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Microsoft

3,559 hedge funds and large institutions have $1.1T invested in Microsoft in 2020 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 1,468 increasing their positions, 1,715 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 98

28% more capital invested

Capital invested by funds: $857B → $1.1T (+$241B)

4% more funds holding in top 10

Funds holding in top 10: 2,0122,092 (+80)

1% more funds holding

Funds holding: 3,5283,559 (+31)

0.6% less ownership

Funds ownership: 71.79%71.19% (-0.6%)

7% less call options, than puts

Call options by funds: $14B | Put options by funds: $15B

14% less repeat investments, than reductions

Existing positions increased: 1,468 | Existing positions reduced: 1,715

Holders
3,559
Holders Change
+31
Holders Change %
+0.88%
% of All Funds
72.96%
Holding in Top 10
2,092
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+3.98%
% of All Funds
42.89%
New
161
Increased
1,468
Reduced
1,715
Closed
98
Calls
$14B
Puts
$15B
Net Calls
-$995M
Net Calls Change
-$206M
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
2301
Delta Investment Management
California
$4.46M +$282K +1,551 +8%
NFG
2302
Nations Financial Group
Iowa
$4.45M -$649K -3,575 -14%
SCI
2303
Stableford Capital II
Arizona
$4.44M +$95.3K +525 +2%
PP
2304
Paloma Partners
Connecticut
$4.43M -$91.5K -504 -2%
CC
2305
Centiva Capital
New York
$4.42M +$3.95M +21,746 New
KOMWMG
2306
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.42M +$152K +838 +4%
PH
2307
Pinnacle Holdings
Oklahoma
$4.42M -$118K -648 -3%
BEC
2308
Blue Edge Capital
Virginia
$4.41M +$287K +1,581 +8%
SAM
2309
S.A. Mason
Michigan
$4.41M -$176K -967 -4%
EML
2310
Eos Management LP
New York
$4.4M
MCM
2311
Monument Capital Management
Virginia
$4.4M +$252K +1,388 +7%
HCM
2312
HMS Capital Management
Tennessee
$4.4M +$347K +1,914 +10%
DC
2313
DeDora Capital
California
$4.39M -$483K -2,663 -11%
KMWM
2314
Keudell/Morrison Wealth Management
Oregon
$4.39M +$152K +835 +4%
CH
2315
Canton Hathaway
Rhode Island
$4.38M -$34.1K -188 -0.9%
TAM
2316
Trust Asset Management
Texas
$4.38M +$3.28M +18,051 +518%
GA
2317
Gateway Advisory
New Jersey
$4.38M +$169K +933 +5%
MYIA
2318
Mount Yale Investment Advisors
Colorado
$4.38M +$1.65M +9,093 +73%
MFS
2319
Madrona Financial Services
Washington
$4.37M +$244K +1,342 +7%
BFG
2320
Beacon Financial Group
Texas
$4.37M +$4.72K +26 +0.1%
SAMC
2321
Spectrum Asset Management (California)
California
$4.37M -$103K -565 -3%
KFI
2322
Key Financial Inc
Pennsylvania
$4.37M +$235K +1,297 +6%
SDWMA
2323
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.36M +$35.9K +198 +0.9%
GI
2324
GS Investments
Minnesota
$4.34M -$326K -1,795 -8%
OLA
2325
Oliver Luxxe Assets
New Jersey
$4.34M -$803K -4,421 -17%

MSFT Hedge Fund Activity: Q2 2020 in Review

3,559 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2020, worth a combined $1.1T — up 28% from $857B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new MSFT positions and 98 closed out — a net gain of 63 holders — while 1,468 added to existing stakes and 1,715 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $2B. The largest seller was Osaic Holdings, cutting an estimated $4.46B.

  • 3,559 institutional investors held Microsoft (MSFT) as of Q2 2020, up from 3,528 in Q1 2020.
  • Funds reported $1.1T of Microsoft stock for Q2 2020, up 28% quarter-over-quarter.
  • 161 funds opened new Microsoft positions in Q2 2020 and 98 closed out, a net change of +63 holders.
  • The largest Microsoft buyer in Q2 2020 was T. Rowe Price Associates, an estimated $2B added.
  • The largest Microsoft seller in Q2 2020 was Osaic Holdings, an estimated $4.46B sold.

Based on aggregated 13F filings for Q2 2020.