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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
APG
2326
Abacus Planning Group
South Carolina
$4.33M +$482K +2,658 +14%
SWA
2327
Stratos Wealth Advisors
Ohio
$4.33M +$1.67M +9,184 +76%
QCM
2328
Quest Capital Management
Texas
$4.33M -$222K -1,224 -5%
CGA
2329
Crescent Grove Advisors
Illinois
$4.32M -$21.8K -120 -0.6%
WIM
2330
Wittenberg Investment Management
Massachusetts
$4.3M -$1.53M -8,418 -28%
FBP
2331
Flippin Bruce & Porter
Virginia
$4.29M -$941K -5,183 -20%
DI
2332
DFPG Investments
Utah
$4.29M +$127K +701 +4%
FPB
2333
First PREMIER Bank
South Dakota
$4.29M +$312K +1,719 +9%
HAS
2334
HBW Advisory Services
California
$4.29M +$323K +1,777 +9%
BOPW
2335
Brandywine Oak Private Wealth
Pennsylvania
$4.29M -$241K -1,329 -6%
SFA
2336
Souders Financial Advisors
Ohio
$4.29M +$28.3K +156 +0.7%
DBRC
2337
D.B. Root & Company
Pennsylvania
$4.28M -$503K -2,769 -12%
HCM
2338
Hengehold Capital Management
Ohio
$4.27M -$1.57M -8,640 -29%
MA
2339
MCF Advisors
Kentucky
$4.27M -$384K -2,115 -9%
SW
2340
SkyOak Wealth
Michigan
$4.27M +$1.94M +10,693 +104%
MFG
2341
Monte Financial Group
Connecticut
$4.27M +$606K +3,336 +19%
RCA
2342
Resonant Capital Advisors
Wisconsin
$4.26M -$912K -5,025 -19%
PRS
2343
Pinkerton Retirement Specialists
Idaho
$4.26M +$1.88M +10,355 +98%
LAM
2344
L2 Asset Management
Massachusetts
$4.25M +$68.4K +377 +2%
C
2345
Chescapmanager
Maryland
$4.25M +$3.79M +20,892 New
WAOTB
2346
Wealth Advisors of Tampa Bay
Florida
$4.24M -$208K -1,145 -5%
PAM
2347
Pinpoint Asset Management
Hong Kong
$4.23M -$2.58M -14,200 -41%
AWM
2348
Atticus Wealth Management
Florida
$4.22M +$175K +966 +5%
ECM
2349
Elgethun Capital Management
South Dakota
$4.21M -$2.18M -11,995 -36%
PCM
2350
Palouse Capital Management
Washington
$4.2M -$182K -1,002 -5%

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.