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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
PFO
2351
Pathstone Family Office
New Jersey
$4.19M -$633K -3,488 -14%
SAM
2352
SignalPoint Asset Management
Missouri
$4.19M -$453K -2,493 -11%
NAS
2353
Nicolet Advisory Services
Wisconsin
$4.19M -$524K -2,888 -12%
CFG
2354
Capstone Financial Group
Oklahoma
$4.18M -$870K -4,791 -19%
ACP
2355
Aviance Capital Partners
Florida
$4.18M +$299K +1,649 +9%
GC
2356
GFG Capital
Florida
$4.18M +$606K +3,337 +19%
MCM
2357
Marathon Capital Management
Maryland
$4.18M -$253K -1,395 -6%
PFT
2358
Providence First Trust
Arizona
$4.18M
ISWM
2359
Independent Solutions Wealth Management
New York
$4.18M +$545K +3,003 +17%
VA
2360
Valmark Advisers
Ohio
$4.18M +$1.62M +8,902 +77%
IDBONY
2361
Israel Discount Bank of New York
New York
$4.18M -$658K -3,626 -15%
KC
2362
Kingfisher Capital
North Carolina
$4.17M +$127K +702 +4%
KP
2363
Keel Point
Alabama
$4.17M -$268K -1,475 -7%
MFG
2364
Merit Financial Group
Georgia
$4.17M +$340K +1,871 +10%
MIM
2365
Moseley Investment Management
Florida
$4.16M +$164K +905 +5%
TFA
2366
Teamwork Financial Advisors
Texas
$4.16M +$446K +2,458 +14%
CW
2367
CreativeOne Wealth
Kansas
$4.14M +$698K +3,846 +23%
FVWA
2368
Foster Victor Wealth Advisors
South Carolina
$4.14M +$563K +3,103 +18%
AWM
2369
Aberdeen Wealth Management
Illinois
$4.14M +$623K +3,431 +20%
PAM
2370
Paradigm Asset Management
New York
$4.13M +$667K +3,675 +22%
BCM
2371
Breiter Capital Management
Florida
$4.13M -$72.6K -400 -2%
GWMIA
2372
Global Wealth Management Investment Advisory
Florida
$4.12M +$25.1K +138 +0.7%
CC
2373
Cedar Capital
Illinois
$4.1M -$1.6M -8,795 -30%
CA
2374
Crewe Advisors
Utah
$4.1M +$200K +1,101 +6%
ACM
2375
Alight Capital Management
New York
$4.07M -$1.82M -10,000 -33%

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.