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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
BOC
2376
Barbara Oil Co
Illinois
$4.07M
CWAG
2377
Compton Wealth Advisory Group
Virginia
$4.07M -$78.6K -433 -2%
SEEDPG
2378
S.E.E.D. Planning Group
New York
$4.07M -$248K -1,365 -6%
Financial Engines Advisors
2379
Financial Engines Advisors
California
$4.05M +$2.43M +13,363 +204%
BCM
2380
Boltwood Capital Management
California
$4.04M -$103K -565 -3%
DL
2381
DOHJ LLC
Washington
$4.03M +$526K +2,900 +18%
FUBT
2382
First United Bank & Trust
Maryland
$4.01M +$377K +2,079 +12%
FA
2383
Financial Advisors
Massachusetts
$4M -$8.89K -49 -0.2%
CMANY
2384
Capital Management Associates (New York)
New York
$4M +$20.5K +113 +0.6%
PCM
2385
Penserra Capital Management
California
$3.99M +$399K +2,199 +13%
MS
2386
Mizuho Securities
Japan
$3.98M +$239K +1,317 +6%
TBNY
2387
Trustco Bank (New York)
New York
$3.97M -$1.09K -6 -0%
PCAP
2388
Pratt Collard Advisory Partners
New York
$3.97M -$90.8K -500 -3%
PAM
2389
Peninsula Asset Management
Florida
$3.96M -$196K -1,079 -5%
VR
2390
Viridian RIA
Washington
$3.96M +$443K +2,441 +14%
SH
2391
Svenska Handelsbanken
Sweden
$3.95M
KF
2392
Krilogy Financial
Missouri
$3.93M -$447K -2,464 -11%
SPFA
2393
Summit Place Financial Advisors
New Jersey
$3.92M +$22.7K +125 +0.7%
RFN
2394
RDA Financial Network
Iowa
$3.92M +$85.9K +473 +3%
GCM
2395
Geneva Capital Management
Wisconsin
$3.91M +$31K +171 +0.9%
JGIA
2396
Jackson Grant Investment Advisers
Connecticut
$3.89M +$6.17K +34 +0.2%
FSA
2397
Financial Sense Advisors
California
$3.88M -$55.9K -308 -2%
LAIC
2398
Lederer & Associates Investment Counsel
California
$3.88M -$908 -5 -0%
KTC
2399
Kistler-Tiffany Companies
Pennsylvania
$3.88M +$470K +2,589 +16%
BAM
2400
Bellevue Asset Management
Washington
$3.86M -$31M -170,686 -90%

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.