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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
PP
2401
Pacifica Partners
Canada
$3.85M -$437K -2,410 -11%
HKAM
2402
Horizon Kinetics Asset Management
New York
$3.85M -$76.2K -420 -2%
BHA
2403
Beech Hill Advisors
New York
$3.85M +$157K +865 +5%
CPIA
2404
Cornell Pochily Investment Advisors
New York
$3.85M -$34.5K -190 -1%
PI
2405
Pettee Investors
Connecticut
$3.85M +$133K +735 +4%
MCP
2406
Mirador Capital Partners
California
$3.85M +$47K +259 +1%
PB
2407
Pinnacle Bancorp
Nebraska
$3.82M -$157K -867 -4%
GPA
2408
Garrison Point Advisors
California
$3.82M -$40.3K -222 -1%
TL
2409
TrueWealth LLC
Georgia
$3.81M +$79K +435 +2%
WMA
2410
Wealth Management Associates
New Jersey
$3.81M -$112K -619 -3%
AWA
2411
Arkadios Wealth Advisors
Georgia
$3.81M -$186K -1,024 -5%
CC
2412
Colrain Capital
Massachusetts
$3.8M -$1.39M -7,637 -29%
HIC
2413
Harvey Investment Company
Kentucky
$3.79M +$88.8K +489 +3%
FIA
2414
Foundations Investment Advisors
Arizona
$3.79M +$417K +2,296 +14%
CIA
2415
Capital Impact Advisors
Massachusetts
$3.78M -$2.45M -13,500 -42%
KA
2416
Klingman & Associates
New York
$3.77M +$315K +1,737 +10%
WI
2417
Wedgewood Investors
Pennsylvania
$3.76M -$3.63K -20 -0.1%
CIA
2418
Cascade Investment Advisors
Oregon
$3.75M -$235K -1,297 -7%
DW
2419
Domani Wealth
Pennsylvania
$3.75M -$222K -1,223 -6%
DRD
2420
Dennis R. Delaney
$3.74M -$204K -1,123 -6%
BB
2421
Bell Bank
North Dakota
$3.73M -$56.8K -313 -2%
WCA
2422
Westover Capital Advisors
Delaware
$3.73M +$332K +1,829 +11%
SAG
2423
Spotlight Asset Group
Illinois
$3.72M +$45.6K +251 +1%
BCM
2424
Brookmont Capital Management
Texas
$3.71M -$1.49M -8,229 -31%
WCM
2425
Wunderlich Capital Managemnt
Tennessee
$3.7M -$58.3K -321 -2%

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.