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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
NWS
2426
Newport Wealth Strategies
California
$3.69M -$361K -1,989 -10%
GTAM
2427
Global Trust Asset Management
Florida
$3.69M -$342K -1,882 -9%
THWM
2428
Taylor Hoffman Wealth Management
Virginia
$3.68M +$159K +877 +5%
MSA
2429
Marino Stram & Associates
Massachusetts
$3.68M +$562K +3,097 +21%
SNBOSD
2430
Security National Bank of So Dak
Iowa
$3.66M -$10.9K -60 -0.3%
CWM
2431
Confluence Wealth Management
Oregon
$3.65M -$7.26K -40 -0.2%
FFC
2432
First Financial Corp
Indiana
$3.65M -$579K -3,188 -15%
MLIC
2433
Mandatum Life Insurance Company
Finland
$3.65M -$361K -1,986 -10%
KTM
2434
Keeler Thomas Management
Utah
$3.64M +$1.31M +7,229 +68%
FC
2435
Forte Capital
New York
$3.64M +$214K +1,179 +7%
AWM
2436
Apollon Wealth Management
South Carolina
$3.63M +$2.43M +13,393 +300%
FDS
2437
Freedom Day Solutions
Texas
$3.63M +$34.7K +191 +1%
TVWM
2438
Tower View Wealth Management
Wisconsin
$3.63M -$92K -507 -3%
AWS
2439
Arkfeld Wealth Strategies
Nebraska
$3.63M -$15.6K -86 -0.5%
QPWM
2440
Quadrant Private Wealth Management
Pennsylvania
$3.63M +$580K +3,193 +22%
KL
2441
KWMG LLC
Kansas
$3.62M +$253K +1,391 +8%
SRSA
2442
S.R. Schill & Associates
Washington
$3.62M +$58.1K +320 +2%
NC
2443
NovaPoint Capital
Georgia
$3.62M +$16K +88 +0.5%
MIM
2444
Montgomery Investment Management
Maryland
$3.62M -$72.6K -400 -2%
GIA
2445
Gladstone Institutional Advisory
Florida
$3.61M -$1.13M -6,226 -26%
FCA
2446
FLC Capital Advisors
California
$3.61M +$179K +988 +6%
OCPWS
2447
One Charles Private Wealth Services
Massachusetts
$3.61M +$493K +2,714 +18%
RCIM
2448
Red Cedar Investment Management
Michigan
$3.61M +$2.94M +16,208 +1,074%
CA
2449
Centerpoint Advisors
Massachusetts
$3.6M +$82.4K +454 +3%
LA
2450
Legacy Advisors
Pennsylvania
$3.6M +$576K +3,171 +22%

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.