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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
SWP
2451
Strategic Wealth Partners
Ohio
$3.59M +$435K +2,395 +16%
TA
2452
Trellis Advisors
Washington
$3.58M -$123K -677 -4%
RCM
2453
Riverpark Capital Management
New York
$3.58M -$2.39M -13,164 -43%
IIC
2454
Integrated Investment Consultants
Michigan
$3.58M -$154K -851 -5%
FCB
2455
First Command Bank
Texas
$3.57M +$105K +579 +3%
FCFS
2456
First Command Financial Services
Texas
$3.57M +$105K +579 +3%
GLLW
2457
Graves Light Lenhart Wealth
Virginia
$3.56M -$59.9K -330 -2%
UBG
2458
United Bank (Georgia)
Georgia
$3.56M -$14.2K -78 -0.4%
PIMG
2459
Patriot Investment Management Group
Tennessee
$3.56M +$81.9K +451 +3%
WIM
2460
Weitz Investment Management
Nebraska
$3.56M
IAM
2461
Ion Asset Management
Israel
$3.56M +$744K +4,100 +31%
EMG
2462
ETF Managers Group
New Jersey
$3.56M -$99.7K -549 -3%
CP
2463
Covenant Partners
Tennessee
$3.56M -$80.2K -442 -2%
GFS
2464
GYL Financial Synergies
Connecticut
$3.56M -$58.1K -320 -2%
WG
2465
Watchman Group
Texas
$3.55M -$1.54M -8,510 -33%
CCP
2466
Cardan Capital Partners
Colorado
$3.54M +$899K +4,952 +40%
FSCM
2467
Front Street Capital Management
Montana
$3.54M -$133K -731 -4%
MMHP
2468
Murphy Middleton Hinkle & Parker
Georgia
$3.54M +$5.08K +28 +0.2%
EWM
2469
Evermay Wealth Management
Virginia
$3.52M -$16.9K -93 -0.5%
RCM
2470
Requisite Capital Management
Texas
$3.52M -$94.2K -519 -3%
PFGIA
2471
Patriot Financial Group Insurance Agency
Massachusetts
$3.51M +$240K +1,321 +8%
MC
2472
Matisse Capital
Oregon
$3.51M -$47.2K -260 -1%
SJL
2473
Shayne & Jacobs LLC
Tennessee
$3.5M
CAN
2474
Claraphi Advisory Network
United States
$3.5M +$232K +1,277 +8%
FBT
2475
First Bank & Trust
South Dakota
$3.49M -$23.8K -131 -0.8%

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.