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Microsoft

3,546 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, 1,461 increasing their positions, 1,711 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,546
Holders Change
+31
Holders Change %
+0.88%
% of All Funds
72.89%
Holding in Top 10
2,082
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+4%
% of All Funds
42.8%
New
161
Increased
1,461
Reduced
1,711
Closed
98
Calls
$14B
Puts
$15B
Net Calls
-$995M
Net Calls Change
-$206M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
2626
Capstone Financial Advisors
Illinois
$2.74M +$748K +3,673 +38%
SLWS
2627
Swaine & Leidel Wealth Services
Florida
$2.73M +$99.9K +491 +4%
SFWA
2628
Summit Financial Wealth Advisors
Louisiana
$2.7M +$54.7K +257 +2%
FCH
2629
Freestone Capital Holdings
Washington
$2.69M -$118K -10,040 -4%
SWMG
2630
Signature Wealth Management Group
Georgia
$2.69M -$39.9K -196 -1%
HSWM
2631
Hubbell Strickland Wealth Management
Louisiana
$2.69M +$18.7K +92 +0.7%
FNBOH
2632
First National Bank of Hutchinson
Kansas
$2.68M -$207K -1,017 -7%
CI
2633
CAZ Investments
Texas
$2.67M +$2.46M +12,100 +1,210%
PC
2634
Plaisance Capital
Colorado
$2.66M +$2.66M +13,080 New
SC
2635
Schulhoff & Co
Ohio
$2.66M
BPCA
2636
Bank Pictet & Cie (Asia)
Singapore
$2.66M -$2.54M -12,474 -49%
AFAS
2637
Acorn Financial Advisory Services
Virginia
$2.65M +$102K +501 +4%
OFS
2638
OneAscent Financial Services
Alabama
$2.65M +$228K +1,122 +9%
FHC
2639
First Heartland Consultants
Missouri
$2.65M +$75.3K +370 +3%
CCM
2640
Copeland Capital Management
Pennsylvania
$2.64M -$369K -1,813 -12%
SB
2641
Sunflower Bank
Texas
$2.64M +$2.64M +12,978 New
FA
2642
FMA Advisory
Pennsylvania
$2.64M +$145K +712 +6%
ICM
2643
Islay Capital Management
Texas
$2.62M -$97.9K -481 -4%
CIM
2644
Corda Investment Management
Texas
$2.61M +$205K +1,007 +9%
GFPC
2645
Global Financial Private Client
Florida
$2.61M -$10.4K -51 -0.4%
CAS
2646
Cascadia Advisory Services
Oregon
$2.61M +$2.61M +12,820 New
GPFA
2647
Game Plan Financial Advisors
Ohio
$2.6M +$360K +1,770 +16%
WCG
2648
Weaver Consulting Group
California
$2.59M +$43.8K +215 +2%
EGM
2649
Engineers Gate Manager
New York
$2.58M +$2.28M +11,200 +752%
IA
2650
Independence Advisors
Pennsylvania
$2.58M -$204K -1,002 -7%