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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 %
WA
2651
Waverly Advisors
Alabama
$2.58M +$34K +163 +1%
AO
2652
Advisor OS
Illinois
$2.57M +$2.57M +12,624 New
AA
2653
Apriem Advisors
California
$2.56M +$498K +2,447 +24%
NCM
2654
Neumann Capital Management
California
$2.56M -$142K -700 -5%
CAL
2655
Capital Advisors Ltd
Ohio
$2.56M -$26.5K -130 -1%
TF
2656
TRH Financial
Iowa
$2.55M +$2.55M +11,969 New
W
2657
Wealthquest
Ohio
$2.55M +$2.55M +12,516 New
DR
2658
Davis Rea
Ontario, Canada
$2.53M +$2.04M +10,012 +410%
TAM
2659
Tealwood Asset Management
Minnesota
$2.53M -$1.16M -5,712 -32%
OFG
2660
Oxford Financial Group
Indiana
$2.52M -$62.7K -308 -2%
IFS
2661
Ifrah Financial Services
Arkansas
$2.52M -$88.7K -436 -3%
RCM
2662
Rockshelter Capital Management
Pennsylvania
$2.51M -$223K -1,094 -8%
1W
2663
1776 Wealth
Georgia
$2.51M -$2.08M -10,242 -45%
BWA
2664
Burt Wealth Advisors
Maryland
$2.51M -$77.1K -379 -3%
FF
2665
Fluent Financial
Texas
$2.5M -$184K -904 -7%
GCM
2666
Glynn Capital Management
California
$2.5M
CWM
2667
Connecticut Wealth Management
Connecticut
$2.5M +$65.7K +323 +3%
LA
2668
LexAurum Advisors
Kansas
$2.49M +$4.68K +23 +0.2%
CRWM
2669
Castle Rock Wealth Management
California
$2.49M +$723K +3,390 +41%
CCM
2670
Cribstone Capital Management
Maine
$2.48M +$168K +825 +7%
CCM
2671
Cox Capital Management
Massachusetts
$2.48M -$2.8M -13,778 -53%
PWM
2672
Peterson Wealth Management
Nevada
$2.48M +$268K +1,319 +12%
WPA
2673
West Paces Advisors
Georgia
$2.47M -$362K -1,781 -13%
PBO
2674
Peoples Bank (Ohio)
Ohio
$2.47M +$32K +157 +1%
GCA
2675
Gradient Capital Advisors
California
$2.46M +$82.4K +405 +3%