MSFT icon

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 %
MG
2701
Mather Group
Illinois
$2.37M +$638K +3,135 +37%
CFA
2702
Cahill Financial Advisors
Minnesota
$2.37M -$825K -4,056 -26%
ZAM
2703
Zevin Asset Management
Massachusetts
$2.37M -$119K -583 -5%
AC
2704
Addison Capital
Pennsylvania
$2.36M -$83.4K -410 -3%
AA
2705
Alesco Advisors
New York
$2.36M -$178K -875 -7%
CC
2706
Copperleaf Capital
North Carolina
$2.36M -$131K -644 -5%
FBFS
2707
First Business Financial Services
Wisconsin
$2.35M -$89.3K -439 -4%
GAM
2708
Gemmer Asset Management
California
$2.35M -$62.7K -308 -3%
ITIM
2709
Indiana Trust & Investment Management
Indiana
$2.35M -$45K -221 -2%
DIA
2710
Dean Investment Associates
Ohio
$2.35M +$94.2K +463 +4%
GC
2711
Gruss & Co
Florida
$2.34M -$4.04M -19,850 -63%
BRC
2712
Bell Rock Capital
Delaware
$2.33M -$134K -658 -5%
CI
2713
Centerstone Investors
New York
$2.33M -$2.97M -14,600 -56%
AFS
2714
Access Financial Services
Minnesota
$2.33M
QWM
2715
QP Wealth Management
New Jersey
$2.32M -$42.7K -210 -2%
HIM
2716
Hanlon Investment Management
New Jersey
$2.32M +$6.31K +31 +0.3%
TC
2717
Truvestments Capital
Florida
$2.31M +$333K +1,634 +17%
PP
2718
PDS Planning
Ohio
$2.31M +$652K +3,205 +39%
GBA
2719
Garrison Bradford & Associates
New York
$2.31M -$163K -800 -7%
BZWA
2720
Blue Zone Wealth Advisors
California
$2.3M -$241K -1,185 -9%
PA
2721
Paragon Advisors
Texas
$2.3M -$1.26M -6,173 -35%
SCM
2722
Southport Capital Management
Tennessee
$2.29M -$1.16M -5,708 -34%
TC
2723
Trust Company
Kansas
$2.28M -$369K -1,811 -14%
WCAMG
2724
Woodard & Company Asset Management Group
North Carolina
$2.28M +$62.9K +309 +3%
AWM
2725
Adams Wealth Management
Utah
$2.28M -$391K -1,923 -15%