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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 %
APWA
2801
Atlas Private Wealth Advisors
New Jersey
$2M +$2M +9,825 New
VFP
2802
Verus Financial Partners
Virginia
$2M -$15.1K -74 -0.7%
RVPG
2803
Relative Value Partners Group
$1.99M -$189K -930 -9%
KWA
2804
KCS Wealth Advisory
California
$1.99M +$1.16M +5,697 +140%
PBT
2805
Pictet Bank & Trust
Bahamas
$1.99M -$1.12M -5,500 -36%
BRA
2806
Bender Robert & Associates
California
$1.99M +$1.49M +7,340 +304%
BWCS
2807
Beirne Wealth Consulting Services
Connecticut
$1.98M -$20.1K -99 -1%
FWM
2808
Focused Wealth Management
New York
$1.98M +$30.3K +149 +2%
SFG
2809
Sowa Financial Group
Rhode Island
$1.98M +$64.5K +317 +3%
MWPCG
2810
Measured Wealth Private Client Group
New Hampshire
$1.97M +$592K +2,907 +43%
DWM
2811
Darwin Wealth Management
Florida
$1.97M -$4.03M -19,793 -67%
FFG
2812
Fortem Financial Group
California
$1.97M -$242K -1,187 -11%
PC
2813
PA Capital
Virginia
$1.97M -$139K -684 -7%
BFWA
2814
Benchmark Financial Wealth Advisors
Florida
$1.97M +$526K +2,585 +37%
MA
2815
Modus Advisors
Minnesota
$1.97M +$560K +2,751 +40%
LB
2816
Legacy Bridge
Iowa
$1.96M -$100K -492 -5%
TFO
2817
Tarbox Family Office
California
$1.96M +$127K +623 +7%
NF
2818
Nikulski Financial
Iowa
$1.96M +$447K +2,196 +30%
AP
2819
Americana Partners
Texas
$1.96M -$323K -1,587 -14%
RG
2820
Retirement Group
California
$1.95M +$1.95M +9,592 New
HFG
2821
Heron Financial Group
New York
$1.94M +$306K +1,430 +19%
BFG
2822
Bouchey Financial Group
New York
$1.94M +$343K +1,686 +21%
DS
2823
DRW Securities
Illinois
$1.94M -$24M -117,972 -93%
SJIM
2824
St. Johns Investment Management
Florida
$1.94M -$62.5K -307 -3%
KLWA
2825
Kelly Lawrence W & Associates
California
$1.94M -$61.1K -300 -3%