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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 %
SFC
3126
SYM Financial Corp
Indiana
$983K -$90.8K -446 -8%
WLIM
3127
White Lighthouse Investment Management
Massachusetts
$981K -$54.3K -267 -5%
RPGK
3128
Retirement Planning Group (Kansas)
Kansas
$981K +$92.8K +456 +10%
AWCI
3129
Alpine Woods Capital Investors
New York
$981K +$357K +1,751 +57%
EWF
3130
Epstein & White Financial
California
$973K +$58.9K +290 +6%
NEPPG
3131
New England Professional Planning Group
Rhode Island
$972K -$94.7K -455 -9%
LFASL
3132
Lugano Financial Advisors SA (LFA)
Switzerland
$969K -$342K -1,696 -26%
MCM
3133
Magnolia Capital Management
New York
$966K -$20.4K -100 -2%
EFL
3134
ERn Financial LLC
Wisconsin
$965K -$19.3K -95 -2%
HPC
3135
Hobart Private Capital
North Carolina
$963K +$101K +496 +12%
UWM
3136
USAdvisors Wealth Management
Minnesota
$963K +$31.5K +155 +3%
MCM
3137
Mainstay Capital Management
Michigan
$960K -$105K -515 -10%
G
3138
GenTrust
Florida
$956K -$50.4K -248 -5%
VBFP
3139
Valtinson Bruner Financial Planning
Minnesota
$956K +$40.6K +191 +4%
WCWM
3140
Willow Creek Wealth Management
California
$955K -$90.8K -446 -9%
CCA
3141
Conestoga Capital Advisors
Pennsylvania
$946K
WIC
3142
WealthBridge Investment Counsel
Alberta, Canada
$944K +$466K +2,290 +97%
PWA
3143
Peterson Wealth Advisors
Utah
$932K +$44.8K +220 +5%
CFO
3144
CVA Family Office
Colorado
$932K +$130K +641 +16%
NPPM
3145
North Point Portfolio Managers
Ohio
$931K
BWA
3146
Beam Wealth Advisors
Louisiana
$927K -$145K -687 -14%
EE
3147
EWG Elevate
California
$927K +$407 +2 +0%
MWC
3148
MBM Wealth Consultants
Missouri
$926K -$429K -2,108 -32%
SLF
3149
Sun Life Financial
Ontario, Canada
$926K +$610 +3 +0.1%
BJ
3150
Brouwer & Janachowski
California
$920K -$132K -647 -13%