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Microsoft

3,577 hedge funds and large institutions have $1.12T invested in Microsoft in 2020 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 1,350 increasing their positions, 1,850 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,577
Holders Change
+31
Holders Change %
+0.87%
% of All Funds
72.36%
Holding in Top 10
2,013
Holding in Top 10 Change
-69
Holding in Top 10 Change %
-3.31%
% of All Funds
40.72%
New
144
Increased
1,350
Reduced
1,850
Closed
75
Calls
$20.5B
Puts
$21.3B
Net Calls
-$818M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Shares
Change %
SPA
3126
Sentinel Pension Advisors
Massachusetts
$992K +$340K +1,618 +52%
ACP
3127
Aveo Capital Partners
Colorado
$988K +$750K +3,568 +315%
HIS
3128
Harvest Investment Services
Illinois
$987K -$88.3K -420 -8%
CIA
3129
Compass Ion Advisors
Pennsylvania
$983K +$245K +1,166 +33%
ACM
3130
AlphaStar Capital Management
North Carolina
$972K +$301K +1,403 +45%
AFS
3131
Axiom Financial Strategies
Indiana
$971K -$109K -519 -10%
LFG
3132
Larson Financial Group
Missouri
$967K -$102K -484 -10%
CCA
3133
Conestoga Capital Advisors
Pennsylvania
$967K -$10.5K -50 -1%
OWA
3134
One Wealth Advisors
California
$964K +$323K +1,534 +50%
PWA
3135
Peterson Wealth Advisors
Utah
$963K
SLF
3136
Sun Life Financial
Ontario, Canada
$963K +$5.47K +26 +0.6%
MWC
3137
MBM Wealth Consultants
Missouri
$963K +$5.68K +27 +0.6%
SFC
3138
SYM Financial Corp
Indiana
$960K -$56K -266 -6%
NPPM
3139
North Point Portfolio Managers
Ohio
$956K -$6.31K -30 -0.7%
JWA
3140
JFS Wealth Advisors
Pennsylvania
$955K -$95.7K -455 -9%
BJ
3141
Brouwer & Janachowski
California
$944K -$6.94K -33 -0.7%
EE
3142
EWG Elevate
California
$936K -$21.9K -104 -2%
HWM
3143
Howard Wealth Management
Connecticut
$933K -$108K -513 -10%
RWM
3144
Reston Wealth Management
Virginia
$933K -$92.3K -439 -9%
DWA
3145
Dougherty Wealth Advisers
Minnesota
$926K
ACM
3146
AUA Capital Management
Pennsylvania
$924K +$156K +744 +20%
HCA
3147
Heck Capital Advisors
Wisconsin
$923K +$70.5K +335 +8%
XSC
3148
X-Square Capital
Puerto Rico
$920K -$202K -958 -18%
BPGAM
3149
BTG Pactual Global Asset Management
Bermuda
$919K -$286K -1,359 -24%
CA
3150
Crumly & Associates
Illinois
$918K +$167K +796 +22%