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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 %
QCMC
3151
Quantum Capital Management (California)
California
$917K -$714K -3,510 -44%
BWM
3152
BCS Wealth Management
Tennessee
$914K +$309K +1,520 +51%
TFCP
3153
Twin Focus Capital Partners
Massachusetts
$909K -$226K -1,110 -20%
BFA
3154
Beacon Financial Advisory
Ohio
$908K +$147K +722 +19%
WR
3155
Watson Rebecca
$904K
DWA
3156
Dougherty Wealth Advisers
Minnesota
$896K
OWM
3157
Opes Wealth Management
California
$892K +$389K +1,909 +77%
CPC
3158
Consolidated Planning Corp
Georgia
$885K -$31.7K -156 -3%
WCM
3159
Windsor Capital Management
Arizona
$885K +$121K +597 +16%
KCM
3160
Kathmere Capital Management
Pennsylvania
$885K +$885K +4,347 New
CRC
3161
Catawba River Capital
South Carolina
$884K +$884K +3,264 New
FFG
3162
Ford Financial Group
California
$882K +$23.6K +116 +3%
ACA
3163
Ackerman Capital Advisors
Texas
$874K
CAM
3164
Crestone Asset Management
Colorado
$869K +$17.5K +86 +2%
ACM
3165
AlphaCrest Capital Management
New York
$858K +$184K +905 +27%
DLG
3166
Daniel L. Goodwin
$855K
PCA
3167
Private Capital Advisors
Connecticut
$852K -$203K -1,000 -19%
HFP
3168
Holistic Financial Partners
Indiana
$845K -$89K -437 -10%
EMFAT
3169
Emerald Mutual Fund Advisers Trust
Pennsylvania
$845K -$59.9K -294 -7%
CCMW
3170
Cypress Capital Management (Wyoming)
Wyoming
$843K +$688K +3,380 +444%
IIM
3171
Ironwood Investment Management
Massachusetts
$840K +$203 +1 +0%
NWM
3172
Northwest Wealth Management
Iowa
$835K +$47.6K +234 +6%
AGA
3173
Accuvest Global Advisors
Utah
$834K -$133K -651 -14%
DA
3174
DSC Advisors
Illinois
$831K +$11.4K +56 +1%
FSG
3175
Financial Strategies Group
Michigan
$829K +$14.9K +73 +2%