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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 %
SC
3201
Soundwatch Capital
Connecticut
$770K +$770K +4,056 New
ML
3202
McAdam LLC
Pennsylvania
$766K +$60.6K +298 +9%
FMP
3203
Financial Management Professionals
Texas
$762K +$341K +1,673 +81%
PFM
3204
Probabilities Fund Management
New York
$757K
LP
3205
LGL Partners
Pennsylvania
$755K -$18.3K -90 -2%
AW
3206
Alpha Windward
Massachusetts
$755K -$7.12K -35 -0.9%
TF
3207
TLWM Financial
Texas
$752K -$320K -1,578 -30%
WRM
3208
Weybosset Research & Management
Rhode Island
$747K +$80.9K +398 +12%
IFO
3209
Independent Family Office
New York
$746K +$19.3K +95 +3%
PSF
3210
Pacific Sun Financial
California
$744K +$407 +2 +0.1%
ACM
3211
AUA Capital Management
Pennsylvania
$743K -$142K -700 -16%
PFC
3212
Poplar Forest Capital
California
$742K
SDAM
3213
Shulman DeMeo Asset Management
New York
$742K +$28.7K +141 +4%
HFA
3214
High Falls Advisors
New York
$738K -$101K -498 -12%
MAM
3215
Marotta Asset Management
Virginia
$738K
RPG
3216
Resource Planning Group
Georgia
$737K +$16.3K +80 +2%
ETS
3217
ESL Trust Services
New York
$736K
ACM
3218
Avalon Capital Management
California
$734K
EA
3219
Elm Advisors
California
$732K -$93.6K -460 -11%
NQWM
3220
Northwest Quadrant Wealth Management
Oregon
$732K +$16.9K +85 +2%
EARNEST Partners
3221
EARNEST Partners
Georgia
$731K
HCM
3222
Howard Capital Management
Georgia
$731K +$444K +2,113 +155%
PWM
3223
Paulson Wealth Management
Illinois
$729K -$91.8K -451 -11%
CA
3224
Crumly & Associates
Illinois
$726K +$33K +162 +5%
TFF
3225
The Family Firm
Maryland
$724K +$610 +3 +0.1%