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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 %
GPA
3276
Guidance Point Advisors
Massachusetts
$617K +$203 +1 +0%
VNB
3277
Virginia National Bank
Virginia
$611K -$728K -3,575 -54%
ACM
3278
Alethea Capital Management
Washington
$611K
IWA
3279
Inspirion Wealth Advisors
Illinois
$610K +$21.2K +104 +4%
OAM
3280
Oberweis Asset Management
Illinois
$608K -$132K -650 -18%
NCM
3281
Next Capital Management
New York
$607K -$45.4K -223 -7%
LFG
3282
LifePlan Financial Group
Ohio
$606K
GM
3283
GeoWealth Management
Illinois
$606K +$309K +1,516 +104%
FAN
3284
Financial Advisors Network
California
$600K -$50.1K -246 -8%
CWA
3285
Core Wealth Advisors
Florida
$599K +$120K +589 +25%
P
3286
&Partners
Tennessee
$596K +$132K +650 +29%
MAM
3287
Marquette Asset Management
Minnesota
$593K
IDA
3288
Intelligence Driven Advisers
California
$587K -$8.35K -41 -1%
LWA
3289
Lowe Wealth Advisors
Maryland
$586K +$203 +1 +0%
SC
3290
Skylands Capital
Wisconsin
$585K -$40.7K -200 -7%
GAM
3291
Garrison Asset Management
Arkansas
$582K +$53.9K +265 +10%
HS
3292
Horan Securities
United States
$582K +$57.6K +283 +11%
CRCM
3293
Corbett Road Capital Management
Virginia
$580K +$98.5K +485 +20%
CHJWM
3294
Carlton Hofferkamp & Jenks Wealth Management
Texas
$578K -$69.4K -340 -11%
EPWM
3295
Essex Private Wealth Management
Massachusetts
$578K +$59K +290 +11%
SWM
3296
Southern Wealth Management
Texas
$575K +$206K +1,011 +56%
CCM
3297
Colorado Capital Management
Colorado
$572K
MAG
3298
Mayfair Advisory Group
Alabama
$565K +$48.9K +240 +9%
BIG
3299
Boothe Investment Group
Delaware
$563K +$563K +2,768 New
DACG
3300
Donor Advised Charitable Giving
California
$557K -$191K -937 -25%