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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 %
MAM
3276
Marquette Asset Management
Minnesota
$613K
ETS
3277
ESL Trust Services
New York
$612K -$149K -710 -20%
IDA
3278
Intelligence Driven Advisers
California
$606K -$421 -2 -0.1%
SC
3279
Soundwatch Capital
Connecticut
$605K -$248K -1,178 -29%
FAN
3280
Financial Advisors Network
California
$605K -$14.5K -69 -2%
KFS
3281
Kelly Financial Services
Massachusetts
$602K -$53.8K -256 -8%
LFG
3282
LifePlan Financial Group
Ohio
$601K -$25K -119 -4%
GAM
3283
Garrison Asset Management
Arkansas
$600K -$1.89K -9 -0.3%
CWA
3284
Core Wealth Advisors
Florida
$598K -$21.3K -101 -3%
EPWM
3285
Essex Private Wealth Management
Massachusetts
$597K
Simplex Trading
3286
Simplex Trading
Illinois
$591K -$34M -161,536 -98%
MA
3287
MANA Advisors
New York
$589K +$378K +1,796 +179%
ST
3288
Sageworth Trust
Pennsylvania
$587K +$32.6K +155 +6%
WA
3289
WESPAC Advisors
California
$585K -$76.5K -364 -12%
BIG
3290
Boothe Investment Group
Delaware
$582K +$210 +1 +0%
EC
3291
Estate Counselors
Wisconsin
$582K +$57.6K +274 +11%
TPW
3292
TL Private Wealth
Texas
$579K +$1.33K +6 +0.2%
HEIP
3293
Hudson Edge Investment Partners
New Jersey
$576K +$576K +2,738 New
CWM
3294
Cabot Wealth Management
Massachusetts
$574K +$18.9K +90 +3%
DACG
3295
Donor Advised Charitable Giving
California
$572K -$3.57K -17 -0.6%
PCFFS
3296
Pacific Center for Financial Services
California
$572K
HCP
3297
Holt Capital Partners
Texas
$572K
JWM
3298
Janiczek Wealth Management
Colorado
$571K +$176K +837 +45%
CCM
3299
Colorado Capital Management
Colorado
$569K -$27.3K -130 -5%
HPCM
3300
Hunter Perkins Capital Management
Illinois
$566K +$10.5K +50 +2%