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Microsoft

3,515 hedge funds and large institutions have $856B invested in Microsoft in 2020 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 1,452 increasing their positions, 1,697 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+87
Holders Change %
+2.54%
% of All Funds
77.65%
Holding in Top 10
2,002
Holding in Top 10 Change
+279
Holding in Top 10 Change %
+16.19%
% of All Funds
44.22%
New
216
Increased
1,452
Reduced
1,697
Closed
78
Calls
$12.2B
Puts
$13B
Net Calls
-$789M
Net Calls Change
+$3.39B
Name Holding Trade Value Shares
Change
Shares
Change %
CRIG
3326
Charter Research & Investment Group
Connecticut
$376K
CRCM
3327
Corbett Road Capital Management
Virginia
$374K -$118K -750 -24%
KLI
3328
Kelman-Lazarov Inc
Tennessee
$374K -$3.63K -23 -1%
SCP
3329
Silverleafe Capital Partners
Tennessee
$373K -$248K -1,574 -40%
CWA
3330
Core Wealth Advisors
Florida
$371K +$310K +1,970 +513%
WIC
3331
WealthBridge Investment Counsel
Alberta, Canada
$371K +$371K +2,350 New
FPIS
3332
Financial Planning & Information Services
Wisconsin
$370K +$12.3K +78 +3%
LFS
3333
Legacy Financial Strategies
Kansas
$370K +$54K +342 +17%
BWM
3334
Brickley Wealth Management
California
$367K +$9.46K +60 +3%
XM
3335
XTX Markets
New York
$365K -$265K -1,682 -42%
PBF
3336
Petix & Botte Financial
California
$364K -$7.73K -49 -2%
DSN
3337
D. Scott Neal
Kentucky
$363K
P
3338
&Partners
Tennessee
$359K -$8.04K -51 -2%
FCT
3339
Family Capital Trust
Massachusetts
$356K
DPI
3340
Diversified Portfolios Inc
Michigan
$354K -$33.8K -214 -9%
CMA
3341
Cedar Mountain Advisors
Oregon
$350K +$158 +1 +0%
WWM
3342
WJ Wealth Management
Arizona
$350K +$10.2K +65 +3%
SCM
3343
Shapiro Capital Management
Georgia
$349K +$158 +1 +0%
PA
3344
Prism Advisors
California
$347K -$199K -1,265 -36%
LIM
3345
Lagoda Investment Management
New York
$347K -$61.5K -390 -15%
TIM
3346
Triad Investment Management
California
$347K
AWC
3347
Abundance Wealth Counselors
Pennsylvania
$346K +$31.5K +200 +10%
FEG
3348
Financial Enhancement Group
Indiana
$344K -$221K -1,404 -39%
AFG
3349
Affinia Financial Group
Massachusetts
$343K -$13.6K -86 -4%
MWM
3350
MBE Wealth Management
Wisconsin
$343K +$83.7K +531 +32%