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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 %
EC
3326
Estate Counselors
Wisconsin
$507K +$507K +2,494 New
BDF
3327
Black Diamond Financial
Maryland
$506K
LFS
3328
Legacy Financial Strategies
Kansas
$504K +$27.3K +134 +6%
CMA
3329
Cedar Mountain Advisors
Oregon
$503K +$50.7K +249 +11%
PP
3330
PrairieView Partners
Minnesota
$502K +$611 +3 +0.1%
MIM
3331
Martin Investment Management
Florida
$496K +$407 +2 +0.1%
DWA
3332
Dorsey Wright & Associates
California
$495K
BWM
3333
Brickley Wealth Management
California
$494K +$20.4K +100 +4%
SWG
3334
Summit Wealth Group
Vermont
$489K +$66.1K +325 +16%
FWM
3335
Filbrandt Wealth Management
Wisconsin
$488K +$210K +1,033 +76%
DP
3336
Denver PWM
Colorado
$486K +$41.9K +206 +9%
OR
3337
Olympiad Research
Connecticut
$485K -$204K -1,003 -30%
PWM
3338
Praetorian Wealth Management
California
$483K +$483K +2,371 New
RFO
3339
RiverGlades Family Offices
Florida
$482K -$7.12K -35 -1%
KLI
3340
Kelman-Lazarov Inc
Tennessee
$482K
Harris Associates
3341
Harris Associates
Illinois
$480K -$28.5K -140 -6%
RA
3342
Riversedge Advisors
Delaware
$480K +$480K +2,360 New
FPIS
3343
Financial Planning & Information Services
Wisconsin
$478K +$1.02K +5 +0.2%
AW
3344
Avion Wealth
Texas
$477K -$23.2K -114 -5%
WG
3345
Winton Group
United Kingdom
$472K -$245K -1,204 -34%
PBF
3346
Petix & Botte Financial
California
$470K +$235K +2,308 +100%
SCP
3347
Silverleafe Capital Partners
Tennessee
$469K -$12.2K -60 -3%
II
3348
Ibex Investors
Colorado
$469K +$469K +2,303 New
DSN
3349
D. Scott Neal
Kentucky
$466K -$2.44K -12 -0.5%
DPI
3350
Diversified Portfolios Inc
Michigan
$455K -$1.63K -8 -0.4%