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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 %
AFIA
3351
America First Investment Advisors
Nebraska
$341K
MCMT
3352
Moon Capital Management (Tennessee)
Tennessee
$337K -$2.68K -17 -0.8%
DP
3353
Denver PWM
Colorado
$335K -$30.1K -196 -8%
JAM
3354
Jolley Asset Management
North Carolina
$332K -$102K -646 -23%
TRCT
3355
Tower Research Capital (TRC)
New York
$332K +$322K +2,039 +3,237%
CWM
3356
Cranbrook Wealth Management
Michigan
$331K +$71.8K +455 +28%
PWP
3357
Personal Wealth Partners
Minnesota
$330K -$15.8K -100 -5%
SCA
3358
Sippican Capital Advisors
Massachusetts
$330K +$330K +2,095 New
SWG
3359
Summit Wealth Group
Vermont
$328K
HCP
3360
Holt Capital Partners
Texas
$327K
FMP
3361
Financial Management Professionals
Texas
$326K +$945 +6 +0.3%
XS
3362
XR Securities
Illinois
$324K +$324K +2,057 New
AIS
3363
American Investment Services
Massachusetts
$323K -$2.99K -19 -0.9%
ACA
3364
Ascension Capital Advisors
Texas
$320K +$1.58K +10 +0.5%
TW
3365
Towerpoint Wealth
California
$320K +$14.7K +93 +5%
JC
3366
Jentner Corp
Ohio
$318K -$8.84K -56 -3%
TIM
3367
Total Investment Management
Arizona
$318K +$41.1K +261 +15%
FM
3368
Fondren Management
Texas
$315K +$315K +2,000 New
WCP
3369
Welch Capital Partners
New York
$314K
SCM
3370
Stordahl Capital Management
Colorado
$310K -$84.4K -548 -21%
GG
3371
GenWealth Group
New Jersey
$307K +$307K +1,952 New
FWCM
3372
First Western Capital Management
California
$299K -$58.5K -371 -16%
PWM
3373
Provident Wealth Management
Tennessee
$299K +$16.6K +105 +6%
SMG
3374
Smart Money Group
Texas
$291K +$27K +171 +10%
SWM
3375
Shakespeare Wealth Management
Wisconsin
$291K +$76.9K +487 +36%