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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 %
SCP
3351
Silverleafe Capital Partners
Tennessee
$485K
SMG
3352
Smart Money Group
Texas
$485K +$107K +509 +28%
CCM
3353
Coe Capital Management
Illinois
$478K +$215K +1,023 +82%
HTC
3354
Hershey Trust Company
Pennsylvania
$478K +$478K +2,272 New
MFS
3355
Mirabella Financial Services
United Kingdom
$468K -$349K -1,661 -43%
AWM
3356
Alterna Wealth Management
Texas
$468K +$80K +380 +21%
PFA
3357
Plotkin Financial Advisors
Maryland
$467K +$148K +706 +47%
OFS
3358
Oldfather Financial Services
Nebraska
$466K
SI
3359
Shaker Investments
Ohio
$463K -$4.21K -20 -0.9%
TIM
3360
Triad Investment Management
California
$463K
BSWM
3361
Boston Standard Wealth Management
Massachusetts
$462K +$462K +2,198 New
BFG
3362
Baron Financial Group
New Jersey
$459K +$459K +2,181 New
DPI
3363
Diversified Portfolios Inc
Michigan
$458K -$11.8K -56 -3%
PIA
3364
Powell Investment Advisors
Florida
$456K +$6.52K +31 +1%
LSA
3365
Lion Street Advisors
Texas
$456K +$456K +2,137 New
AFIA
3366
America First Investment Advisors
Nebraska
$455K
SBF
3367
Sara-Bay Financial
Florida
$453K -$642K -3,050 -59%
Harris Associates
3368
Harris Associates
Illinois
$452K -$44.1K -210 -9%
PWS
3369
Paragon Wealth Strategies
Florida
$452K +$162K +771 +56%
PS
3370
Planned Solutions
California
$452K +$452K +2,151 New
HWM
3371
Holloway Wealth Management
Florida
$451K -$316K
BHWM
3372
Bay Harbor Wealth Management
Maryland
$446K +$54.5K +259 +14%
PFM
3373
Peak Financial Management
Massachusetts
$445K -$81.8K -389 -16%
FEG
3374
Financial Enhancement Group
Indiana
$441K +$421 +2 +0.1%
EA
3375
Ellsworth Advisors
Ohio
$437K +$3.58K +17 +0.8%