MSFT icon

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 %
DC
3376
Derby & Company
Massachusetts
$401K +$81.5K +400 +26%
JC
3377
Jentner Corp
Ohio
$389K -$20.8K -102 -5%
SIMG
3378
Stephens Investment Management Group
Texas
$387K +$69.6K +342 +22%
OPPTF
3379
OPSEU Pension Plan Trust Fund
Ontario, Canada
$384K -$295K -1,480 -43%
JWM
3380
Janiczek Wealth Management
Colorado
$382K +$35K +172 +10%
GSAM
3381
Grant Street Asset Management
Pennsylvania
$381K +$381K +1,872 New
BHWM
3382
Bay Harbor Wealth Management
Maryland
$379K +$14.7K +72 +4%
GWAG
3383
Garrett Wealth Advisory Group
Texas
$379K +$34.3K +169 +10%
SWM
3384
Shakespeare Wealth Management
Wisconsin
$375K
AWM
3385
Alterna Wealth Management
Texas
$375K +$25.4K +125 +7%
CFIA
3386
Cantor Fitzgerald Investment Advisors
New York
$373K
QWM
3387
Quaker Wealth Management
New Jersey
$372K +$1.02K +5 +0.3%
SMG
3388
Smart Money Group
Texas
$366K -$9.36K -46 -2%
CB
3389
Cooke & Bieler
Pennsylvania
$366K
TFA
3390
Tobias Financial Advisors
Florida
$363K -$10.8K -53 -3%
KTA
3391
Keeley-Teton Advisors
Illinois
$363K +$21.2K +104 +6%
PD
3392
Planning Directions
Pennsylvania
$361K -$666K -3,276 -65%
AFG
3393
Affinia Financial Group
Massachusetts
$357K -$85.2K -419 -19%
YMRC
3394
Yorktown Management & Research Company
Virginia
$356K -$234K -1,150 -40%
LK
3395
Lumbard & Kellner
New Hampshire
$356K
SRAM
3396
Stone Ridge Asset Management
New York
$354K -$4.03M -19,800 -92%
PDM
3397
Penn Davis McFarland
Texas
$354K
DTIM
3398
Danda Trouve Investment Management
Kansas
$351K +$5.09K +25 +1%
SCM
3399
Seascape Capital Management
New Hampshire
$351K +$351K +1,725 New
FPC
3400
Falcon Point Capital
California
$350K