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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 %
BCM
3426
Beddow Capital Management
Wyoming
$310K +$310K +1,525 New
UIA
3427
UBP Investment Advisors
Switzerland
$309K
PFA
3428
Plotkin Financial Advisors
Maryland
$308K
CCA
3429
Conservest Capital Advisors
Pennsylvania
$308K -$18.5K -91 -6%
HWA
3430
Hilltop Wealth Advisors
North Carolina
$308K
BA
3431
Ballew Advisors
Mississippi
$307K +$24.4K +117 +9%
TSS
3432
Thomas Story & Son
Indiana
$305K
SC
3433
Steph & Co
Wisconsin
$305K +$176K +868 +137%
BIP
3434
Blueprint Investment Partners
North Carolina
$305K +$305K +1,499 New
FA
3435
Faithward Advisors
Pennsylvania
$303K +$34.5K +170 +13%
C1AG
3436
Client 1st Advisory Group
Florida
$302K +$302K +1,480 New
FWCM
3437
First Western Capital Management
California
$301K -$84.9K -417 -22%
CA
3438
Corrado Advisors
New Jersey
$301K -$18.1K -89 -6%
FSWA
3439
Financial Synergies Wealth Advisors
Texas
$300K -$22.4K -110 -7%
MAP
3440
Milestone Advisory Partners
North Carolina
$299K
RP
3441
Reinhart Partners
Wisconsin
$296K
SSM
3442
Sound Shore Management
Connecticut
$295K -$103M -505,566 -100%
PP
3443
Peconic Partners
New York
$294K -$2.08M -10,245 -88%
NCP
3444
NexWave Capital Partners
New York
$289K +$289K +1,097 New
SG
3445
Strid Group
Pennsylvania
$288K -$5.1K -25 -2%
JFG
3446
JMG Financial Group
Illinois
$287K -$370K -1,816 -56%
TWP
3447
Total Wealth Planning
Ohio
$287K +$203 +1 +0.1%
RHJA
3448
Rice Hall James & Associates
California
$285K -$10.2K -50 -3%
DMK
3449
David M. Knott
$285K
HWA
3450
Heartwood Wealth Advisors
Virginia
$285K