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 %
WC
3451
Weil Company
California
$284K +$284K +1,395 New
BWI
3452
Beacon Wealthcare Inc
North Carolina
$281K -$17.7K -87 -6%
PWS
3453
Paragon Wealth Strategies
Florida
$280K +$2.85K +14 +1%
TC
3454
Tatro Capital
Kentucky
$278K -$54.7K -269 -16%
BCM
3455
Birmingham Capital Management
Alabama
$278K
SFA
3456
Spectrum Financial Alliance
Kentucky
$276K +$610 +3 +0.2%
PC
3457
Permanens Capital
New York
$276K +$191K +937 +226%
BF
3458
Blankinship & Foster
California
$275K
PW
3459
Price Wealth
Texas
$274K +$18.7K +92 +7%
TPW
3460
Tiller Private Wealth
Pennsylvania
$271K +$12.4K +61 +5%
MCIA
3461
Mountain Capital Investment Advisors
Colorado
$269K +$269K +1,293 New
MWC
3462
MKD Wealth Coaches
Michigan
$269K +$269K +1,321 New
WCM
3463
Wealthcare Capital Management
Virginia
$268K +$129K +637 +93%
APSP
3464
Asset Planning Services (Pennsylvania)
Pennsylvania
$268K +$268K +1,319 New
CFS
3465
Cannon Financial Strategists
Georgia
$266K +$266K +1,308 New
USGIU
3466
U.S. Global Investors (USGI)
Texas
$265K +$265K +1,300 New
AIS
3467
American Investment Services
Massachusetts
$263K -$155K -760 -37%
LIC
3468
Laurus Investment Counsel
Canada
$257K +$257K +1,262 New
AWM
3469
Altus Wealth Management
Kentucky
$254K -$4.06K -20 -2%
CCM
3470
Coe Capital Management
Illinois
$254K +$254K +1,250 New
HCIA
3471
Hochman Cole Investment Advisors
Illinois
$251K -$8.76K -43 -3%
EP
3472
EPIQ Partners
Minnesota
$251K +$251K +1,231 New
MWP
3473
Moller Wealth Partners
$247K +$247K +1,212 New
T
3474
TrueFG
Texas
$244K +$244K +1,200 New
CIG
3475
Cairn Investment Group
Washington
$243K +$243K +1,195 New