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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 %
HAC
3451
Harbor Advisory Corp
New Hampshire
$318K -$5.25K -25 -2%
HWA
3452
Hilltop Wealth Advisors
North Carolina
$318K
LWIC
3453
Leith Wheeler Investment Counsel
British Columbia, Canada
$318K +$318K +1,512 New
HIM
3454
Hanlon Investment Management
New Jersey
$315K -$2.08M -9,877 -87%
WCM
3455
Wealthcare Capital Management
Virginia
$315K +$38K +181 +14%
BA
3456
Ballew Advisors
Mississippi
$314K +$4.83K +23 +2%
FWCM
3457
First Western Capital Management
California
$308K -$2.52K -12 -0.8%
RP
3458
Reinhart Partners
Wisconsin
$306K
C1AG
3459
Client 1st Advisory Group
Florida
$305K -$15.1K -70 -5%
PP
3460
Peconic Partners
New York
$304K
JFG
3461
JMG Financial Group
Illinois
$304K +$7.16K +34 +2%
ECM
3462
Ensemble Capital Management
California
$301K +$301K +1,430 New
SC
3463
Steph & Co
Wisconsin
$300K -$15.1K -72 -5%
CSIA
3464
Charles Schwab Investment Advisory
California
$300K +$65.5K +311 +28%
SG
3465
Strid Group
Pennsylvania
$297K
TWP
3466
Total Wealth Planning
Ohio
$297K +$420 +2 +0.1%
TC
3467
Tatro Capital
Kentucky
$297K +$9.46K +45 +3%
MWM
3468
McNaughton Wealth Management
California
$296K +$296K +1,408 New
HWA
3469
Heartwood Wealth Advisors
Virginia
$294K
RHJA
3470
Rice Hall James & Associates
California
$294K
DMK
3471
David M. Knott
$294K
SFPG
3472
Stonebridge Financial Planning Group
Florida
$291K -$46.3K -211 -14%
NCP
3473
NexWave Capital Partners
New York
$289K
IWP
3474
Insight Wealth Partners
Texas
$288K +$288K +1,371 New
BWI
3475
Beacon Wealthcare Inc
North Carolina
$287K -$3.15K -15 -1%