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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 %
SSWG
3526
Seven Springs Wealth Group
Tennessee
$83K -$597K -2,950 -88%
HF
3527
Halpern Financial
Virginia
$75.7K +$18.9K +93 +33%
YAL
3528
Your Advocates Ltd
Texas
$71K +$60.7K +300 +588%
AFS
3529
Aft Forsyth & Sober
Florida
$71K +$71K +350 New
LAS
3530
Lloyd Advisory Services
Georgia
$66K -$1.43K -7 -2%
CM
3531
Caption Management
Oklahoma
$61K -$1.02M -5,000 -94%
CWA
3532
Carolina Wealth Advisors
South Carolina
$58K
IWP
3533
IAG Wealth Partners
Wisconsin
$51K
SWM
3534
Selective Wealth Management
Virginia
$48K +$10.2K +50 +27%
VAIA
3535
Virtus Alternative Investment Advisers
Connecticut
$48K +$48K +237 New
AWA
3536
Artemis Wealth Advisors
New York
$45K
VEA
3537
Virtus ETF Advisers
New York
$40K +$27.9K +136 +231%
TJHA
3538
Thomas J. Herzfeld Advisors
Florida
$25K -$5.24K -26 -17%
MG
3539
MilWealth Group
Wisconsin
$20.4K -$36K -177 -64%
WAM
3540
Wolverine Asset Management
Illinois
$19K +$19K +98 New
NIMC
3541
NWQ Investment Management Company
California
$16.7K -$2K -9,844 -11%
GC
3542
Globeflex Capital
California
$16K -$1.2K -6 -7%
WAMC
3543
Western Asset Management Company
California
$16K +$12.9K +63 +420%
FI
3544
Financial Insights
Washington
$10.2K -$455K -49,206 -98%
TI
3545
tru Independence
Oregon
$9.35K -$3.71K -18,268 -28%
LGWM
3546
Litman Gregory Wealth Management
California
$9K
JG
3547
Jefferies Group
New York
$7.13K -$3.36K -16,488 -32%
NA
3548
Nottingham Advisors
New York
$1.33K -$6 -29 -0.5%
BSG
3549
Black Swift Group
Colorado
$1K
PIA
3550
Piedmont Investment Advisors
North Carolina
-$179M -1,137,309 Closed