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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 %
MPWT
626
MassMutual Private Wealth & Trust
Connecticut
$63.1M +$2.44M +11,996 +4%
EWA
627
EP Wealth Advisors
California
$62.5M -$2.17M -10,679 -3%
GJIC
628
Gamble Jones Investment Counsel
California
$62.4M -$3.71M -18,215 -6%
PIM
629
Parker Investment Management
California
$61.9M +$1.72M +8,461 +3%
LCS
630
Levin Capital Strategies
New York
$61.7M -$13.8M -67,843 -18%
PWP
631
Private Wealth Partners
California
$61.2M -$1.87M -9,209 -3%
CMG
632
Cavalry Management Group
California
$60.9M -$7.5M -36,871 -11%
KA
633
Kintegral Advisory
New York
$60.9M
NEI
634
Northwest & Ethical Investments
Ontario, Canada
$60.4M +$3.66M +17,984 +6%
DMIC
635
Dixon Mitchell Investment Counsel
British Columbia, Canada
$60.4M -$29.5K -145 -0%
ORI
636
Oak Ridge Investments
Illinois
$60.2M -$682K -3,351 -1%
BG
637
Bollard Group
Massachusetts
$60M -$289K -1,419 -0.5%
ICP
638
Ironvine Capital Partners
Nebraska
$59.7M -$7.49M -36,802 -11%
DIA
639
Dana Investment Advisors
Wisconsin
$59.7M -$3.62M -17,794 -6%
MLL
640
Moody Lynn & Lieberson
Massachusetts
$59.3M -$956K -4,698 -2%
CTC
641
Central Trust Company
Missouri
$59.3M +$468K +2,302 +0.8%
MCM
642
Maryland Capital Management
Maryland
$59.1M -$459K -2,257 -0.8%
HCMNY
643
Howard Capital Management (New York)
New York
$58.9M -$433K -2,129 -0.7%
TCM
644
Twin Capital Management
Pennsylvania
$58.8M -$4.3M -21,131 -7%
WT
645
Washington Trust
Rhode Island
$58.7M -$1.61M -8,106 -3%
SL
646
Summitry LLC
California
$58.5M -$6.51M -31,973 -10%
CIC
647
Carnegie Investment Counsel
Ohio
$58.3M +$450K +2,215 +0.8%
ECM
648
Estabrook Capital Management
New York
$58.2M -$2.24M -11,029 -4%
KWILP
649
Kiwi Wealth Investments Limited Partnership
New Zealand
$58M +$1.14M +5,593 +2%
LF
650
Lannebo Fonder
Sweden
$58M +$6.11M +30,000 +12%