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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 %
HH
1426
Hilltop Holdings
Texas
$13.7M +$5.99M +29,422 +78%
VWM
1427
Venturi Wealth Management
Texas
$13.6M -$58.2K -286 -0.4%
SBCM
1428
Schwerin Boyle Capital Management
Massachusetts
$13.6M -$286K -1,405 -2%
HRC
1429
Hoertkorn Richard Charles
$13.6M -$467K -2,295 -3%
FDCC
1430
Foster Dykema Cabot & Co
Massachusetts
$13.6M -$23.6K -116 -0.2%
SV
1431
Sturgeon Ventures
United Kingdom
$13.6M +$505K +2,481 +4%
PLFAM
1432
Pineno Levin & Ford Asset Management
Virginia
$13.6M -$352K -1,729 -3%
NFG
1433
Next Financial Group
Texas
$13.6M +$1.23M +6,059 +10%
MCM
1434
McMillion Capital Management
North Carolina
$13.5M -$3.61M -17,751 -21%
ECM
1435
Exchange Capital Management
Michigan
$13.5M -$500K -2,456 -4%
HIC
1436
Harbor Island Capital
Massachusetts
$13.5M
CCM
1437
Crossvault Capital Management
Texas
$13.4M -$94.6K -465 -0.7%
ANBT
1438
American National Bank & Trust
Texas
$13.4M -$240K -1,179 -2%
IWC
1439
Integrated Wealth Concepts
Massachusetts
$13.4M +$1.17M +5,764 +10%
VNA
1440
Valley National Advisers
Pennsylvania
$13.4M -$443K -2,179 -3%
TWMP
1441
Taylor Wealth Management Partners
Massachusetts
$13.4M -$1.74M -8,550 -12%
LWM
1442
Lyell Wealth Management
California
$13.3M +$102K +499 +0.8%
ACS
1443
Archford Capital Strategies
Illinois
$13.3M +$221K +1,086 +2%
ACM
1444
Allred Capital Management
Texas
$13.2M +$175K +858 +1%
TAM
1445
Telemark Asset Management
Massachusetts
$13.2M
JWM
1446
JGP Wealth Management
Oregon
$13.2M +$113K +533 +0.9%
ANTB
1447
AMG National Trust Bank
Colorado
$13.2M +$9.92M +48,761 +307%
WTFG
1448
Wells Trecaso Financial Group
Ohio
$13.1M -$87.5K -430 -0.7%
LG
1449
LaFleur & Godfrey
Michigan
$13.1M -$58K -285 -0.4%
RP
1450
Rice Partnership
Hawaii
$13.1M +$748K +3,675 +6%