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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 %
CAM
1601
Cypress Asset Management
Texas
$10.9M -$511K -2,510 -4%
BCM
1602
Beck Capital Management
Texas
$10.8M -$109K -534 -1%
FAM
1603
Formidable Asset Management
Ohio
$10.8M +$312K +1,507 +3%
CPA
1604
Capital Planning Advisors
California
$10.8M -$287K -1,412 -3%
PM
1605
Precept Management
Texas
$10.8M
SNB
1606
Security National Bank
Nebraska
$10.7M +$179K +879 +2%
RWA
1607
River Wealth Advisors
Pennsylvania
$10.7M +$924K +4,539 +9%
WF
1608
WoodTrust Financial
Wisconsin
$10.7M -$1.6M -7,863 -13%
CRB
1609
Chad R. Baker
$10.7M
RSWM
1610
Robertson Stephens Wealth Management
California
$10.7M +$4.74M +23,295 +79%
RG
1611
Rikoon Group
New Mexico
$10.6M +$1.67M +8,210 +19%
MWA
1612
Meridian Wealth Advisors
Texas
$10.6M -$39.1K -192 -0.4%
LSAG
1613
Lake Street Advisors Group
New Hampshire
$10.6M +$1.26M +6,213 +14%
CICI
1614
Capital Investment Counsel Inc
North Carolina
$10.6M -$522K -2,567 -5%
AC
1615
Arjuna Capital
North Carolina
$10.6M -$304K -1,496 -3%
BWAM
1616
Boyd Watterson Asset Management
Ohio
$10.5M -$41.7K -205 -0.4%
PI
1617
PFS Investments
Georgia
$10.4M +$2.35M +11,549 +29%
BIA
1618
Biondo Investment Advisors
Pennsylvania
$10.4M -$306K -1,500 -3%
SG
1619
Swarthmore Group
Pennsylvania
$10.4M +$9.53M +46,847 +1,071%
WOSD
1620
WFA of San Diego
California
$10.4M +$10.4M +61,314 New
IUHSA
1621
Itau Unibanco Holding S.A.
Brazil
$10.4M +$6.08M +29,865 +140%
TYCC
1622
Texas Yale Capital Corp
Florida
$10.4M +$218K +1,072 +2%
MCM
1623
MKP Capital Management
New York
$10.4M +$10.4M +51,102 New
ISB
1624
Iowa State Bank
Iowa
$10.4M -$2.31M -11,349 -18%
JAM
1625
JCIC Asset Management
Ontario, Canada
$10.4M +$306K +1,504 +3%