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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 %
TIP
1726
Torray Investment Partners
Maryland
$8.97M -$54.7K -269 -0.6%
SFO
1727
Stokes Family Office
Louisiana
$8.97M +$248K +1,218 +3%
ACM
1728
Academy Capital Management
Texas
$8.97M +$8.97M +44,079 New
TCOK
1729
Trust Company of Kansas
Kansas
$8.96M -$1.49M -7,338 -14%
NL
1730
NVWM LLC
Pennsylvania
$8.94M -$51.5K -253 -0.6%
WPIC
1731
White Pine Investment Company
Michigan
$8.93M -$1.82M -8,942 -17%
JGUA
1732
John G. Ullman & Associates
New York
$8.91M +$61.7K +303 +0.7%
QI
1733
QV Investors
Alberta, Canada
$8.91M -$4.06M -19,970 -31%
BMCM
1734
Bryn Mawr Capital Management
Pennsylvania
$8.9M +$81K +398 +0.9%
GAM
1735
Grandview Asset Management
Pennsylvania
$8.9M +$6.31M +30,989 +243%
BAM
1736
Bruderman Asset Management
New York
$8.9M +$315K +1,538 +4%
OPS
1737
Orion Portfolio Solutions
Nebraska
$8.89M +$1.21M +5,930 +16%
CCM
1738
Compton Capital Management
Rhode Island
$8.88M +$178K +875 +2%
SFSG
1739
Stearns Financial Services Group
North Carolina
$8.88M -$353K -1,737 -4%
MWM
1740
Marietta Wealth Management
Georgia
$8.87M -$290K -1,426 -3%
LSPW
1741
Lake Street Private Wealth
Illinois
$8.87M +$115K +564 +1%
SAM
1742
Smithbridge Asset Management
Pennsylvania
$8.86M -$437K -2,145 -5%
AWM
1743
Avior Wealth Management
Nebraska
$8.84M +$42.5K +209 +0.5%
CIAS
1744
Capital Investment Advisory Services
North Carolina
$8.84M +$415K +2,038 +5%
KFGK
1745
Keystone Financial Group (Kentucky)
Kentucky
$8.83M -$8.75K -43 -0.1%
TPWA
1746
TRUE Private Wealth Advisors
Oregon
$8.83M +$163K +801 +2%
CHAM
1747
Clear Harbor Asset Management
Connecticut
$8.82M +$38.7K +190 +0.4%
WPC
1748
White Pine Capital
Minnesota
$8.81M -$127K -626 -1%
CFG
1749
Cambridge Financial Group
Ohio
$8.8M -$166K -816 -2%
AL
1750
Aspiriant LLC
California
$8.8M -$138K -679 -2%