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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 %
RGIA
1751
Rainier Group Investment Advisory
Washington
$8.8M +$8.8M +43,238 New
AIA
1752
Affinity Investment Advisors
California
$8.8M -$1.28M -6,266 -13%
BIMC
1753
Benson Investment Management Company
Virginia
$8.79M +$52.9K +260 +0.6%
WBC
1754
West Branch Capital
Massachusetts
$8.77M +$919K +4,514 +12%
BO
1755
Bank OZK
Arkansas
$8.77M -$9.97K -49 -0.1%
CIM
1756
Chapman Investment Management
California
$8.77M +$4.27K +21 +0%
LKIM
1757
Lawson Kroeker Investment Management
Nebraska
$8.74M -$17.3K -85 -0.2%
OIA
1758
Optimum Investment Advisors
Illinois
$8.73M +$269K +1,324 +3%
PFS
1759
Physicians Financial Services
North Carolina
$8.72M +$728K +3,575 +9%
RB
1760
Rodgers Brothers
Pennsylvania
$8.72M -$224K -1,100 -3%
JWM
1761
Jupiter Wealth Management
Colorado
$8.7M -$874K -4,130 -9%
LOPW
1762
Live Oak Private Wealth
North Carolina
$8.69M +$248K +1,220 +3%
BBL
1763
Beck Bode LLC
Massachusetts
$8.67M +$1.03M +5,054 +13%
FANJ
1764
Financial Architects (New Jersey)
New Jersey
$8.66M +$252K +1,237 +3%
MUAMU
1765
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$8.65M +$611K +3,000 +8%
CFGS
1766
Concourse Financial Group Securities
Alabama
$8.61M +$738K +3,627 +9%
OC
1767
Oarsman Capital
Wisconsin
$8.61M +$5.28M +25,958 +159%
EWM
1768
Executive Wealth Management
Michigan
$8.6M -$821K -4,035 -9%
MPA
1769
Marvin & Palmer Associates
Delaware
$8.6M +$1.17M +5,772 +16%
TIA
1770
Tiemann Investment Advisors
California
$8.57M -$136K -669 -2%
BOS
1771
Bingham Osborn & Scarborough
California
$8.56M +$460K +2,258 +6%
NME
1772
Notis-McConarty Edward
$8.56M -$439K -2,158 -5%
M
1773
Mirova
France
$8.55M +$1.53M +7,527 +22%
TCCM
1774
Timber Creek Capital Management
Massachusetts
$8.55M -$398K -1,955 -4%
T2I
1775
Turim 21 Investimentos
Brazil
$8.54M +$4.85M +23,822 +131%