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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 %
PGA
1801
Portland Global Advisors
Maine
$8.37M +$180K +885 +2%
CCWA
1802
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.35M +$8.35M +41,007 New
ZB
1803
Zions Bancorporation
Utah
$8.34M -$32.8K -161 -0.4%
CWM
1804
Chesapeake Wealth Management
Virginia
$8.3M +$628K +3,088 +8%
STB
1805
S&T Bank
Pennsylvania
$8.29M +$122K +599 +1%
WAP
1806
Wealthcare Advisory Partners
Pennsylvania
$8.29M +$104K +513 +1%
UF
1807
Univest Financial
Pennsylvania
$8.29M +$7.17M +35,243 +643%
JPMIA
1808
J.P. Marvel Investment Advisors
Massachusetts
$8.27M +$1.41M +6,928 +21%
KHLMTHM
1809
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$8.27M +$930K +4,571 +13%
NEIRG
1810
New England Investment & Retirement Group
Massachusetts
$8.26M +$6.81M +33,459 +468%
CIM
1811
Contravisory Investment Management
Massachusetts
$8.26M -$260K -1,341 -3%
JSC
1812
Jackson Square Capital
California
$8.26M +$288K +1,417 +4%
EP
1813
Eudaimonia Partners
Tennessee
$8.26M +$8.26M +40,596 New
ADL
1814
Asset Dedication LLC
California
$8.24M +$82.4K +405 +1%
MWVC
1815
Morgens Waterfall Vintiadis & Co
New York
$8.22M -$1.58M -7,750 -16%
BA
1816
Birinyi Associates
Connecticut
$8.22M -$1.5M -7,350 -15%
KWM
1817
Keebeck Wealth Management
Illinois
$8.2M +$194K +953 +2%
RI
1818
Rudd International
Florida
$8.14M -$606K -2,978 -7%
MCM
1819
Maytus Capital Management
New York
$8.14M -$2.54M -12,500 -24%
LGP
1820
Leonard Green & Partners
California
$8.14M +$8.14M +40,000 New
CT
1821
Clearstead Trust
Maine
$8.13M -$901K -4,428 -10%
SIA
1822
Soltis Investment Advisors
Utah
$8.13M +$2.23M +10,944 +38%
Koshinski Asset Management
1823
Koshinski Asset Management
Illinois
$8.13M +$178K +874 +2%
FCIM
1824
Fairview Capital Investment Management
California
$8.12M +$1.75M +8,606 +27%
CL
1825
Choreo LLC
Illinois
$8.12M -$375K -1,842 -4%