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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 %
LOAMU
1926
Lombard Odier Asset Management (USA)
New York
$7.12M +$2.04M +10,000 +40%
EIA
1927
Eastover Investment Advisors
North Carolina
$7.12M +$54.5K +268 +0.8%
SCA
1928
Stokes Capital Advisors
South Carolina
$7.11M +$229K +1,125 +3%
GA
1929
GFS Advisors
Texas
$7.11M +$64.5K +317 +0.9%
SCG
1930
Sonata Capital Group
Washington
$7.1M -$508K -2,494 -7%
JIP
1931
Jaffetilchin Investment Partners
Florida
$7.08M +$770K +3,785 +12%
JFA
1932
JNBA Financial Advisors
Minnesota
$7.07M -$235K -1,157 -3%
BCCM
1933
Bridge Creek Capital Management
Massachusetts
$7.06M -$111K -545 -2%
DSA
1934
Droms Strauss Advisors
Missouri
$7.05M -$52.9K -260 -0.7%
TCM
1935
Traynor Capital Management
Pennsylvania
$7.05M +$1.02M +5,025 +17%
NP
1936
NorthRock Partners
Minnesota
$7.03M +$605K +2,974 +9%
SOAMC
1937
Spirit of America Management Corp
New York
$7.02M +$378K +1,855 +6%
JSL
1938
JT Stratford LLC
Georgia
$7.02M +$1.51M +7,424 +27%
JCM
1939
Jacobi Capital Management
Pennsylvania
$7.01M -$228K -1,108 -3%
MWM
1940
Modera Wealth Management
New Jersey
$7M -$46K -226 -0.7%
SXL
1941
Summit X LLC
Missouri
$6.99M +$774K +3,815 +12%
VIA
1942
Vident Investment Advisory
Georgia
$6.99M -$1.39M -6,810 -17%
FIM
1943
Freedom Investment Management
Connecticut
$6.99M -$494K -2,427 -7%
IA
1944
IndexIQ Advisors
New York
$6.99M +$3.95M +19,396 +130%
SC
1945
Searle & Co
Connecticut
$6.96M -$27.9K -137 -0.4%
VBFG
1946
Vishria Bird Financial Group
Tennessee
$6.95M -$84.5K -415 -1%
DTC
1947
Davidson Trust Company
Washington
$6.94M +$106K +522 +2%
BCM
1948
Bayesian Capital Management
New York
$6.94M +$6.94M +34,100 New
SW
1949
SlateStone Wealth
Florida
$6.91M -$120K -589 -2%
TIA
1950
Trust Investment Advisors
Indiana
$6.9M +$27.5K +135 +0.4%