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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 %
KFP
2001
Keystone Financial Planning
Ohio
$6.49M -$11.6K -57 -0.2%
HFS
2002
HBC Financial Services
Washington
$6.47M -$79.9K -384 -1%
BCA
2003
Bray Capital Advisors
Florida
$6.46M -$32.6K -160 -0.5%
VCM
2004
Versant Capital Management
Arizona
$6.46M +$55.6K +273 +0.9%
LFGH
2005
Lee Financial Group Hawaii
Hawaii
$6.45M -$55.6K -273 -0.9%
PWPS
2006
Pinnacle Wealth Planning Services
Ohio
$6.45M -$437K -2,149 -6%
MCM
2007
Manchester Capital Management
Vermont
$6.44M -$82K -403 -1%
CT
2008
Columbia Trust
Oregon
$6.42M -$78.3K -385 -1%
GCM
2009
Gibraltar Capital Management
Oklahoma
$6.4M -$239K -1,176 -4%
PCG
2010
Private Capital Group
Connecticut
$6.4M -$238K -1,167 -4%
MMPW
2011
Mitchell McLeod Pugh & Williams
Alabama
$6.39M -$115K -565 -2%
HI
2012
Harrington Investments
California
$6.39M +$71.4K +351 +1%
LWMM
2013
Legacy Wealth Management (Mississippi)
Mississippi
$6.37M +$173K +849 +3%
CIP
2014
Convergence Investment Partners
Florida
$6.36M -$728K -3,579 -10%
HCM
2015
Highlander Capital Management
New Jersey
$6.36M
HCA
2016
Harbour Capital Advisors
Virginia
$6.36M +$550K +2,702 +9%
PWSG
2017
Pacific Wealth Strategies Group
California
$6.36M -$27.9K -137 -0.4%
F
2018
Filament
Washington
$6.35M -$188K -924 -3%
N
2019
Natixis
France
$6.35M -$455M -2,235,732 -99%
LPIC
2020
LeJeune Puetz Investment Counsel
Michigan
$6.35M -$86.5K -425 -1%
TCM
2021
Tandem Capital Management
New Jersey
$6.35M -$791K -3,885 -11%
HCM
2022
Hillman Capital Management
Maryland
$6.34M -$38.1K -187 -0.6%
IIA
2023
IPG Investment Advisors
California
$6.33M -$1.45M -7,106 -19%
CA
2024
Claro Advisors
Massachusetts
$6.31M +$291K +1,429 +5%
HCM
2025
Hollencrest Capital Management
California
$6.3M +$140K +689 +2%