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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 %
SFP
2026
Shepherd Financial Partners
Massachusetts
$6.3M -$462K -2,270 -7%
LCM
2027
Liberty Capital Management
Michigan
$6.29M +$1.02K +5 +0%
PCR
2028
Potrero Capital Research
California
$6.29M +$1.3M +6,400 +26%
EW
2029
Evoke Wealth
California
$6.28M +$106K +522 +2%
RA
2030
RFG Advisory
Alabama
$6.27M -$220K -1,081 -3%
BFC
2031
Bedel Financial Consulting
Indiana
$6.26M -$369K -1,815 -6%
RMAM
2032
Raab & Moskowitz Asset Management
New Jersey
$6.25M +$165K +809 +3%
FFG
2033
Frisch Financial Group
New York
$6.24M -$101K -497 -2%
BWM
2034
BerganKDV Wealth Management
Minnesota
$6.24M -$89.5K -440 -1%
MIC
2035
Meridian Investment Counsel
California
$6.24M +$25.4K +125 +0.4%
B
2036
Bellecapital
Switzerland
$6.24M +$454K +2,231 +8%
IFAM
2037
Institutional & Family Asset Management
Colorado
$6.23M +$32.2K +158 +0.5%
SFA
2038
Stewardship Financial Advisors
Georgia
$6.21M -$8.34K -41 -0.1%
IP
2039
Intellectus Partners
California
$6.2M +$54.9K +270 +0.9%
COF
2040
Capital One Financial
Virginia
$6.19M -$1.07M -5,277 -15%
MC
2041
Mathes Company
New York
$6.19M -$194K -955 -3%
BHBT
2042
Burke & Herbert Bank & Trust
Virginia
$6.19M -$48.8K -240 -0.8%
CFFP
2043
Center for Financial Planning
Michigan
$6.19M +$175K +859 +3%
BOM
2044
Bank of Marin
California
$6.18M +$365K +1,796 +6%
BC
2045
Breakline Capital
New York
$6.18M +$6.18M +30,346 New
AIA
2046
Angeles Investment Advisors
California
$6.16M -$1.25M -6,144 -17%
HC
2047
Hourglass Capital
Texas
$6.16M -$2.22M -10,893 -26%
ACM
2048
Alta Capital Management
Utah
$6.16M -$3.55M -17,426 -37%
PCS
2049
Personal CFO Solutions
New Jersey
$6.16M +$11.2K +55 +0.2%
MCA
2050
Morris Capital Advisors
Pennsylvania
$6.15M -$350K -1,719 -5%