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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 %
PWMAG
2051
Pinnacle Wealth Management Advisory Group
New Jersey
$6.14M +$249K +1,226 +4%
AIM
2052
Aspen Investment Management
Michigan
$6.12M +$426K +2,095 +7%
HZ
2053
Hixon Zuercher
Ohio
$6.12M +$361K +1,775 +6%
NAM
2054
Nexpoint Asset Management
Texas
$6.11M -$2.46M -12,100 -29%
LC
2055
Loews Corp
New York
$6.11M -$1.32M -6,500 -18%
IA
2056
IFG Advisory
Georgia
$6.1M +$52.3K +257 +0.9%
IP
2057
Investment Partners
Ohio
$6.08M -$54.3K -267 -0.9%
VCA
2058
Verdence Capital Advisors
Maryland
$6.07M +$170K +834 +3%
RFWA
2059
RPg Family Wealth Advisory
Massachusetts
$6.06M -$69.8K -343 -1%
BMA
2060
Brooks Moore & Associates
Tennessee
$6.05M -$1.06M -5,220 -15%
BCM
2061
Birch Capital Management
Texas
$6.05M
WCM
2062
Windward Capital Management
California
$6.05M -$134K -658 -2%
CWG
2063
Cornerstone Wealth Group
North Carolina
$6.04M +$1.45M +7,117 +32%
EFSCE
2064
Enterprise Financial Services Corp (EFSC)
Missouri
$6.03M -$67.6K -332 -1%
FSC
2065
Full Sail Capital
Oklahoma
$6.03M -$200K -958 -3%
HIS
2066
Horizon Investment Services
Indiana
$6.02M -$8.14K -40 -0.1%
AWM
2067
Affinity Wealth Management
Delaware
$6.01M +$192K +938 +3%
FI
2068
FormulaFolio Investments
Michigan
$6M -$918K -4,511 -13%
SS
2069
Sunbelt Securities
Texas
$5.99M -$1.57M -7,728 -21%
BFO
2070
Biltmore Family Office
North Carolina
$5.97M +$5.09K +25 +0.1%
VSWA
2071
Vontobel Swiss Wealth Advisors
Switzerland
$5.95M +$407K +1,999 +7%
WA
2072
Wealth Advisors
California
$5.93M +$153K +728 +3%
GBT
2073
Grove Bank & Trust
Florida
$5.93M +$602K +2,959 +11%
NB
2074
Nicolet Bankshares
Wisconsin
$5.93M +$1.83K +9 +0%
CAIMH
2075
Central Asset Investments & Management Holdings
Hong Kong
$5.92M +$3.83M +18,824 +184%