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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 %
PV
2126
Private Vista
Illinois
$5.62M -$1.13M -5,550 -17%
HWM
2127
Hohimer Wealth Management
Washington
$5.61M -$881K -4,331 -14%
PCA
2128
Providence Capital Advisors
North Carolina
$5.61M -$156K -768 -3%
PJB
2129
Paul John Balson
California
$5.6M +$361K +1,776 +7%
ABP
2130
Arthur B. Page
$5.6M -$717K -3,523 -11%
ACM
2131
Alpha Capital Management
Texas
$5.6M +$678K +3,333 +14%
SMFS
2132
Squar Milner Financial Services
California
$5.58M -$896K -4,403 -14%
CA
2133
Cornerstone Advisory
Maryland
$5.58M +$1.65M +8,113 +42%
VLC
2134
Van Leeuwen & Company
New Jersey
$5.57M +$171K +841 +3%
BS
2135
Bessemer Securities
New York
$5.56M -$183K -900 -3%
RFM
2136
Royal Fund Management
Florida
$5.55M +$80K +393 +1%
PFBT
2137
Parkside Financial Bank & Trust
Missouri
$5.55M +$610K +2,996 +12%
PA
2138
Probity Advisors
Texas
$5.54M -$85.1K -418 -2%
CCG
2139
Chatham Capital Group
Georgia
$5.52M +$172K +845 +3%
HIM
2140
Herald Investment Management
United Kingdom
$5.52M
CLC
2141
Charles-Lim Capital
Hong Kong
$5.52M +$5.52M +27,122 New
PRWA
2142
Platte River Wealth Advisors
Colorado
$5.51M +$5.51M +26,130 New
BCM
2143
Brooktree Capital Management
Michigan
$5.5M -$10.2K -50 -0.2%
NFG
2144
Nadler Financial Group
Illinois
$5.5M -$48.6K -239 -0.9%
CAM
2145
Costello Asset Management
Pennsylvania
$5.5M +$5.5M +27,035 New
PO
2146
Private Ocean
California
$5.5M -$560K -2,754 -9%
IRAG
2147
Investment Research & Advisory Group
Georgia
$5.49M +$134K +666 +3%
VC
2148
Veracity Capital
Georgia
$5.48M -$378K -1,856 -6%
WA
2149
Wealth Alliance
New York
$5.48M -$81.4K -400 -1%
ARMC
2150
American Research & Management Company
Massachusetts
$5.45M -$31.7K -156 -0.6%