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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 %
FC
2426
Forte Capital
New York
$3.64M +$240K +1,179 +7%
AWM
2427
Apollon Wealth Management
South Carolina
$3.64M +$2.73M +13,393 +300%
FDS
2428
Freedom Day Solutions
Texas
$3.63M +$38.9K +191 +1%
TVWM
2429
Tower View Wealth Management
Wisconsin
$3.63M -$103K -507 -3%
AWS
2430
Arkfeld Wealth Strategies
Nebraska
$3.63M -$17.5K -86 -0.5%
QPWM
2431
Quadrant Private Wealth Management
Pennsylvania
$3.63M +$650K +3,193 +22%
KL
2432
KWMG LLC
Kansas
$3.62M +$283K +1,391 +8%
SRSA
2433
S.R. Schill & Associates
Washington
$3.62M +$65.1K +320 +2%
NC
2434
NovaPoint Capital
Georgia
$3.62M +$17.9K +88 +0.5%
MIM
2435
Montgomery Investment Management
Maryland
$3.62M -$81.4K -400 -2%
GIA
2436
Gladstone Institutional Advisory
Florida
$3.61M -$1.27M -6,226 -26%
FCA
2437
FLC Capital Advisors
California
$3.61M +$208K +988 +6%
OCPWS
2438
One Charles Private Wealth Services
Massachusetts
$3.61M +$555K +2,714 +18%
RCIM
2439
Red Cedar Investment Management
Michigan
$3.61M +$3.3M +16,208 +1,074%
CA
2440
Centerpoint Advisors
Massachusetts
$3.6M +$92.4K +454 +3%
LA
2441
Legacy Advisors
Pennsylvania
$3.6M +$645K +3,171 +22%
SWP
2442
Strategic Wealth Partners
Ohio
$3.59M +$487K +2,395 +16%
TA
2443
Trellis Advisors
Washington
$3.59M -$138K -677 -4%
RCM
2444
Riverpark Capital Management
New York
$3.58M -$2.68M -13,164 -43%
IIC
2445
Integrated Investment Consultants
Michigan
$3.58M -$173K -851 -5%
FCFS
2446
First Command Financial Services
Texas
$3.57M +$118K +579 +3%
FCB
2447
First Command Bank
Texas
$3.57M +$118K +579 +3%
GLLW
2448
Graves Light Lenhart Wealth
Virginia
$3.56M -$67.1K -330 -2%
UBG
2449
United Bank (Georgia)
Georgia
$3.56M -$15.9K -78 -0.4%
PIMG
2450
Patriot Investment Management Group
Tennessee
$3.56M +$91.8K +451 +3%