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Microsoft

3,958 hedge funds and large institutions have $1.19T invested in Microsoft in 2020 Q4 according to their latest regulatory filings, with 512 funds opening new positions, 1,623 increasing their positions, 1,614 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,958
Holders Change
+381
Holders Change %
+10.65%
% of All Funds
70.23%
Holding in Top 10
2,048
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+1.74%
% of All Funds
36.34%
New
512
Increased
1,623
Reduced
1,614
Closed
75
Calls
$23.7B
Puts
$25.4B
Net Calls
-$1.63B
Net Calls Change
-$814M
Name Holding Trade Value Shares
Change
Shares
Change %
OIS
2601
Okabena Investment Services
Minnesota
$3.75M -$543K -2,439 -13%
DI
2602
DFPG Investments
Utah
$3.75M +$60.4K +275 +2%
RCA
2603
Rowland Carmichael Advisors
Arizona
$3.74M +$111K +498 +3%
NWS
2604
Newport Wealth Strategies
California
$3.74M
CBFP
2605
Cedar Brook Financial Partners
Ohio
$3.74M +$211K +948 +6%
RWA
2606
Redhawk Wealth Advisors
Minnesota
$3.74M +$502K +2,257 +16%
NIM
2607
NXG Investment Management
Texas
$3.74M -$227K -1,021 -6%
MSS
2608
Mitchell Sinkler & Starr
Pennsylvania
$3.74M -$211K -950 -5%
EVC
2609
Eidelman Virant Capital
Missouri
$3.73M -$1.65M -7,410 -31%
FWM
2610
Fairhaven Wealth Management
Illinois
$3.73M +$442K +1,987 +13%
FDS
2611
Freedom Day Solutions
Texas
$3.73M -$133K -598 -3%
SW
2612
SkyOak Wealth
Michigan
$3.72M +$119K +535 +3%
BMC
2613
Beaton Management Company
Massachusetts
$3.72M +$167K +750 +5%
FC
2614
Forte Capital
New York
$3.72M +$56.5K +254 +2%
WA
2615
Wambolt & Associates
Colorado
$3.71M +$271K +1,220 +8%
BCP
2616
Blackhawk Capital Partners
Wisconsin
$3.71M +$48.8K +232 +1%
FMB
2617
Field & Main Bank
Kentucky
$3.71M -$337K -1,515 -8%
BZWA
2618
Blue Zone Wealth Advisors
California
$3.7M +$222K +1,000 +6%
SICM
2619
Sustainable Insight Capital Management
New York
$3.69M +$3.69M +16,598 New
SWP
2620
Strategic Wealth Partners
Ohio
$3.69M +$185K +830 +5%
LA
2621
Legacy Advisors
Pennsylvania
$3.69M -$88.1K -396 -2%
WG
2622
Watchman Group
Texas
$3.69M -$58.9K -265 -2%
CBT
2623
CoreFirst Bank & Trust
Kansas
$3.69M +$3.69M +16,573 New
OCM
2624
Orser Capital Management
Texas
$3.69M +$43.1K +194 +1%
CFO
2625
Collective Family Office
Pennsylvania
$3.68M +$3.68M +16,557 New