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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 %
AWM
2926
Arbor Wealth Management
Florida
$2.39M -$11.1K -50 -0.5%
KWA
2927
KCS Wealth Advisory
California
$2.38M +$161K +723 +7%
NF
2928
Nikulski Financial
Iowa
$2.38M +$125K +562 +6%
CC
2929
Copperleaf Capital
North Carolina
$2.38M -$190K -856 -7%
AC
2930
Apella Capital
Connecticut
$2.38M -$23.8K -107 -1%
GAMC
2931
Garner Asset Management Corp
Texas
$2.38M +$4.45K +20 +0.2%
BFWA
2932
Benchmark Financial Wealth Advisors
Florida
$2.37M +$44K +198 +2%
YIH
2933
Y-Intercept (HK)
Hong Kong
$2.37M +$2.37M +10,688 New
SL
2934
Stevard LLC
Illinois
$2.37M -$3M -13,487 -56%
RG
2935
Retirement Group
California
$2.37M +$109K +488 +5%
WDL
2936
Well Done LLC
Michigan
$2.36M +$898K +4,038 +62%
BA
2937
Ballast Advisors
Minnesota
$2.35M +$56.3K +253 +2%
FFG
2938
Fortem Financial Group
California
$2.35M -$18.7K -84 -0.8%
LIA
2939
LBMC Investment Advisors
Tennessee
$2.35M -$13.8K -62 -0.6%
MIM
2940
Miller Investment Management
Pennsylvania
$2.34M
FC
2941
Fusion Capital
South Carolina
$2.34M +$556K +2,499 +31%
AFA
2942
Atlanta Financial Associates
Georgia
$2.33M -$67.4K -303 -3%
ZF
2943
Zhang Financial
Michigan
$2.32M +$193K +871 +9%
CIAS
2944
CBIZ Investment Advisory Services
Ohio
$2.31M -$2.19M
ECAM
2945
East Coast Asset Management
Massachusetts
$2.31M -$5.12K -23 -0.2%
EWA
2946
Evolution Wealth Advisors
Florida
$2.29M -$723K -3,253 -24%
LB
2947
Legacy Bridge
Iowa
$2.29M +$145K +650 +7%
AIFAIM
2948
American Institute for Advanced Investment Management
Arizona
$2.29M +$1.56K +7 +0.1%
RIM
2949
Redwood Investment Management
Arizona
$2.29M -$377K -1,696 -14%
AWM
2950
Adams Wealth Management
Utah
$2.29M -$141K -632 -6%