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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 %
W
2951
WealthOne
New York
$2.28M +$52.5K +236 +2%
GPWA
2952
Great Point Wealth Advisors
Massachusetts
$2.27M +$189K +848 +9%
CWA
2953
Clearview Wealth Advisors
Oregon
$2.27M +$2.27M +10,211 New
AFS
2954
Access Financial Services
Minnesota
$2.27M -$195K -877 -8%
DCM
2955
Delta Capital Management
New Jersey
$2.27M
LWA
2956
Lineweaver Wealth Advisors
Ohio
$2.26M +$132K +593 +6%
VFP
2957
Verus Financial Partners
Virginia
$2.26M -$2.45M -10,994 -52%
SKK
2958
Shepherd Kaplan Krochuk
Massachusetts
$2.26M -$150K -673 -6%
SCM
2959
Sterneck Capital Management
Missouri
$2.26M -$3.11K -14 -0.1%
DM
2960
Diker Management
New York
$2.26M
TC
2961
TwinBeech Capital
New York
$2.25M +$2.25M +10,130 New
IP
2962
Interval Partners
New York
$2.25M +$1.53M +6,865 +211%
SJIM
2963
St. Johns Investment Management
Florida
$2.25M -$2.45K -11 -0.1%
HHAM
2964
HITE Hedge Asset Management
Massachusetts
$2.25M
BG
2965
Berry Group
Massachusetts
$2.25M +$2.67K +12 +0.1%
AA
2966
Addison Advisors
Vermont
$2.25M +$2.25M +10,093 New
MPW
2967
Monterey Private Wealth
California
$2.24M +$47.6K +214 +2%
IFG
2968
Investors Financial Group
Minnesota
$2.23M +$143K +641 +7%
SFA
2969
Semmax Financial Advisors
North Carolina
$2.22M +$203K +911 +10%
JAMH
2970
Junson Asset Management (HK)
Hong Kong
$2.22M +$2.22M +10,000 New
LMAM
2971
Legg Mason Asset Management
Japan
$2.22M +$2.22M +9,967 New
DAM
2972
Doheny Asset Management
California
$2.21M +$4.45K +20 +0.2%
RWG
2973
Regal Wealth Group
California
$2.21M -$44K -198 -2%
KW
2974
KWB Wealth
California
$2.21M +$2.21M +9,919 New
PWM
2975
Peterson Wealth Management
Nevada
$2.21M +$25.8K +116 +1%