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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 %
SFG
3001
Sowa Financial Group
Rhode Island
$2.1M -$62.3K -280 -3%
KFS
3002
Kaizen Financial Strategies
California
$2.09M +$2.09M +9,405 New
PIA
3003
Pinion Investment Advisors
Kansas
$2.09M +$146K +656 +8%
MWPCG
3004
Measured Wealth Private Client Group
New Hampshire
$2.09M -$624K -2,804 -23%
LC
3005
Lavaca Capital
Texas
$2.08M -$46.3K -208 -2%
MIM
3006
Merrion Investment Management
New Jersey
$2.07M +$2.07M +9,316 New
EIP
3007
Ellis Investment Partners
Pennsylvania
$2.07M +$49.8K +224 +2%
HAC
3008
Harbor Advisory Corp
New Hampshire
$2.07M +$1.73M +7,780 +514%
HCP
3009
Hexagon Capital Partners
Arkansas
$2.07M -$113K -510 -5%
BFA
3010
Beacon Financial Advisory
Ohio
$2.06M +$363K +1,634 +21%
BI
3011
Ballast Inc
Kentucky
$2.06M -$97.2K -437 -5%
SCP
3012
Sandhill Capital Partners
New York
$2.06M -$34.9K -157 -2%
CWMU
3013
Caliber Wealth Management (Utah)
Utah
$2.06M +$2.06M +9,248 New
RAM
3014
Redmond Asset Management
Virginia
$2.06M -$24.7K -111 -1%
MFW
3015
Mosaic Family Wealth
Missouri
$2.04M +$31.1K +140 +2%
TFO
3016
Tarbox Family Office
California
$2.04M +$12.2K +55 +0.6%
SWMG
3017
Strategic Wealth Management Group
Maryland
$2.04M +$66.5K +299 +3%
GWI
3018
Grace & White Inc
New York
$2.04M -$3.34K -15 -0.2%
LWM
3019
Loveless Wealth Management
Montana
$2.03M -$266K -1,196 -12%
WQ
3020
Wealth Quarterback
New Jersey
$2.03M -$355K -1,597 -15%
FAM
3021
Flaharty Asset Management
Florida
$2.03M +$240K +1,078 +13%
UWM
3022
Urban Wealth Management
California
$2.03M +$2.03M +9,127 New
ACM
3023
Aljian Capital Management
Nevada
$2.02M -$47.4K -213 -2%
SIC
3024
Samalin Investment Counsel
New York
$2.01M +$31.6K +142 +2%
SAM
3025
Stewart Asset Management
New York
$2M +$4.45K +20 +0.2%