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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 %
IWAG
3276
Integer Wealth Advisors Group
Georgia
$1.31M +$9.34K +44 +0.7%
PA
3277
Planning Alternatives
Michigan
$1.3M -$52.3K -235 -4%
KPWG
3278
KFA Private Wealth Group
Virginia
$1.3M +$24K +108 +2%
CFS
3279
Capital Financial Services
New York
$1.3M +$1.3M +5,822 New
P
3280
Palladiem
Pennsylvania
$1.3M +$1.3M +5,824 New
MWM
3281
Midwest Wealth Management
Indiana
$1.29M +$1.29M +5,814 New
OWM
3282
Orgel Wealth Management
Wisconsin
$1.29M -$10K -45 -0.8%
TWM
3283
Tolleson Wealth Management
Texas
$1.29M
XSC
3284
X-Square Capital
Puerto Rico
$1.29M +$316K +1,422 +33%
JWM
3285
Janiczek Wealth Management
Colorado
$1.29M +$682K +3,066 +113%
HPC
3286
Hobart Private Capital
North Carolina
$1.28M +$208K +936 +19%
AP
3287
Adero Partners
California
$1.28M -$533K -2,396 -29%
CCM
3288
Check Capital Management
California
$1.28M +$11.1K +50 +0.9%
ACM
3289
Ascendant Capital Management
California
$1.27M +$1.27M +5,700 New
FNC
3290
First National Corp
Massachusetts
$1.27M +$3.11K +14 +0.2%
SWM
3291
Sugarloaf Wealth Management
Georgia
$1.26M +$45.6K +205 +4%
DCM
3292
Driehaus Capital Management
Illinois
$1.26M -$31.6K -142 -2%
BWM
3293
BCS Wealth Management
Tennessee
$1.26M +$15.6K +70 +1%
LWP
3294
Legacy Wealth Partners
California
$1.26M +$97.9K +440 +8%
RA
3295
Rodgers & Associates
Pennsylvania
$1.26M +$1.26M +5,647 New
CCA
3296
Column Capital Advisors
Indiana
$1.25M -$558K -2,507 -31%
PCWA
3297
Pacific Capital Wealth Advisors
California
$1.24M +$69.9K +314 +6%
AF
3298
Apexium Financial
Texas
$1.24M +$10.2K +46 +0.8%
BSG
3299
Black Swift Group
Colorado
$1.24M +$685K +3,081 +123%
CCG
3300
Cloverfields Capital Group
Minnesota
$1.24M +$1.24M +5,571 New