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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 %
JWA
3326
JFS Wealth Advisors
Pennsylvania
$1.18M +$175K +785 +17%
BFS
3327
Bickling Financial Services
Massachusetts
$1.18M +$1.18M +5,311 New
CAIMH
3328
Central Asset Investments & Management Holdings
Hong Kong
$1.18M -$91.2K -410 -7%
4WM
3329
4J Wealth Management
Virginia
$1.18M +$1.18M +5,290 New
BI
3330
Berkeley Inc
Idaho
$1.17M +$1.17M +5,247 New
OBWP
3331
O'Brien Wealth Partners
Massachusetts
$1.16M +$52.7K +240 +5%
OCG
3332
Opus Capital Group
Ohio
$1.15M -$14.7K -66 -1%
CM
3333
Capula Management
Cayman Islands
$1.15M -$6.93M -31,137 -86%
LFA
3334
Lighthouse Financial Advisors
Maryland
$1.15M -$13.1K -59 -1%
IAA
3335
Ironsides Asset Advisors
North Carolina
$1.15M +$400K +1,800 +53%
FFA
3336
Freedman Financial Associates
Massachusetts
$1.15M +$1.15M +5,153 New
LWM
3337
Lionsbridge Wealth Management
Florida
$1.14M +$28K +126 +3%
TI
3338
Truepoint Inc
Ohio
$1.14M +$1.14M +5,132 New
TWM
3339
TriaGen Wealth Management
California
$1.14M +$1.14M +5,126 New
TFA
3340
Trinity Financial Advisors
Ohio
$1.13M +$1.13M +5,098 New
SFWC
3341
Strategic Family Wealth Counselors
New Jersey
$1.13M +$46.7K +210 +4%
BA
3342
Bridge Advisory
California
$1.12M +$1.12M +5,049 New
MWM
3343
MorganRosel Wealth Management
Colorado
$1.12M +$13.6K +61 +1%
ODG
3344
O'Dell Group
Ohio
$1.12M +$1.12M +5,043 New
DDPIC
3345
Deroy & Devereaux Private Investment Counsel
Michigan
$1.12M -$22.5K -101 -2%
NCMW
3346
Northern Capital Management (Washington)
Washington
$1.12M +$1.12M +5,029 New
NPPM
3347
North Point Portfolio Managers
Ohio
$1.12M +$107K +480 +11%
BFG
3348
Barber Financial Group
Kansas
$1.12M -$29.1K -131 -3%
OIM
3349
Opus Investment Management
Massachusetts
$1.11M
PAWC
3350
P.A.W. Capital
Connecticut
$1.11M