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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 %
ARG
3351
Advisory Resource Group
Oklahoma
$1.11M +$1.33K +6 +0.1%
EWF
3352
Epstein & White Financial
California
$1.11M +$30K +135 +3%
WIA
3353
World Investment Advisors
California
$1.11M +$352K +1,437 +46%
CFO
3354
CVA Family Office
Colorado
$1.1M -$23.6K -106 -2%
FA
3355
Fountainhead AM
New Jersey
$1.09M +$1.09M +4,901 New
LFG
3356
Larson Financial Group
Missouri
$1.09M +$62.1K +279 +6%
FP
3357
Foundry Partners
Minnesota
$1.08M -$20.9K -94 -2%
MWM
3358
Mascoma Wealth Management
New Hampshire
$1.08M +$1.08M +4,850 New
BEI
3359
Benjamin Edwards Inc
Missouri
$1.08M -$397K -1,784 -27%
RPGK
3360
Retirement Planning Group (Kansas)
Kansas
$1.07M -$15.8K -71 -1%
FWM
3361
FSA Wealth Management
Massachusetts
$1.07M +$6.68K +30 +0.6%
CM
3362
Caption Management
Oklahoma
$1.07M -$1.59M -7,160 -60%
BMCM
3363
Burns Matteson Capital Management
New York
$1.07M +$1.07M +4,799 New
CPWM
3364
Cypress Point Wealth Management
Texas
$1.06M +$1.06M +4,782 New
SHWM
3365
Smith & Howard Wealth Management
Georgia
$1.06M -$22.3K -100 -2%
KCA
3366
Karn Couzens & Associates
Connecticut
$1.06M +$1.06M +4,758 New
JBA
3367
Johnson Bixby & Associates
Washington
$1.06M +$1.06M +4,758 New
WLIM
3368
White Lighthouse Investment Management
Massachusetts
$1.06M -$10.9K -49 -1%
PEA
3369
Pacific Edge Advisors
California
$1.05M -$38.5K -173 -4%
FSG
3370
Financial Strategies Group
Michigan
$1.04M +$98.1K +441 +10%
LFASL
3371
Lugano Financial Advisors SA (LFA)
Switzerland
$1.04M -$6.01K -27 -0.6%
BU
3372
Brown University
Rhode Island
$1.04M +$1.04M +4,678 New
TOCUITCONY
3373
Trustees of Columbia University in the City of New York
New York
$1.04M +$1.04M +4,678 New
TWM
3374
Triton Wealth Management
Arizona
$1.04M -$551K -2,526 -35%
WEPOG
3375
Wealth Enhancement & Preservation of GA
Georgia
$1.04M +$113K +506 +12%