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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 %
UWPG
3401
Ullmann Wealth Partners Group
Florida
$992K +$87.4K +393 +10%
BJ
3402
Brouwer & Janachowski
California
$989K -$9.57K -43 -1%
TWA
3403
Tillar-Wenstrup Advisors
Ohio
$985K +$244K +1,098 +33%
DWA
3404
Dougherty Wealth Advisers
Minnesota
$981K +$1.78K +8 +0.2%
EFG
3405
Everhart Financial Group
Ohio
$981K +$981K +4,411 New
PWA
3406
Peterson Wealth Advisors
Utah
$979K -$39.1K -176 -4%
ACM
3407
AUA Capital Management
Pennsylvania
$977K -$222 -1 -0%
CPC
3408
Consolidated Planning Corp
Georgia
$976K +$8.67K +39 +0.9%
CCMW
3409
Cypress Capital Management (Wyoming)
Wyoming
$974K +$31.8K +143 +3%
HCA
3410
Heck Capital Advisors
Wisconsin
$974K -$2.45K -11 -0.3%
BPGAM
3411
BTG Pactual Global Asset Management
Bermuda
$972K
AFS
3412
Axiom Financial Strategies
Indiana
$971K
BHWA
3413
Beacon Harbor Wealth Advisors
Virginia
$969K +$969K +4,358 New
AWM
3414
Act Wealth Management
Texas
$968K +$968K +4,351 New
ML
3415
McAdam LLC
Pennsylvania
$959K +$18.5K +85 +2%
CI
3416
CAZ Investments
Texas
$956K
VBFP
3417
Valtinson Bruner Financial Planning
Minnesota
$956K +$73.1K +335 +8%
EE
3418
EWG Elevate
California
$950K -$40.5K -182 -4%
FFG
3419
Ford Financial Group
California
$945K -$19.1K -86 -2%
WCM
3420
Windsor Capital Management
Arizona
$945K +$2.89K +13 +0.3%
LAI
3421
Legal Advantage Investments
California
$945K +$945K +4,250 New
PCA
3422
Private Capital Advisors
Connecticut
$944K +$667 +3 +0.1%
MWC
3423
MBM Wealth Consultants
Missouri
$940K -$78.6K -353 -8%
CWA
3424
Clarus Wealth Advisors
Arizona
$938K -$342K -1,572 -27%
WJA
3425
Willis Johnson & Associates
Texas
$938K +$938K +4,219 New