MSFT icon

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 %
HFP
3426
Holistic Financial Partners
Indiana
$937K +$14.2K +64 +2%
AWMG
3427
Alliance Wealth Management Group
New Jersey
$937K +$39.1K +176 +4%
DWM
3428
Dorchester Wealth Management
Quebec, Canada
$936K -$565K -2,540 -38%
MPCG
3429
Matrix Private Capital Group
New York
$936K +$202K +906 +27%
MSU
3430
Mizuho Securities USA
New York
$925K +$925K +4,158 New
DC
3431
Diametric Capital
Massachusetts
$922K +$922K +4,144 New
FPWM
3432
FSB Premier Wealth Management
Iowa
$920K +$920K +4,139 New
SIAG
3433
Safeguard Investment Advisory Group
California
$919K +$919K +4,134 New
BWA
3434
Beam Wealth Advisors
Louisiana
$913K -$24.9K -112 -3%
SDAM
3435
Shulman DeMeo Asset Management
New York
$912K +$101K +456 +13%
KBFS
3436
Kohmann Bosshard Financial Services
Ohio
$907K +$148K +667 +20%
RI
3437
Ridgewood Investments
New Jersey
$905K
AWM
3438
Accel Wealth Management
Iowa
$905K +$905K +4,068 New
HWM
3439
Howard Wealth Management
Connecticut
$904K -$82.5K -371 -8%
TC
3440
Tacita Capital
Ontario, Canada
$903K +$903K +4,061 New
MAWCM
3441
Mine & Arao Wealth Creation & Management
California
$901K +$49.1K +221 +6%
DACS
3442
Dymon Asia Capital (Singapore)
Singapore
$901K +$901K +4,049 New
NVIM
3443
New Vernon Investment Management
Illinois
$899K
FA
3444
Fortis Advisors
Pennsylvania
$899K +$24.5K +110 +3%
AA
3445
ACT Advisors
North Carolina
$899K +$899K +4,044 New
MWP
3446
Meridian Wealth Partners
Pennsylvania
$897K +$6.9K +31 +0.8%
SG
3447
Swarthmore Group
Pennsylvania
$895K -$10.5M -47,197 -92%
TFCP
3448
Twin Focus Capital Partners
Massachusetts
$893K -$191K -859 -18%
TCB
3449
Texas Capital Bancshares
Texas
$892K +$19.6K +88 +2%
WCM
3450
Windham Capital Management
Massachusetts
$890K