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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 %
CC
3451
Criteria Caixa
Spain
$890K
OWA
3452
One Wealth Advisors
California
$889K -$131K -587 -13%
P
3453
&Partners
Tennessee
$888K +$60K +270 +7%
TF
3454
TLWM Financial
Texas
$887K +$28.5K +128 +3%
SPAS
3455
Spectrum Planning & Advisory Services
California
$884K +$884K +3,974 New
LWMG
3456
Levy Wealth Management Group
Pennsylvania
$884K +$884K +3,974 New
OWM
3457
Opes Wealth Management
California
$881K -$182K -819 -17%
CAM
3458
Crestone Asset Management
Colorado
$881K -$42.5K -191 -5%
FFWM
3459
Future Financial Wealth Management
Ohio
$879K +$879K +3,953 New
SWP
3460
ShoreHaven Wealth Partners
New Jersey
$878K +$878K +3,947 New
PRC
3461
Pearl River Capital
Michigan
$874K -$1.98M -8,886 -69%
BAMG
3462
Brand Asset Management Group
Missouri
$873K -$264K -1,185 -23%
SFM
3463
Systematic Financial Management
New Jersey
$872K
KAM
3464
Karani Asset Management
New York
$872K +$179K +806 +26%
GWM
3465
Greenhouse Wealth Management
Connecticut
$871K +$871K +3,914 New
CBOR
3466
Community Bank of Raymore
Missouri
$868K +$7.79K +35 +0.9%
NCG
3467
Newport Capital Group
New Jersey
$868K +$868K +3,902 New
RWRC
3468
R.W. Roge & Company
New York
$854K
SPI
3469
Santori & Peters Inc
Pennsylvania
$850K +$220 +1 +0%
TAIM
3470
TD Ameritrade Investment Management
Nebraska
$850K +$9.12K +41 +1%
NWM
3471
Northwest Wealth Management
Iowa
$849K -$75K -337 -8%
WAM
3472
Winslow Asset Management
Ohio
$847K -$14.9K -67 -2%
CFAM
3473
Center For Asset Management
Florida
$845K +$845K +3,798 New
BBA
3474
Braun-Bostich & Associates
Pennsylvania
$842K -$1.13M -5,094 -57%
RPCA
3475
Running Point Capital Advisors
California
$841K +$841K +3,781 New