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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 %
TA
3526
TrueWealth Advisors
Alabama
$733K +$733K +3,372 New
HA
3527
HYA Advisors
Missouri
$732K -$44.5K -200 -6%
MCC
3528
Malaga Cove Capital
California
$732K +$27.8K +126 +4%
WW
3529
Waterfront Wealth
Kansas
$731K +$731K +3,287 New
SFP
3530
Strategic Financial Partners
Oregon
$725K -$4.45K -20 -0.6%
AP
3531
AtonRa Partners
Switzerland
$724K +$724K +3,257 New
FAM
3532
Fenimore Asset Management
New York
$720K -$808K -3,630 -53%
OBWG
3533
Onyx Bridge Wealth Group
New York
$720K +$720K +3,238 New
ST
3534
Sentinel Trust
Texas
$719K
AW
3535
Avion Wealth
Texas
$715K +$121K +546 +20%
SMM
3536
Stadion Money Management
Georgia
$712K
JCIA
3537
Jackson Creek Investment Advisors
Colorado
$708K -$5.79K -26 -0.8%
CWM
3538
Concentrum Wealth Management
California
$701K +$223 +1 +0%
KCM
3539
Kathmere Capital Management
Pennsylvania
$701K +$35.6K +160 +5%
CCM
3540
Coe Capital Management
Illinois
$700K +$195K +875 +38%
IWA
3541
Inspirion Wealth Advisors
Illinois
$699K +$32K +144 +5%
CF
3542
Corrigan Financial
Rhode Island
$698K +$6.01K +27 +0.9%
SPA
3543
Sentinel Pension Advisors
Massachusetts
$698K -$351K -1,580 -33%
PS
3544
Portfolio Strategies
New York
$692K -$19.6K -88 -3%
LCWP
3545
Legacy Capital Wealth Partners
Arkansas
$692K +$692K +3,113 New
BCA
3546
Biltmore Capital Advisors
New Jersey
$688K -$12.2K -55 -2%
PP
3547
PrairieView Partners
Minnesota
$683K +$22.9K +103 +3%
AMG
3548
Advisors Management Group
Wisconsin
$681K -$12.9K -58 -2%
LRIC
3549
Long Road Investment Counsel
Michigan
$681K
SAS
3550
Sanford Advisory Services
Michigan
$681K +$681K +3,063 New