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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 %
HGWM
3601
Horst & Graben Wealth Management
Oregon
$593K +$445 +2 +0.1%
OFS
3602
Oldfather Financial Services
Nebraska
$593K +$81.6K +337 +16%
SMF
3603
Sterling Manor Financial
New York
$591K +$591K +2,658 New
TPW
3604
TL Private Wealth
Texas
$588K +$1.57K +7 +0.3%
PAMP
3605
Polar Asset Management Partners
Ontario, Canada
$587K -$181K -813 -24%
PCFFS
3606
Pacific Center for Financial Services
California
$587K -$17.6K -79 -3%
CWM
3607
Cranbrook Wealth Management
Michigan
$587K +$28.2K +127 +5%
BWM
3608
Biltmore Wealth Management
Arizona
$586K +$37.6K +169 +7%
WWM
3609
WJ Wealth Management
Arizona
$585K +$33.3K +150 +6%
ECM
3610
Ensemble Capital Management
California
$582K +$264K +1,186 +83%
LP
3611
LGL Partners
Pennsylvania
$581K -$246K -1,106 -30%
PWS
3612
Private Wealth Strategies
Ohio
$581K +$126K +568 +28%
SWA
3613
Sightline Wealth Advisors
Connecticut
$581K +$581K +2,612 New
IDA
3614
Intelligence Driven Advisers
California
$580K -$61.2K -275 -10%
KFA
3615
Krane Funds Advisors
New York
$579K +$175K +784 +43%
AL
3616
Arnhold LLC
New York
$578K
IMA
3617
Investment Management Associates
Colorado
$576K +$576K +2,589 New
PFM
3618
Peak Financial Management
Massachusetts
$569K +$98.5K +443 +21%
MFA
3619
McClarren Financial Advisors
Pennsylvania
$569K +$569K +2,437 New
MGIM
3620
M&G Investment Management
United Kingdom
$567K +$61.4K +276,739 +12%
BWM
3621
Brickley Wealth Management
California
$567K +$26.7K +120 +5%
AFS
3622
Aft Forsyth & Sober
Florida
$567K +$534K +2,400 +1,600%
FPIS
3623
Financial Planning & Information Services
Wisconsin
$566K +$42.9K +193 +8%
3F
3624
360 Financial
Minnesota
$563K -$14.5K -65 -3%
HPWA
3625
Hall Private Wealth Advisors
North Carolina
$563K +$563K +2,532 New