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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 %
DP
3676
Denver PWM
Colorado
$491K -$25.5K -117 -5%
SI
3677
Shaker Investments
Ohio
$489K
QWM
3678
Quaker Wealth Management
New Jersey
$488K +$78.8K +354 +19%
BFG
3679
Baron Financial Group
New Jersey
$485K +$222 +1 +0%
EA
3680
Ellsworth Advisors
Ohio
$483K +$20.7K +93 +4%
BSWM
3681
Boston Standard Wealth Management
Massachusetts
$480K -$9.12K -41 -2%
SBF
3682
Sara-Bay Financial
Florida
$479K
HWM
3683
Holloway Wealth Management
Florida
$477K -$451K
MWM
3684
MBE Wealth Management
Wisconsin
$474K +$21.8K +98 +5%
FC
3685
Fairpointe Capital
Illinois
$474K +$87.9K +395 +23%
AFIA
3686
America First Investment Advisors
Nebraska
$471K -$10.7K -48 -2%
VI
3687
Versor Investments
New York
$470K -$3.1M -13,931 -87%
NI
3688
NFC Investments
Tennessee
$470K +$100K +450 +27%
DWMG
3689
DB Wealth Management Group
California
$470K +$470K +2,115 New
RRA
3690
Round Rock Advisors
Connecticut
$469K +$469K +2,109 New
CFC
3691
Coyle Financial Counsel
Illinois
$467K +$178K +800 +62%
AFG
3692
Affinia Financial Group
Massachusetts
$465K +$95.6K +430 +26%
SCM
3693
Stordahl Capital Management
Colorado
$462K +$18K +81 +4%
CFA
3694
Camarda Financial Advisors
Florida
$462K +$18.5K +83 +4%
PWC
3695
PYA Waltman Capital
Tennessee
$457K -$139K -626 -23%
YMRC
3696
Yorktown Management & Research Company
Virginia
$452K
HA
3697
HC Advisors
Georgia
$447K
AI
3698
ArchPoint Investors
Florida
$445K
OMC
3699
Oasis Management Company
Cayman Islands
$445K
CFIA
3700
Cantor Fitzgerald Investment Advisors
New York
$445K +$36.9K +166 +9%