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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 %
PDM
3726
Penn Davis McFarland
Texas
$407K +$19.8K +89 +5%
SCM
3727
Shapiro Capital Management
Georgia
$404K +$445 +2 +0.1%
BAM
3728
Banta Asset Management
California
$404K +$404K +1,816 New
WCM
3729
Wealthcare Capital Management
Virginia
$401K +$67K +301 +20%
CG
3730
Castellan Group
Kentucky
$400K +$400K +1,800 New
CFP
3731
Curran Financial Partners
South Carolina
$399K +$399K +1,794 New
HWM
3732
HighMark Wealth Management
Minnesota
$397K -$264K -1,189 -40%
CPW
3733
Catalyst Private Wealth
California
$396K -$7.79K -35 -2%
BF
3734
Blankinship & Foster
California
$396K
SCA
3735
Stuart Chaussee & Associates
California
$396K +$9.34K +42 +2%
PCM
3736
Piedmont Capital Management
Montana
$396K +$396K +1,782 New
LI
3737
LVZ Inc
Michigan
$394K +$222 +1 +0.1%
SMG
3738
Smart Money Group
Texas
$391K -$122K -550 -24%
PD
3739
Planning Directions
Pennsylvania
$389K +$667 +3 +0.2%
DFA
3740
DHJJ Financial Advisors
Illinois
$388K +$388K +1,745 New
AWM
3741
AAF Wealth Management
Massachusetts
$387K +$387K +1,741 New
NRI
3742
NFP Retirement Inc
California
$384K +$94.7K +426 +33%
SCM
3743
Seascape Capital Management
New Hampshire
$383K -$890 -4 -0.2%
SFP
3744
Sterling Financial Planning
New Jersey
$382K +$382K +1,718 New
MGWM
3745
Marks Group Wealth Management
Minnesota
$381K +$22.7K +102 +6%
HGWM
3746
Harvest Group Wealth Management
Massachusetts
$381K +$27.3K +123 +8%
CFG
3747
Compton Financial Group
Maryland
$380K +$380K +1,564 New
TIM
3748
Triad Investment Management
California
$378K -$111K -500 -23%
I2I
3749
Insight 2811 Inc
Illinois
$378K -$53.6K -241 -12%
GC
3750
Gruss & Co
Florida
$378K -$33.4K -150 -8%