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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 %
CAM
926
Capco Asset Management
Florida
$35.7M -$1.15M -5,172 -3%
SAI
927
Systematic Alpha Investments
New Jersey
$35.5M +$35.5M +159,810 New
NCM
928
Narwhal Capital Management
Georgia
$35.5M +$771K +3,467 +2%
FFWA
929
FRG Family Wealth Advisors
Washington
$35.3M +$70.1K +315 +0.2%
Kovitz Investment Group Partners
930
Kovitz Investment Group Partners
Illinois
$35.2M -$649K -2,917 -2%
AHC
931
Adell Harriman & Carpenter
Texas
$35M -$495K -2,227 -1%
CA
932
Cetera Advisors
Colorado
$35M +$2.06M +9,277 +6%
AAS
933
Avantax Advisory Services
Texas
$35M -$40.2M -180,816 -53%
MA
934
Mutual Advisors
Nebraska
$35M -$1.44M -6,462 -4%
FFIC
935
First Fiduciary Investment Counsel
Ohio
$34.9M -$136K -610 -0.4%
AG
936
Aravt Global
New York
$34.9M +$550K +2,473 +2%
DP
937
Dundas Partners
United Kingdom
$34.8M
WIC
938
Willis Investment Counsel
Georgia
$34.7M +$13.6M +61,349 +65%
ASN
939
Advisory Services Network
Georgia
$34.6M -$943K -4,241 -3%
SPC
940
Stewart & Patten Company
California
$34.5M -$3.35M -15,044 -9%
MA
941
Montag & Associates
Georgia
$34.4M -$40.3K -181 -0.1%
GWM
942
Geneos Wealth Management
Colorado
$34.4M +$8.09M +39,989 +31%
DY
943
Dowling & Yahnke
California
$34.3M +$1.22M +5,466 +4%
FGP
944
Foyston, Gordon, & Payne
Ontario, Canada
$34.3M -$2.43M -10,930 -7%
TFM
945
TPI Fund Managers
United Kingdom
$34.3M +$2.65M +11,922 +8%
CFA
946
Carroll Financial Associates
North Carolina
$34.3M -$605K -2,721 -2%
HAG
947
HighPoint Advisor Group
Illinois
$34.2M +$7.37M +30,239 +27%
BONST
948
Bank of Nova Scotia Trust
Ontario, Canada
$34.1M +$1.85M +8,339 +6%
NSAM
949
North Star Asset Management
Wisconsin
$34.1M +$144K +646 +0.4%
BFA
950
Bragg Financial Advisors
North Carolina
$34M +$747K +3,359 +2%