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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 %
DWT
1101
Dorsey & Whitney Trust
South Dakota
$25.7M +$1.34M +6,030 +6%
PFS
1102
Prospera Financial Services
Texas
$25.6M +$25M +112,521 +4,141%
MSR
1103
Main Street Research
Connecticut
$25.6M +$1.71M +7,709 +7%
GGS
1104
Galvin Gaustad & Stein
Arizona
$25.5M +$25.5M +114,823 New
FA
1105
Fagan Associates
New York
$25.5M +$31.6K +142 +0.1%
WIA
1106
Wealthstreet Investment Advisors
Texas
$25.5M -$179K -805 -0.7%
BCM
1107
BTC Capital Management
Iowa
$25.5M +$1.21M +5,453 +5%
BAAM
1108
Baker Avenue Asset Management
California
$25.5M -$311K -1,399 -1%
IA
1109
IndexIQ Advisors
New York
$25.5M +$10.4M +46,707 +69%
NB
1110
NBT Bank
New York
$25.4M -$795K -3,575 -3%
PAS
1111
Professional Advisory Services
Florida
$25.4M +$1.29M +5,802 +5%
TF
1112
Tompkins Financial
New York
$25.3M +$423K +1,900 +2%
EWM
1113
Empirical Wealth Management
Washington
$25.3M +$2.23M +10,008 +10%
FWM
1114
Frontier Wealth Management
Missouri
$25.3M -$510K -2,295 -2%
MIC
1115
Means Investment Company
Maine
$25.3M +$579K +2,367 +2%
HT
1116
HAP Trading
New York
$25.3M +$405K +1,819 +2%
PJSIMP
1117
P.J. Schmidt Investment Management (PJS)
Wisconsin
$25.2M +$108K +466 +0.4%
DDC
1118
DF Dent & Co
Maryland
$25.1M -$186K -837 -0.7%
SB
1119
Simmons Bank
Arkansas
$25M -$1.74M -7,822 -6%
DAC
1120
Dividend Assets Capital
South Carolina
$25M -$1.77M -7,954 -7%
IWC
1121
Integrated Wealth Concepts
Massachusetts
$25M +$1.2M +5,389 +5%
AF
1122
Advisornet Financial
Minnesota
$25M -$913K -4,106 -4%
RC
1123
Roundview Capital
New Jersey
$24.9M +$232K +1,043 +0.9%
JC
1124
Jacobs & Co
California
$24.8M -$590K -2,653 -2%
WC
1125
Whitney & Co
New York
$24.8M -$262K -1,129 -1%