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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 %
PAG
1301
Private Advisory Group
Washington
$18.7M +$3.44M +15,475 +23%
AIM
1302
Anchor Investment Management
South Carolina
$18.7M -$1.22M -5,495 -6%
EWM
1303
Edge Wealth Management
New York
$18.7M -$6.11M -27,584 -25%
FPCM
1304
Financial Partners Capital Management
New York
$18.6M -$347K -1,560 -2%
CIC
1305
Cutler Investment Counsel
Oregon
$18.6M -$101K -455 -0.5%
SAM
1306
Stansberry Asset Management
Texas
$18.5M +$316K +1,421 +2%
RCM
1307
Rings Capital Management
Illinois
$18.5M
FM
1308
Foster & Motley
Ohio
$18.4M -$630K -2,832 -3%
MCM
1309
McRae Capital Management
New Jersey
$18.4M -$796K -3,577 -4%
CCG
1310
Cypress Capital Group
Florida
$18.4M -$691K -3,105 -4%
SCA
1311
Stonebridge Capital Advisors
Minnesota
$18.3M +$1.14M +5,117 +7%
VPIM
1312
Vanguard Personalized Indexing Management
California
$18.3M +$1.05M +4,736 +6%
CVM
1313
Cheviot Value Management
California
$18.3M +$233K +1,049 +1%
FSA
1314
Fort Sheridan Advisors
Illinois
$18.3M +$2.06M +9,245 +13%
NCM
1315
Nelson Capital Management
California
$18.3M -$5.58M -25,070 -23%
GI
1316
Gradient Investments
Minnesota
$18.2M -$130K -620 -0.7%
EI
1317
Ethic Inc
New York
$18.2M +$3.82M +17,163 +27%
IIM
1318
Ipswich Investment Management
Massachusetts
$18.1M -$1.31M -5,900 -7%
FI
1319
FormulaFolio Investments
Michigan
$18.1M +$10.4M +46,828 +136%
MCM
1320
Mitchell Capital Management
Kansas
$18.1M +$190K +854 +1%
BAM
1321
Belpointe Asset Management
Nevada
$18.1M +$1.32M +5,990 +8%
RIL
1322
Rothschild Investment LLC
Illinois
$18.1M -$442K -1,985 -2%
CQS
1323
Credential Qtrade Securities
$18.1M +$1.56M +7,015 +9%
PAM
1324
Peak Asset Management
Colorado
$18M -$312K -1,402 -2%
NIC
1325
Northwest Investment Counselors
Oregon
$17.9M -$9.12K -41 -0.1%