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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 %
NFG
1601
NewFocus Financial Group
Washington
$12.2M -$329K -1,479 -3%
HFM
1602
Hartford Financial Management
Connecticut
$12.2M +$120K +541 +1%
CAM
1603
Cypress Asset Management
Texas
$12.2M -$18.9K -85 -0.2%
CPA
1604
Capital Planning Advisors
California
$12.2M +$51.8K +233 +0.4%
HW
1605
Hedeker Wealth
Illinois
$12.2M +$229K +1,029 +2%
ST
1606
Somerset Trust
Pennsylvania
$12.1M -$156K -700 -1%
AI
1607
Atom Investors
Texas
$12.1M -$9.38M -42,169 -44%
PCM
1608
Penserra Capital Management
California
$12.1M +$2.5M +11,221 +26%
RHDIC
1609
R.H. Dinel Investment Counsel
California
$12.1M
SSI
1610
Scott & Selber Inc
Texas
$12.1M -$583K -2,623 -5%
AFT
1611
Alpha Family Trust
California
$12.1M +$12.1M +54,196 New
VLKIM
1612
Van Lanschot Kempen Investment Management
Netherlands
$12M +$1.66M +7,463 +16%
WCF
1613
West Coast Financial
California
$12M -$141K -633 -1%
LCC
1614
Lincoln Capital Corp
Rhode Island
$12M -$284K -1,277 -2%
LWM
1615
Laidlaw Wealth Management
New York
$12M +$6.48M +29,132 +118%
DPIM
1616
Duff & Phelps Investment Management
Illinois
$12M -$33.4K -150 -0.3%
KHCM
1617
Kettle Hill Capital Management
New York
$12M +$12M +53,843 New
JAM
1618
JCIC Asset Management
Ontario, Canada
$12M +$482K +2,167 +4%
KPW
1619
Kore Private Wealth
New York
$11.9M +$459K +2,064 +4%
FVCM
1620
F&V Capital Management
Florida
$11.9M -$908K -4,080 -7%
WTFG
1621
Wells Trecaso Financial Group
Ohio
$11.9M -$317K -1,425 -3%
AAS
1622
Annex Advisory Services
Wisconsin
$11.9M -$70.5K -317 -0.6%
TGCMU
1623
Titan Global Capital Management USA
New York
$11.9M +$11.9M +53,504 New
PP
1624
Pegasus Partners
Wisconsin
$11.9M +$360K +1,619 +3%
AC
1625
Arjuna Capital
North Carolina
$11.9M +$30.5K +137 +0.3%