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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 %
CICI
1626
Capital Investment Counsel Inc
North Carolina
$11.9M -$721K -3,242 -6%
NAM
1627
NTV Asset Management
West Virginia
$11.9M -$88.1K -396 -0.7%
TPM
1628
Triasima Portfolio Management
Quebec, Canada
$11.9M +$11.9M +53,320 New
LSAG
1629
Lake Street Advisors Group
New Hampshire
$11.9M +$148K +664 +1%
MWA
1630
Meridian Wealth Advisors
Texas
$11.9M -$177K -798 -1%
BDF
1631
Balasa Dinverno & Foltz
$11.8M +$1.72M +7,734 +17%
USAA
1632
United Services Automobile Association
Texas
$11.8M +$5.64M +37,232 +91%
ACM
1633
AlphaCrest Capital Management
New York
$11.8M +$6.2M +27,857 +111%
FNB
1634
Farmers National Bank
Kentucky
$11.8M +$11.8M +52,883 New
BFPW
1635
BOK Financial Private Wealth
Colorado
$11.8M +$274K +1,232 +2%
CCM
1636
Condor Capital Management
New Jersey
$11.7M +$1.21M +5,450 +12%
CRB
1637
Chad R. Baker
$11.7M
LBC
1638
Lawrence B. Cohen
$11.7M +$54.5K +245 +0.5%
AWA
1639
Aaron Wealth Advisors
Illinois
$11.7M +$11.7M +52,456 New
DJYG
1640
David J. Yvars Group
Florida
$11.6M +$11.6M +52,322 New
FFN
1641
Focus Financial Network
Minnesota
$11.6M -$1.11K -5 -0%
NO
1642
Ninety One
South Africa
$11.6M -$127K -573 -1%
HCM
1643
Hall Capital Management
Rhode Island
$11.6M +$25.6K +115 +0.2%
TFS
1644
Thoroughbred Financial Services
Tennessee
$11.6M +$737K +3,315 +7%
BCM
1645
Bourgeon Capital Management
Connecticut
$11.6M -$99K -445 -0.8%
SWM
1646
Stockman Wealth Management
Montana
$11.6M +$35.8K +161 +0.3%
SMG
1647
Spectrum Management Group
Indiana
$11.5M +$433K +1,946 +4%
NB
1648
Northwest Bancshares
Pennsylvania
$11.5M +$235K +1,058 +2%
CBN
1649
Cadence Bank NA
Texas
$11.5M +$305K +1,373 +3%
RG
1650
Rikoon Group
New Mexico
$11.5M -$26K -117 -0.2%