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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 %
MC
1776
Muhlenkamp & Co
Pennsylvania
$9.94M +$55.6K +250 +0.6%
WBC
1777
West Branch Capital
Massachusetts
$9.94M +$56.7K +255 +0.6%
WAM
1778
Weiss Asset Management
Massachusetts
$9.93M +$9.93M +44,655 New
BAM
1779
Bruderman Asset Management
New York
$9.93M +$670K +3,011 +7%
AA
1780
Armor Advisors
New York
$9.93M +$13.3K +60 +0.1%
9WM
1781
9258 Wealth Management
Ohio
$9.93M +$110K +496 +1%
AL
1782
AJO LP
Pennsylvania
$9.9M -$172M -773,628 -95%
KWM
1783
Keebeck Wealth Management
Illinois
$9.88M +$237K +1,067 +2%
BIMC
1784
Benson Investment Management Company
Virginia
$9.86M +$269K +1,209 +3%
AWM
1785
Avior Wealth Management
Nebraska
$9.85M -$123K -555 -1%
CIM
1786
Chapman Investment Management
California
$9.85M +$254K +1,144 +3%
KFGK
1787
Keystone Financial Group (Kentucky)
Kentucky
$9.83M +$73.2K +329 +0.8%
CT
1788
Clearstead Trust
Maine
$9.83M +$1.37M +6,432 +16%
MWM
1789
Minot Wealth Management
Massachusetts
$9.76M +$235K +1,056 +2%
EH
1790
Employers Holdings
Nevada
$9.76M
FMI
1791
F/M Investments
District of Columbia
$9.74M +$9.74M +43,778 New
RCAG
1792
Rehmann Capital Advisory Group
Michigan
$9.73M -$69.3K -312 -0.7%
PCM
1793
Portolan Capital Management
Massachusetts
$9.72M +$1.01M +4,535 +12%
BTWM
1794
Baker Tilly Wealth Management
Wisconsin
$9.72M +$9.72M +43,678 New
SF
1795
Symphony Financial
Texas
$9.71M +$310K +1,425 +3%
CHAM
1796
Clear Harbor Asset Management
Connecticut
$9.71M +$25.4K +114 +0.3%
IAIM
1797
International Assets Investment Management
Florida
$9.69M +$741K +8,273 +8%
FFA
1798
Fragasso Financial Advisors
Pennsylvania
$9.68M +$115K +518 +1%
HH
1799
HWG Holdings
Texas
$9.65M +$3.27M +14,680 +51%
ACM
1800
Academy Capital Management
Texas
$9.64M -$26.2K -118 -0.3%