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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 %
AIA
1926
AIMZ Investment Advisors
California
$8.17M -$30.9K -139 -0.4%
WCM
1927
Whitener Capital Management
North Carolina
$8.14M -$2.62M -11,788 -24%
PHS
1928
Pekin Hardy Strauss
Illinois
$8.13M -$205K -922 -2%
HIP
1929
Harrell Investment Partners
Texas
$8.12M +$2.2M +9,902 +37%
SCM
1930
Spreng Capital Management
Ohio
$8.12M -$9.12K -41 -0.1%
AAMA
1931
Advanced Asset Management Advisors
Ohio
$8.12M -$478K -2,149 -6%
LOPW
1932
Live Oak Private Wealth
North Carolina
$8.11M -$48.3K -217 -0.6%
SAM
1933
Selway Asset Management
$8.09M
W
1934
WealthStone
Ohio
$8.09M +$208K +935 +3%
ARMT
1935
Amica Retiree Medical Trust
Rhode Island
$8.05M
AIA
1936
Affinity Investment Advisors
California
$8.05M -$373K -1,676 -4%
PCR
1937
Potrero Capital Research
California
$8.05M
JWM
1938
Jupiter Wealth Management
Colorado
$8.04M +$413K +1,855 +5%
IMC Chicago
1939
IMC Chicago
Illinois
$8.02M +$8.02M +36,039 New
CWM
1940
Concentric Wealth Management
California
$8.02M -$155K -698 -2%
SBL
1941
Sargent Bickham Lagudis
Colorado
$8.01M +$228K +1,023 +3%
HA
1942
Hamel Associates
New Jersey
$8M +$148K +665 +2%
DA
1943
DCM Advisors
New York
$8M +$8M +35,944 New
GAG
1944
GM Advisory Group
New York
$7.98M +$103K +462 +1%
PCA
1945
Prospect Capital Advisors
California
$7.96M -$5.65M -25,400 -42%
LCP
1946
Legacy Capital Partners
Wisconsin
$7.96M -$652K -2,930 -8%
AWA
1947
Arkadios Wealth Advisors
Georgia
$7.96M +$3.72M +16,729 +88%
TCBWMS
1948
Texas Capital Bank Wealth Management Services
Texas
$7.93M +$1.88M +8,456 +31%
SFG
1949
Summit Financial Group
West Virginia
$7.93M -$1.17M -5,250 -13%
MCM
1950
McMillion Capital Management
North Carolina
$7.93M +$9.56K +43 +0.1%