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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 %
AWM
1976
Aevitas Wealth Management
Massachusetts
$7.7M +$138K +621 +2%
LA
1977
LVW Advisors
New York
$7.68M +$120K +538 +2%
SOAMC
1978
Spirit of America Management Corp
New York
$7.68M -$222K -1,000 -3%
EM
1979
Excalibur Management
Massachusetts
$7.67M -$139K -626 -2%
BCM
1980
Bluefin Capital Management
New York
$7.67M +$7.67M +34,474 New
HCA
1981
Horan Capital Advisors
Ohio
$7.65M +$111K +499 +1%
ATFA
1982
All Terrain Financial Advisors
Minnesota
$7.63M +$112K +505 +1%
LIM
1983
Loudon Investment Management
New Hampshire
$7.62M -$372K -1,671 -5%
CFMC
1984
Curbstone Financial Management Corp
New Hampshire
$7.61M +$28.9K +130 +0.4%
TSWM
1985
Triangle Securities Wealth Management
North Carolina
$7.61M -$161K -722 -2%
TWA
1986
TCI Wealth Advisors
Arizona
$7.61M -$2.43M -10,904 -24%
SC
1987
Searle & Co
Connecticut
$7.61M -$3.11K -14 -0%
JIP
1988
Jaffetilchin Investment Partners
Florida
$7.6M -$251K -1,127 -3%
UCMOK
1989
United Capital Management of KS
Kansas
$7.59M +$208K +934 +3%
PWAP
1990
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$7.59M -$161K -722 -2%
BMWM
1991
Brown Miller Wealth Management
Virginia
$7.58M +$7.58M +34,085 New
GLA
1992
Good Life Advisors
Pennsylvania
$7.56M +$302K +1,401 +4%
JFA
1993
JNBA Financial Advisors
Minnesota
$7.56M -$351K -1,580 -4%
SCM
1994
Sitrin Capital Management
California
$7.54M +$16K +72 +0.2%
NCM
1995
Northwest Capital Management
Oregon
$7.53M +$8.23K +37 +0.1%
VCA
1996
Verdence Capital Advisors
Maryland
$7.53M +$516K +2,319 +7%
MMM
1997
Mendel Money Management
Illinois
$7.53M -$131K -590 -2%
BGDI
1998
BW Gestao de Investimentos
Brazil
$7.52M -$5.72M -25,710 -43%
Members Trust
1999
Members Trust
Florida
$7.52M -$691K -3,109 -8%
BCCM
2000
Bridge Creek Capital Management
Massachusetts
$7.51M -$51.2K -230 -0.7%