MSFT icon

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 %
WA
2001
WealthTrust Axiom
Pennsylvania
$7.5M -$55.8K -251 -0.7%
TCM
2002
Trybe Capital Management
Connecticut
$7.5M +$7.5M +33,719 New
HI
2003
Hendershot Investments
Virginia
$7.5M -$5.56K -25 -0.1%
MFG
2004
MidWestOne Financial Group
Iowa
$7.5M -$4.35M -19,540 -37%
FTB
2005
First Trust Bank
Bahamas
$7.49M -$540K -2,428 -7%
TP
2006
Tranquility Partners
Tennessee
$7.49M -$50.7K -228 -0.7%
KI
2007
Kapitalo Investimentos
Brazil
$7.46M +$7.46M +33,560 New
MA
2008
Menlo Advisors
California
$7.45M -$19.6K -88 -0.3%
JCM
2009
Jacobi Capital Management
Pennsylvania
$7.45M +$74.1K +330 +1%
SAM
2010
Stenahm Asset Management
Guernsey
$7.45M +$7.45M +33,500 New
GAAM
2011
Guinness Atkinson Asset Management
California
$7.45M +$84.7K +381 +1%
ED
2012
Exane Derivatives
France
$7.45M +$166K +745 +2%
GA
2013
GFS Advisors
Texas
$7.44M -$81.2K -365 -1%
LP
2014
LMR Partners
United Kingdom
$7.4M -$35.3M -158,781 -83%
BAM
2015
Brave Asset Management
New Jersey
$7.39M +$30.7K +138 +0.4%
BCM
2016
Brown Capital Management
Maryland
$7.39M +$179K +806 +2%
HW
2017
Hamilton Wealth
California
$7.37M -$123K -554 -2%
TCM
2018
Traynor Capital Management
Pennsylvania
$7.36M -$141K -633 -2%
VIA
2019
Vident Investment Advisory
Georgia
$7.35M -$1.13M -5,087 -13%
FMT
2020
First Mercantile Trust
Tennessee
$7.35M +$854K +3,837 +13%
GL
2021
Graypoint LLC
New York
$7.34M -$687K -3,087 -9%
FCMT
2022
Founders Capital Management (Texas)
Texas
$7.31M +$7.31M +32,853 New
ZCI
2023
Zevenbergen Capital Investments
Washington
$7.29M -$2.54M -11,415 -26%
SCG
2024
Sonata Capital Group
Washington
$7.28M -$452K -2,031 -6%
DTC
2025
Davidson Trust Company
Washington
$7.28M -$331K -1,492 -4%