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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 %
BC
2026
Breakline Capital
New York
$7.28M +$2.42M +10,882 +50%
MMPW
2027
Mitchell McLeod Pugh & Williams
Alabama
$7.27M +$98.8K +444 +1%
GSEP
2028
Golden State Equity Partners
California
$7.27M +$7.27M +32,699 New
PJB
2029
Paul John Balson
California
$7.27M +$18K +81 +0.2%
IA
2030
IFG Advisory
Georgia
$7.26M +$603K +2,713 +9%
BWM
2031
BerganKDV Wealth Management
Minnesota
$7.25M +$221K +992 +3%
OAMG
2032
Odey Asset Management Group
United Kingdom
$7.24M -$2.25M -10,100 -24%
CI
2033
CX Institutional
Indiana
$7.23M +$437K +1,964 +6%
NP
2034
NorthRock Partners
Minnesota
$7.23M -$688K -3,095 -9%
RFM
2035
Royal Fund Management
Florida
$7.23M +$400K +1,799 +6%
ZAM
2036
Zevin Asset Management
Massachusetts
$7.23M +$3.6M +16,191 +99%
TIA
2037
Trust Investment Advisors
Indiana
$7.19M -$162K -729 -2%
OPW
2038
Oxler Private Wealth
New York
$7.19M +$7.19M +32,338 New
RBFC
2039
Roman Butler Fullerton & Co
Missouri
$7.17M -$63.6K -286 -0.9%
SCA
2040
Stokes Capital Advisors
South Carolina
$7.14M +$63.2K +284 +0.9%
PWPS
2041
Pinnacle Wealth Planning Services
Ohio
$7.12M +$130K +584 +2%
Barrow, Hanley, Mewhinney & Strauss
2042
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.12M -$48M -216,010 -87%
AC
2043
Annandale Capital
Texas
$7.12M +$7.12M +31,994 New
FP
2044
Financial Perspectives
Minnesota
$7.12M +$495K +2,226 +7%
CHA
2045
Carmichael Hill & Associates
Maryland
$7.11M +$3.56K +16 +0.1%
GBT
2046
Grove Bank & Trust
Florida
$7.11M +$508K +2,284 +8%
MPAM
2047
Murphy Pohlad Asset Management
Minnesota
$7.09M -$651K -2,925 -8%
CAG
2048
Csenge Advisory Group
Florida
$7.07M -$797K -3,582 -10%
SFP
2049
Shepherd Financial Partners
Massachusetts
$7.06M +$370K +1,665 +6%
BWA
2050
BDO Wealth Advisors
Florida
$7.06M +$42.7K +192 +0.6%