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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 %
CAC
2151
Core Alternative Capital
Georgia
$6.28M +$73.8K +332 +1%
WA
2152
Wealth Alliance
New York
$6.28M +$504K +2,268 +9%
ACM
2153
Alpha Capital Management
Texas
$6.28M -$66.5K -299 -1%
LCM
2154
Liberty Capital Management
Michigan
$6.28M +$6.28M +28,227 New
LM
2155
Lincluden Management
Ontario, Canada
$6.27M -$387K -1,740 -6%
EAM
2156
Evanson Asset Management
California
$6.26M +$415K +1,868 +7%
SEEDPG
2157
S.E.E.D. Planning Group
New York
$6.25M +$2.09M +9,397 +50%
APTFM
2158
AGUR Provident & Training Funds Management
Israel
$6.25M -$879K -3,951 -12%
AC
2159
Avestar Capital
New York
$6.25M +$539K +2,424 +9%
EF
2160
Exeter Financial
Arizona
$6.25M -$25.4K -114 -0.4%
DAM
2161
Diamant Asset Management
Connecticut
$6.24M -$1.09M -4,900 -15%
WCA
2162
Whetstone Capital Advisors
Kansas
$6.22M -$75.4K -339 -1%
BFO
2163
Biltmore Family Office
North Carolina
$6.22M -$14.7K -66 -0.2%
SFP
2164
Sandbox Financial Partners
Maryland
$6.2M +$6.2M +27,853 New
CCM
2165
Carlson Capital Management
Minnesota
$6.18M -$440K -2,005 -7%
JSL
2166
JT Stratford LLC
Georgia
$6.17M -$217K -975 -3%
FVWA
2167
Foster Victor Wealth Advisors
South Carolina
$6.16M +$892K +4,011 +17%
NFG
2168
Nadler Financial Group
Illinois
$6.14M +$57.4K +258 +0.9%
WWM
2169
Windsor Wealth Management
Indiana
$6.14M -$116K -522 -2%
PCM
2170
Poehling Capital Management
Wisconsin
$6.14M -$311K -1,400 -5%
SAM
2171
Socorro Asset Management
Texas
$6.14M +$6.14M +27,595 New
ISWM
2172
Independent Solutions Wealth Management
New York
$6.13M +$676K +3,040 +12%
PWMG
2173
Prestige Wealth Management Group
New Jersey
$6.13M +$455K +2,044 +8%
IC
2174
Inscription Capital
Texas
$6.12M -$1.2M -5,403 -16%
SAM
2175
Soditic Asset Management
United Kingdom
$6.11M +$6.11M +27,480 New