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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 %
KCPG
2176
Kavar Capital Partners Group
Kansas
$6.11M +$1.19M +5,332 +24%
SFS
2177
Strategic Financial Services
New York
$6.11M -$794K -3,571 -12%
IC
2178
Investment Counsel
Michigan
$6.1M -$234K -1,050 -4%
CA
2179
Calton & Associates
Florida
$6.1M +$59.8K +269 +1%
HIS
2180
Horizon Investment Services
Indiana
$6.09M -$100K -450 -2%
BMA
2181
Brooks Moore & Associates
Tennessee
$6.08M -$109K -488 -2%
MCA
2182
Morris Capital Advisors
Pennsylvania
$6.08M -$286K -1,288 -5%
BHA
2183
Beech Hill Advisors
New York
$6.07M -$394K -1,772 -6%
CAM
2184
Costello Asset Management
Pennsylvania
$6.07M +$62.7K +282 +1%
FFA
2185
Founders Financial Alliance
North Carolina
$6.04M +$466K +2,099 +8%
PRWA
2186
Platte River Wealth Advisors
Colorado
$6.04M +$97.4K +433 +2%
RA
2187
RFG Advisory
Alabama
$6.04M -$474K -2,157 -7%
RFMS
2188
RWQ Financial Management Services
Florida
$6.04M +$6.04M +27,160 New
SXL
2189
Summit X LLC
Missouri
$6.04M -$1.33M -5,967 -18%
OCM
2190
Orleans Capital Management
Louisiana
$6.04M -$139K -625 -2%
HIM
2191
Herald Investment Management
United Kingdom
$6.01M
HWA
2192
Heritage Way Advisors
Illinois
$6.01M -$105K -471 -2%
MWA
2193
MFA Wealth Advisors
Pennsylvania
$6.01M +$75K +337 +1%
LFGH
2194
Lee Financial Group Hawaii
Hawaii
$6.01M -$753K -3,385 -11%
FIM
2195
Freedom Investment Management
Connecticut
$5.96M -$687K -3,088 -10%
S
2196
SimplyRich
California
$5.96M -$13.8K -62 -0.2%
GAM
2197
Geier Asset Management
Maryland
$5.96M +$5.96M +25,629 New
NCM
2198
Noesis Capital Mangement
Florida
$5.94M -$127K -570 -2%
BIM
2199
Barton Investment Management
Pennsylvania
$5.93M -$66.7K -300 -1%
FPA
2200
First Pacific Advisors
California
$5.93M -$251M -1,126,615 -98%