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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 %
CWS
2201
Cypress Wealth Services
California
$5.92M +$5.92M +26,636 New
CCG
2202
Chatham Capital Group
Georgia
$5.92M -$122K -550 -2%
IRAG
2203
Investment Research & Advisory Group
Georgia
$5.92M +$72.7K +327 +1%
MAA
2204
Mraz Amerine & Associates
California
$5.91M -$497K -2,233 -8%
IP
2205
Intellectus Partners
California
$5.91M +$249K +1,120 +4%
PFBT
2206
Parkside Financial Bank & Trust
Missouri
$5.9M +$464K +2,086 +9%
PO
2207
Private Ocean
California
$5.9M -$48K -216 -0.8%
CA
2208
Claro Advisors
Massachusetts
$5.9M +$41.8K +188 +0.7%
BS
2209
Bessemer Securities
New York
$5.9M -$178K -800 -3%
GP
2210
Geneva Partners
Wisconsin
$5.89M +$647K +2,895 +12%
SC
2211
Stolper & Co
Oklahoma
$5.88M -$79.6K -358 -1%
IP
2212
Investment Partners
Ohio
$5.88M -$16.7K -75 -0.3%
AWA
2213
Arete Wealth Advisors
Illinois
$5.86M -$5.77M -26,142 -50%
OL
2214
Optas LLC
Texas
$5.86M -$3.05M -13,721 -34%
HWMG
2215
Hurlow Wealth Management Group
Indiana
$5.83M -$52.3K -235 -0.9%
AWM
2216
Avitas Wealth Management
California
$5.83M +$134K +603 +2%
ACH
2217
ArrowMark Colorado Holdings
Colorado
$5.83M +$178K +798 +3%
STA
2218
Summit Trail Advisors
New York
$5.83M -$3.72M -16,734 -39%
RPWA
2219
Regent Peak Wealth Advisors
Georgia
$5.81M +$540K +2,427 +10%
V
2220
VeraBank
Texas
$5.8M -$55.6K -250 -0.9%
PP
2221
Paloma Partners
Connecticut
$5.8M -$2.9M -13,043 -33%
WI
2222
WBI Investments
New Jersey
$5.8M +$5.8M +26,084 New
RCG
2223
Rock Creek Group
District of Columbia
$5.79M -$605K -2,718 -9%
KA
2224
Kercheville Advisors
Texas
$5.79M +$5.79M +26,078 New
BWCS
2225
Beirne Wealth Consulting Services
Connecticut
$5.79M +$187K +842 +3%