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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 %
BAM
2226
Blueshift Asset Management
New Jersey
$5.77M +$234K +1,052 +4%
GFP
2227
Gryphon Financial Partners
Ohio
$5.75M +$54.1K +243 +0.9%
CPC
2228
Congress Park Capital
New York
$5.74M -$151K -678 -3%
WI
2229
WrapManager Inc
California
$5.73M +$476K +2,138 +9%
ATC
2230
Adirondack Trust Company
New York
$5.7M -$230K -990 -4%
JDR
2231
Jay D. Rosenbaum
$5.7M -$33.4K -150 -0.6%
LCM
2232
Legato Capital Management
California
$5.69M
ESB
2233
Essex Savings Bank
Connecticut
$5.67M -$156K -701 -3%
MCCP
2234
Mission Creek Capital Partners
California
$5.66M -$211K -950 -4%
NFG
2235
Nations Financial Group
Iowa
$5.66M +$185K +830 +3%
HAS
2236
HBW Advisory Services
California
$5.66M +$737K +3,312 +15%
LSWM
2237
Lorne Steinberg Wealth Management
Canada
$5.65M +$5.65M +25,335 New
AAM
2238
Anglepoint Asset Management
Cayman Islands
$5.65M
PA
2239
Procyon Advisors
Connecticut
$5.64M -$114K -512 -2%
MFS
2240
Madrona Financial Services
Washington
$5.64M +$705K +3,168 +14%
SIA
2241
Soltis Investment Advisors
Utah
$5.64M -$18.7K -84 -0.3%
AIM
2242
AMI Investment Management
Indiana
$5.64M +$890 +4 +0%
PIA
2243
Perennial Investment Advisors
California
$5.64M +$211K +950 +4%
RCA
2244
Ranch Capital Advisors
Florida
$5.63M +$28.2K +127 +0.5%
SAM
2245
Security Asset Management
New York
$5.63M +$2.34M +10,512 +71%
HFS
2246
HBC Financial Services
Washington
$5.63M -$146K -667 -3%
MFW
2247
Meristem Family Wealth
Minnesota
$5.63M -$91K -409 -2%
SCM
2248
Stevens Capital Management
Pennsylvania
$5.62M +$5.62M +25,275 New
BCA
2249
Berman Capital Advisors
Georgia
$5.62M +$509K +2,290 +10%
BW
2250
Bison Wealth
Georgia
$5.62M +$708K +3,183 +14%