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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 %
LWM
2251
Liberty Wealth Management
California
$5.61M +$1.83M +7,629 +48%
AWMT
2252
AAFMAA Wealth Management & Trust
North Carolina
$5.61M +$5.61M +25,221 New
MDSL
2253
M.D. Sass LLC
New York
$5.59M -$1.27M -5,725 -19%
CSPAM
2254
Cary Street Partners Asset Management
Virginia
$5.58M +$5.58M +183,628 New
ACM
2255
Ayrshire Capital Management
Connecticut
$5.58M +$279K +1,256 +5%
TCM
2256
Taal Capital Management
Massachusetts
$5.56M
HA
2257
Harbor Advisors
Florida
$5.56M
PIM
2258
Platinum Investment Management
Australia
$5.56M
PHIMC
2259
Private Harbour Investment Management & Counsel
Ohio
$5.56M -$31.8K -143 -0.6%
JHCP
2260
Jackson Hole Capital Partners
Oklahoma
$5.55M +$216K +973 +4%
MLIC
2261
Mandatum Life Insurance Company
Finland
$5.55M +$1.54M +6,940 +39%
STC
2262
Sarah T. Connolly
$5.54M +$5.54M +24,888 New
PWMAG
2263
Pinnacle Wealth Management Advisory Group
New Jersey
$5.51M -$103K -465 -2%
GCM
2264
Glenview Capital Management
New York
$5.5M -$6.43M -28,916 -54%
SIM
2265
Sterling Investment Management
Arizona
$5.5M -$258K -1,162 -4%
HBCM
2266
Heron Bay Capital Management
Michigan
$5.5M +$5.5M +24,728 New
ABP
2267
Arthur B. Page
$5.5M -$108K -484 -2%
CCG
2268
Ceeto Capital Group
Florida
$5.49M
Financial Engines Advisors
2269
Financial Engines Advisors
California
$5.49M -$516K -2,320 -9%
PWA
2270
Providence Wealth Advisors
Illinois
$5.48M +$21.3K +96 +0.4%
DS
2271
DRW Securities
Illinois
$5.47M -$5.09M -22,863 -48%
MYIA
2272
Mount Yale Investment Advisors
Colorado
$5.47M -$32.5K -146 -0.6%
WR
2273
WD Rutherford
Oregon
$5.46M +$5.46M +24,568 New
CIP
2274
Convergence Investment Partners
Florida
$5.46M -$519K -2,334 -9%
VCM
2275
Versant Capital Management
Arizona
$5.45M -$423K -1,902 -7%