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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 %
PC
2276
Permanens Capital
New York
$5.45M +$4.99M +22,438 +1,087%
UTC
2277
Unified Trust Company
Kentucky
$5.44M +$473K +2,188 +10%
CPO
2278
Cerity Partners OCIO
New York
$5.43M -$83.2K -374 -2%
DIS
2279
Diversified Investment Strategies
Louisiana
$5.42M -$57.9K -265 -1%
AO
2280
Advisor OS
Illinois
$5.41M +$2.92M +13,142 +117%
TCWA
2281
Ten Capital Wealth Advisors
Washington
$5.41M +$438K +1,969 +9%
ATIA
2282
American Trust Investment Advisors
New Hampshire
$5.41M -$108K -486 -2%
MVA
2283
Mount Vernon Associates
Maryland
$5.41M -$38.3K -172 -0.7%
IPAM
2284
ICICI Prudential Asset Management
India
$5.4M +$5.4M +24,340 New
BWG
2285
Beta Wealth Group
California
$5.4M +$5.4M +24,296 New
HCM
2286
HM Capital Management
Missouri
$5.39M -$1.34K -6 -0%
CCC
2287
Crescent Capital Consulting
Louisiana
$5.39M +$5.39M +24,245 New
CCM
2288
CAAS Capital Management
New York
$5.38M -$3.78M -17,007 -41%
EAM
2289
Exane Asset Management
France
$5.38M -$1.44M -6,463 -21%
GA
2290
Gateway Advisory
New Jersey
$5.38M +$148K +666 +3%
PP
2291
Prospector Partners
Connecticut
$5.37M -$3.46M -15,540 -39%
AC
2292
Asio Capital
Kentucky
$5.36M +$11.8K +53 +0.2%
NC
2293
NovaPoint Capital
Georgia
$5.36M +$1.05M +4,733 +24%
HFA
2294
HC Financial Advisors
California
$5.36M -$385K -1,731 -7%
GIM
2295
Guardian Investment Management
California
$5.35M -$44.5K -200 -0.8%
ARI
2296
Applied Research Investments
Delaware
$5.35M +$935K +4,202 +21%
ECM
2297
EagleClaw Capital Management
Massachusetts
$5.35M -$313K -1,405 -6%
ODCM
2298
Old Dominion Capital Management
Virginia
$5.34M -$228K -1,025 -4%
GSWM
2299
Golden State Wealth Management
California
$5.34M +$1.28M +5,770 +32%
SWA
2300
Sutton Wealth Advisors
Florida
$5.33M +$94.1K +423 +2%