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Microsoft

2,782 hedge funds and large institutions have $516B invested in Microsoft in 2018 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,050 increasing their positions, 1,405 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+37
Holders Change %
+1.35%
% of All Funds
63.85%
Holding in Top 10
1,221
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.21%
% of All Funds
28.02%
New
150
Increased
1,050
Reduced
1,405
Closed
76
Calls
$4.8B
Puts
$6.87B
Net Calls
-$2.07B
Net Calls Change
+$389M
Name Holding Trade Value Shares
Change
Shares
Change %
ARM
2501
Adirondack Research & Management
New York
$480K -$246K -2,695 -34%
RWA
2502
RGT Wealth Advisors
Texas
$478K -$9.95K -109 -2%
WLIM
2503
White Lighthouse Investment Management
Massachusetts
$478K +$91 +1 +0%
MSTVIM
2504
Messner & Smith Theme Value Investment Management
California
$478K +$21.9K +240 +5%
FAG
2505
Financial Advisory Group
Texas
$478K +$26.2K +287 +6%
CRWM
2506
Castle Rock Wealth Management
California
$478K +$129K +1,410 +37%
SAS
2507
Stelac Advisory Services
New York
$478K +$197K +2,159 +70%
PP
2508
PDS Planning
Ohio
$477K -$4.56K -50 -0.9%
AW
2509
Alpha Windward
Massachusetts
$477K +$1.28K +14 +0.3%
AIA
2510
Arbor Investment Advisors
North Carolina
$476K +$25.8K +283 +6%
MTIM
2511
Marathon Trading Investment Management
Pennsylvania
$475K -$610K -6,673 -56%
CCG
2512
Chatham Capital Group
Georgia
$475K +$547 +6 +0.1%
PEA
2513
Pacific Edge Advisors
California
$471K +$471K +5,161 New
PFC
2514
Phocas Financial Corp
California
$467K +$45.6K +500 +11%
MFG
2515
Merit Financial Group
Georgia
$466K +$249K +2,726 +114%
CCA
2516
Conestoga Capital Advisors
Pennsylvania
$464K -$57.4K -630 -11%
MGAM
2517
McGowan Group Asset Management
Texas
$462K -$913 -10 -0.2%
TWM
2518
Titus Wealth Management
California
$458K -$78.4K -859 -15%
SLG
2519
Stanley-Laman Group
Pennsylvania
$458K +$86.9K +952 +23%
OIM
2520
Opus Investment Management
Massachusetts
$456K
PTC
2521
Provident Trust Company
Wisconsin
$456K
VFP
2522
Verus Financial Partners
Virginia
$452K -$50.1K -548 -10%
TDC
2523
Thompson Davis & Co
Virginia
$449K -$266K -2,917 -37%
MCM
2524
MV Capital Management
Maryland
$449K
OIWM
2525
OptiFour Integrated Wealth Management
Virginia
$444K -$75.4K -827 -15%