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Microsoft

2,810 hedge funds and large institutions have $552B invested in Microsoft in 2018 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 1,156 increasing their positions, 1,320 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,810
Holders Change
+28
Holders Change %
+1.01%
% of All Funds
64.42%
Holding in Top 10
1,289
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+5.57%
% of All Funds
29.55%
New
104
Increased
1,156
Reduced
1,320
Closed
48
Calls
$5.22B
Puts
$5.75B
Net Calls
-$537M
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Shares
Change %
PP
2526
PDS Planning
Ohio
$525K +$9.95K +101 +2%
I
2527
INVST
Indiana
$522K +$54.4K +552 +12%
MGAM
2528
McGowan Group Asset Management
Texas
$519K +$20.2K +205 +4%
BLA
2529
Balter Liquid Alternatives
Massachusetts
$518K -$103K -1,031 -17%
WCWM
2530
Willow Creek Wealth Management
California
$515K -$42.9K -435 -8%
AIA
2531
Arbor Investment Advisors
North Carolina
$515K
QIM
2532
Quantitative Investment Management
Virginia
$512K +$512K +5,200 New
SIM
2533
Sadoff Investment Management
Wisconsin
$509K +$123K +1,246 +32%
WLIM
2534
White Lighthouse Investment Management
Massachusetts
$508K -$7.88K -80 -2%
PFC
2535
Phocas Financial Corp
California
$505K
PEA
2536
Pacific Edge Advisors
California
$503K -$5.92K -60 -1%
RIA
2537
RPG Investment Advisory
California
$503K +$202K +2,050 +67%
MFG
2538
Merit Financial Group
Georgia
$502K -$1.68K -17 -0.3%
CCA
2539
Conestoga Capital Advisors
Pennsylvania
$502K
AW
2540
Alpha Windward
Massachusetts
$496K -$19.1K -194 -4%
OIM
2541
Opus Investment Management
Massachusetts
$493K
PTC
2542
Provident Trust Company
Wisconsin
$493K
GCA
2543
Gradient Capital Advisors
California
$492K +$125K +1,269 +34%
OIWM
2544
OptiFour Integrated Wealth Management
Virginia
$488K +$7.6K +77 +2%
RIS
2545
Retirement Income Solutions
Michigan
$487K +$217K +2,207 +81%
MCM
2546
MV Capital Management
Maryland
$486K
ZF
2547
Zhang Financial
Michigan
$485K -$2.5K -25 -0.5%
AIP
2548
Almanack Investment Partners
Pennsylvania
$484K -$119K -1,206 -20%
TDC
2549
Thompson Davis & Co
Virginia
$479K -$6.71K -68 -1%
TFF
2550
The Family Firm
Maryland
$477K -$60.5K -614 -11%