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Microsoft

2,842 hedge funds and large institutions have $643B invested in Microsoft in 2018 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 1,097 increasing their positions, 1,398 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,842
Holders Change
+32
Holders Change %
+1.14%
% of All Funds
65.08%
Holding in Top 10
1,374
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+6.59%
% of All Funds
31.46%
New
113
Increased
1,097
Reduced
1,398
Closed
58
Calls
$5.79B
Puts
$6.74B
Net Calls
-$949M
Net Calls Change
-$412M
Name Holding Trade Value Shares
Change
Shares
Change %
MGAM
2551
McGowan Group Asset Management
Texas
$575K -$27.1K -237 -5%
EA
2552
Elm Advisors
California
$575K +$161K +1,405 +39%
ZF
2553
Zhang Financial
Michigan
$574K +$14K +121 +2%
CCA
2554
Conestoga Capital Advisors
Pennsylvania
$573K -$9.15K -80 -2%
PTC
2555
Provident Trust Company
Wisconsin
$572K
OIM
2556
Opus Investment Management
Massachusetts
$572K
NBG
2557
Nancy B. Gardiner
$571K -$62.8K -550 -10%
EMFAT
2558
Emerald Mutual Fund Advisers Trust
Pennsylvania
$569K -$56.5K -494 -9%
OIWM
2559
OptiFour Integrated Wealth Management
Virginia
$564K -$1.26K -11 -0.2%
NA
2560
Nottingham Advisors
New York
$563K -$23.1K -202 -4%
HFP
2561
Holistic Financial Partners
Indiana
$562K +$562K +4,910 New
SCI
2562
Stableford Capital II
Arizona
$559K -$127K -1,109 -19%
FRM
2563
Fox Run Management
Connecticut
$559K +$559K +4,887 New
TI
2564
Truepoint Inc
Ohio
$556K -$299K -2,615 -35%
RIS
2565
Retirement Income Solutions
Michigan
$556K -$8.8K -77 -2%
KCM
2566
Karp Capital Management
California
$555K +$38.3K +335 +7%
VAM
2567
Visionary Asset Management
Texas
$555K +$555K +4,855 New
LFR
2568
Lehman Financial Resources
Pennsylvania
$554K +$148K +1,300 +37%
IWA
2569
Intercontinental Wealth Advisors
Texas
$551K -$165K -1,444 -23%
AW
2570
Alpha Windward
Massachusetts
$546K -$29.4K -257 -5%
CL
2571
CIM LLC
New York
$546K +$44.3K +387 +9%
HI
2572
Handelsinvest Investeringsforvaltning
Denmark
$541K +$541K +4,727 New
PFC
2573
Phocas Financial Corp
California
$540K -$45.8K -400 -8%
HC
2574
Hourglass Capital
Texas
$538K +$7.78K +68 +1%
NCM
2575
New Capital Management
Texas
$535K +$10.8K +94 +2%