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Microsoft

3,085 hedge funds and large institutions have $567B invested in Microsoft in 2018 Q4 according to their latest regulatory filings, with 364 funds opening new positions, 1,204 increasing their positions, 1,327 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,085
Holders Change
+243
Holders Change %
+8.55%
% of All Funds
68.85%
Holding in Top 10
1,459
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+6.19%
% of All Funds
32.56%
New
364
Increased
1,204
Reduced
1,327
Closed
94
Calls
$5.99B
Puts
$7.21B
Net Calls
-$1.22B
Net Calls Change
-$272M
Name Holding Trade Value Shares
Change
Shares
Change %
ARG
2551
Advisory Resource Group
Oklahoma
$964K +$964K +9,486 New
DWM
2552
Darwin Wealth Management
Florida
$961K -$58.5K -576 -6%
AWA
2553
AmeriServ Wealth Advisors
Pennsylvania
$956K -$254K -2,506 -21%
CWA
2554
Clarus Wealth Advisors
Arizona
$956K -$22.5K -222 -2%
EWA
2555
ERTS Wealth Advisors
Michigan
$955K +$955K +9,398 New
WANY
2556
Wealthspire Advisors (New York)
New York
$949K +$949K +9,340 New
AIC
2557
Archer Investment Corporation
Indiana
$948K +$948K +9,337 New
PFA
2558
Pure Financial Advisors
California
$947K +$82.2K +809 +10%
MLFP
2559
MPS Loria Financial Planners
Illinois
$935K +$1.93K +19 +0.2%
BWL
2560
Bogart Wealth LLC
Virginia
$935K +$17.7K +174 +2%
GWI
2561
Grace & White Inc
New York
$931K
TWI
2562
Thomas White International
Illinois
$930K
KLCM
2563
KG&L Capital Management
Louisiana
$930K +$930K +9,150 New
VCM
2564
Vivaldi Capital Management
Illinois
$925K +$573K +5,642 +163%
DE
2565
Day & Ennis
Georgia
$922K +$28.7K +283 +3%
NEPWA
2566
New England Private Wealth Advisors
Massachusetts
$922K +$40.1K +396 +5%
CWM
2567
Cedar Wealth Management
California
$919K -$39.1K -385 -4%
NAM
2568
NorthCoast Asset Management
Connecticut
$917K +$8.03K +79 +0.9%
SFS
2569
Summit Financial Strategies
Ohio
$916K -$19.8K -195 -2%
RCM
2570
RB Capital Management
Nevada
$913K +$6.6K +65 +0.7%
MWA
2571
MFA Wealth Advisors
Pennsylvania
$913K +$25.8K +252 +3%
CW
2572
Cobiz Wealth
Colorado
$907K +$4.06K +40 +0.5%
FUBT
2573
First United Bank & Trust
Maryland
$907K +$24K +236 +3%
AP
2574
Atwood & Palmer
Missouri
$903K +$127K +1,251 +16%
CBA
2575
Coastal Bridge Advisors
Connecticut
$896K +$609 +6 +0.1%