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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 %
CAM
2601
Concorde Asset Management
Michigan
$389K -$25.1K -254 -6%
JAM
2602
Jolley Asset Management
North Carolina
$388K -$25.2K -256 -6%
MFT
2603
Moisand Fitzgerald Tamayo
Florida
$387K -$49.2K -500 -11%
ACM
2604
Alethea Capital Management
Washington
$385K
PSF
2605
Pacific Sun Financial
California
$384K
BAMG
2606
Brand Asset Management Group
Missouri
$383K +$383K +3,884 New
GRQ
2607
Gardner Russo & Quinn
Pennsylvania
$380K -$88.8K -900 -19%
SIG
2608
Schaller Investment Group
North Carolina
$380K
SHWM
2609
Smith & Howard Wealth Management
Georgia
$379K +$379K +3,844 New
MCMT
2610
Moon Capital Management (Tennessee)
Tennessee
$377K +$394 +4 +0.1%
OAM
2611
Oberweis Asset Management
Illinois
$377K
CWM
2612
Catamount Wealth Management
Connecticut
$372K +$14.5K +133 +4%
BCM
2613
Baltimore Capital Management
Maryland
$371K
NQWM
2614
Northwest Quadrant Wealth Management
Oregon
$369K
REMPR
2615
Roof Eidam Maycock Peralta (REMP)
California
$368K +$99 +1 +0%
PC
2616
Polar Capital
United Kingdom
$367K +$26.2K +266,170 +8%
NEIRG
2617
New England Investment & Retirement Group
Massachusetts
$367K +$64.2K +651 +21%
ACM
2618
AUA Capital Management
Pennsylvania
$365K
PS
2619
Portfolio Strategies
New York
$365K +$592 +6 +0.2%
WCM
2620
Weatherstone Capital Management
Colorado
$364K -$26K -263 -7%
IR
2621
Invictus RG
Bermuda
$362K -$75.4K -765 -17%
FFW
2622
Fusion Family Wealth
New York
$362K +$362K +3,664,360 +105,784%
Qube Research & Technologies (QRT)
2623
Qube Research & Technologies (QRT)
United Kingdom
$361K -$74.2K -753 -17%
EF
2624
Empirical Finance
Pennsylvania
$360K -$469K -4,757 -57%
BFG
2625
Barber Financial Group
Kansas
$359K +$18.5K +187 +5%