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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 %
OLA
2601
Oliver Luxxe Assets
New Jersey
$838K +$10.2K +100 +1%
ZAM
2602
Zevin Asset Management
Massachusetts
$838K +$97.5K +960 +13%
SFG
2603
StrategIQ Financial Group
Indiana
$836K -$28.2K -278 -3%
LFA
2604
Landmark Financial Advisors
Kentucky
$836K -$15K -148 -2%
PFA
2605
Pathway Financial Advisors
Vermont
$835K
IAA
2606
Ironsides Asset Advisors
North Carolina
$835K +$104K +1,025 +14%
TI
2607
Truehand Inc
New Hampshire
$829K +$829K +8,159 New
EWM
2608
Elmwood Wealth Management
California
$826K +$50.9K +501 +7%
KA
2609
KLCM Advisors
Wisconsin
$817K +$31.3K +308 +4%
CWM
2610
Connecticut Wealth Management
Connecticut
$816K -$39.6K -390 -5%
TFO
2611
Tarbox Family Office
California
$815K -$13K -128 -2%
LMGAM
2612
Liberty Mutual Group Asset Management
Massachusetts
$812K -$30.4M -299,114 -97%
SDWIA
2613
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$812K +$812K +7,991 New
VIM
2614
Vista Investment Management
Pennsylvania
$809K +$8.12K +80 +1%
CSPIA
2615
Cary Street Partners Investment Advisory
Virginia
$808K +$808K +7,963 New
SAM
2616
Shikiar Asset Management
New York
$807K +$54.6K +538 +7%
FWM
2617
Foresight Wealth Management
Utah
$804K +$804K +7,920 New
HFA
2618
High Falls Advisors
New York
$795K +$812 +8 +0.1%
TF
2619
TimeScale Financial
Massachusetts
$795K +$795K +7,829 New
NFG
2620
Nations Financial Group
Iowa
$794K +$20.6K +203 +3%
FCA
2621
FLC Capital Advisors
California
$793K +$793K +7,811 New
DAM
2622
Doheny Asset Management
California
$790K
BC
2623
Burleson & Co
California
$784K +$31.7K +290 +4%
GAMC
2624
Garner Asset Management Corp
Texas
$781K -$2.53M -24,890 -76%
SC
2625
Solstein Capital
California
$781K -$123K -1,210 -14%