MSFT icon

Microsoft

3,123 hedge funds and large institutions have $775B invested in Microsoft in 2019 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 1,290 increasing their positions, 1,505 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,123
Holders Change
+6
Holders Change %
+0.19%
% of All Funds
68.59%
Holding in Top 10
1,595
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+2.24%
% of All Funds
35.03%
New
91
Increased
1,290
Reduced
1,505
Closed
61
Calls
$8.45B
Puts
$11.3B
Net Calls
-$2.85B
Net Calls Change
-$2.27B
Name Holding Trade Value Shares
Change
Shares
Change %
LDFR
2601
Lehman & Derafelo Financial Resources
Pennsylvania
$1.16M +$494K +3,556 +74%
DA
2602
Dillon & Associates
Michigan
$1.16M -$31.3K -225 -3%
BWM
2603
Bernicke Wealth Management
Wisconsin
$1.15M +$99.8K +718 +9%
FAM
2604
Flaharty Asset Management
Florida
$1.14M +$69.8K +502 +7%
OFW
2605
Omnia Family Wealth
Florida
$1.14M -$767K -5,512 -40%
EIP
2606
Ellis Investment Partners
Pennsylvania
$1.14M +$4.66K +34 +0.4%
LIA
2607
LBMC Investment Advisors
Tennessee
$1.14M -$54.1K -389 -5%
OLA
2608
Oliver Luxxe Assets
New Jersey
$1.14M +$49.2K +361 +5%
RPA
2609
Rock Point Advisors
Vermont
$1.13M -$21.4K -154 -2%
LFA
2610
Landmark Financial Advisors
Kentucky
$1.13M -$21.8K -157 -2%
CFA
2611
Capstone Financial Advisors
Illinois
$1.13M +$90.6K +652 +9%
TI
2612
Truehand Inc
New Hampshire
$1.12M -$11.4K -82 -1%
LWM
2613
Lenox Wealth Management
Ohio
$1.12M +$62K +446 +6%
DCM
2614
Dimension Capital Management
Florida
$1.11M -$9.32K -67 -0.8%
SJIM
2615
St. Johns Investment Management
Florida
$1.11M +$40.6K +292 +4%
GU
2616
Georgetown University
District of Columbia
$1.11M +$1.11M +7,987 New
JF
2617
JSF Financial
California
$1.11M -$16.7K -120 -1%
CWM
2618
Cedar Wealth Management
California
$1.11M -$41.6K -299 -4%
GBBWRPM
2619
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.11M +$379K +2,729 +52%
BAM
2620
Baldrige Asset Management
Pennsylvania
$1.11M -$12.5K -90 -1%
FC
2621
Fayerweather Charles
$1.1M -$213K -1,530 -16%
HHAM
2622
HITE Hedge Asset Management
Massachusetts
$1.1M +$361K +2,594 +49%
ZAM
2623
Zevin Asset Management
Massachusetts
$1.1M +$27K +194 +3%
DOA
2624
D'Orazio & Associates
Virginia
$1.09M +$98K +705 +10%
TFO
2625
Tarbox Family Office
California
$1.09M