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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 %
BWM
2701
BigSur Wealth Management
Florida
$634K +$254K +2,500 +67%
GIA
2702
Gladstone Institutional Advisory
Florida
$634K +$634K +6,245 New
BFWA
2703
Benchmark Financial Wealth Advisors
Florida
$632K +$632K +6,222 New
HR
2704
Hardy Reed
Mississippi
$632K +$632K +6,222 New
CWM
2705
Centric Wealth Management
Illinois
$632K +$632K +6,226 New
TF
2706
TLWM Financial
Texas
$631K -$71.7K -686 -10%
FAG
2707
Financial Advisory Group
Texas
$630K +$15.9K +157 +3%
I
2708
INVST
Indiana
$629K +$96K +945 +18%
SCP
2709
Sandhill Capital Partners
New York
$626K +$47K +463 +8%
RF
2710
RHS Financial
California
$626K +$626K +6,166 New
CHA
2711
Cooper/Haims Advisors
New York
$625K -$61.5K -606 -9%
FWM
2712
Fairhaven Wealth Management
Illinois
$625K +$625K +6,157 New
AC
2713
Avestar Capital
New York
$624K -$81.8K -846 -12%
TAIM
2714
TD Ameritrade Investment Management
Nebraska
$621K +$245K +2,416 +65%
TF
2715
Trek Financial
Arizona
$621K +$621K +6,110 New
FIM
2716
Fernwood Investment Management
Massachusetts
$620K +$40.7K +400 +7%
TI
2717
Truepoint Inc
Ohio
$619K +$126K +1,236 +25%
SCM
2718
SKBA Capital Management
California
$614K -$6.74M -66,400 -92%
BIM
2719
Bridgecreek Investment Management
Oklahoma
$612K
JWA
2720
JFS Wealth Advisors
Pennsylvania
$612K +$8.83K +87 +1%
PFA
2721
Paradigm Financial Advisors
Missouri
$609K -$10.1K -99 -2%
PGCM
2722
Prescott Group Capital Management
Oklahoma
$609K
FAN
2723
Financial Advisors Network
California
$604K +$604K +5,944 New
TRAM
2724
Tuscan Ridge Asset Management
Illinois
$603K +$603K +5,934 New
DR
2725
Davis Rea
Ontario, Canada
$600K -$27.9K -275 -4%