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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 %
GCA
2751
Gradient Capital Advisors
California
$554K +$25.9K +255 +5%
HTC
2752
Hershey Trust Company
Pennsylvania
$554K +$554K +5,458 New
FA
2753
Fortis Advisors
Pennsylvania
$552K
GCM
2754
Gator Capital Management
Florida
$548K -$304K -3,000 -36%
WLIM
2755
White Lighthouse Investment Management
Massachusetts
$545K +$23.4K +231 +4%
SCP
2756
Silverleafe Capital Partners
Tennessee
$545K +$203K +1,996 +59%
EWA
2757
Evolution Wealth Advisors
Florida
$545K +$545K +5,359 New
BMCM
2758
Bryn Mawr Capital Management
Pennsylvania
$535K -$36.3K -357 -6%
ARM
2759
Adirondack Research & Management
New York
$534K
CAM
2760
Concorde Asset Management
Michigan
$533K +$71.1K +701 +15%
WCWM
2761
Willow Creek Wealth Management
California
$529K -$8.33K -82 -2%
SC
2762
Salzman & Co
New York
$528K +$528K +5,200 New
Simplex Trading
2763
Simplex Trading
Illinois
$528K +$528K +5,200 New
SLG
2764
Stanley-Laman Group
Pennsylvania
$527K +$275K +2,711 +109%
EFL
2765
ERn Financial LLC
Wisconsin
$526K +$526K +5,181 New
AIA
2766
Arbor Investment Advisors
North Carolina
$525K -$4.77K -47 -0.9%
AWA
2767
Alaska Wealth Advisors
Alaska
$522K +$159K +1,567 +44%
PFA
2768
Pettinga Financial Advisors
Indiana
$521K +$521K +5,131 New
BO
2769
Bach Option
Hong Kong
$519K +$519K +5,109 New
PEA
2770
Pacific Edge Advisors
California
$518K
PAM
2771
Premier Asset Management
Illinois
$515K -$562K -5,525 -52%
EI
2772
Ellevest Inc
New York
$513K +$513K +5,046 New
KM
2773
Kalos Management
Georgia
$510K +$56K +543 +12%
OIM
2774
Opus Investment Management
Massachusetts
$508K
PTC
2775
Provident Trust Company
Wisconsin
$508K