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Microsoft

3,111 hedge funds and large institutions have $662B invested in Microsoft in 2019 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 1,339 increasing their positions, 1,384 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,111
Holders Change
+26
Holders Change %
+0.84%
% of All Funds
67.44%
Holding in Top 10
1,495
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+2.47%
% of All Funds
32.41%
New
169
Increased
1,339
Reduced
1,384
Closed
100
Calls
$6.3B
Puts
$7.26B
Net Calls
-$964M
Net Calls Change
+$256M
Name Holding Trade Value Shares
Change
Shares
Change %
HFP
2776
Holistic Financial Partners
Indiana
$584K +$33.9K +288 +6%
VBFP
2777
Valtinson Bruner Financial Planning
Minnesota
$583K +$18.2K +154 +3%
WCWM
2778
Willow Creek Wealth Management
California
$576K -$38.4K -325 -6%
FNC
2779
First National Corp
Massachusetts
$575K
NA
2780
Nottingham Advisors
New York
$573K -$6.72K -57 -1%
PFC
2781
Phocas Financial Corp
California
$568K
PEA
2782
Pacific Edge Advisors
California
$566K -$35.5K -301 -6%
HFA
2783
Hoover Financial Advisors
Pennsylvania
$564K +$20.6K +175 +4%
BMCM
2784
Bryn Mawr Capital Management
Pennsylvania
$561K -$60.1K -509 -10%
ACM
2785
Avalon Capital Management
California
$558K +$187K +1,588 +50%
MWM
2786
Mascoma Wealth Management
New Hampshire
$557K -$116K -979 -17%
PWA
2787
Peterson Wealth Advisors
Utah
$557K -$10.8K -89 -2%
LDFR
2788
Lehman & Derafelo Financial Resources
Pennsylvania
$556K
EMFAT
2789
Emerald Mutual Fund Advisers Trust
Pennsylvania
$552K -$34.7K -294 -6%
IDA
2790
Intelligence Driven Advisers
California
$551K +$237K +2,008 +75%
CL
2791
CIM LLC
New York
$547K +$34.4K +291 +7%
SCM
2792
SKBA Capital Management
California
$541K -$172K -1,460 -24%
MS
2793
Mizuho Securities
Japan
$540K +$147K +1,250 +38%
CA
2794
Continuum Advisory
Idaho
$538K -$130K -1,096 -20%
NBG
2795
Nancy B. Gardiner
$531K -$35.4K -300 -6%
MWM
2796
MinichMacGregor Wealth Management
New York
$530K -$828K -6,963 -61%
BAMG
2797
Brand Asset Management Group
Missouri
$528K +$45.9K +389 +10%
NPPM
2798
North Point Portfolio Managers
Ohio
$527K -$11.8K -100 -2%
WCM
2799
Weatherstone Capital Management
Colorado
$525K -$1.48M -12,557 -74%
CWM
2800
Catamount Wealth Management
Connecticut
$525K +$112K +951 +27%