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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 %
VFP
2801
Verus Financial Partners
Virginia
$460K
PWM
2802
Paulson Wealth Management
Illinois
$459K +$14.9K +141 +3%
AA
2803
Apriem Advisors
California
$457K +$104K +1,024 +29%
HIM
2804
Hillsdale Investment Management
Ontario, Canada
$455K
FWCM
2805
First Western Capital Management
California
$454K -$248K -2,442 -35%
BJ
2806
Brouwer & Janachowski
California
$454K
KIM
2807
Karpus Investment Management
New York
$453K +$20.3K +200 +5%
WCM
2808
Wildcat Capital Management
New York
$452K +$452K +4,449 New
MLIC
2809
Mandatum Life Insurance Company
Finland
$451K -$132K -1,300 -23%
CAGAS
2810
Capital Advisory Group Advisory Services
Minnesota
$451K -$15.5K -153 -3%
AW
2811
Alpha Windward
Massachusetts
$450K -$35K -345 -7%
FDS
2812
First Dallas Securities
Texas
$450K +$112K +1,100 +33%
WAM
2813
Watermark Asset Management
California
$445K +$25.5K +251 +6%
WP
2814
WealthShield Partners
North Carolina
$444K +$20.9K +206 +5%
AAP
2815
Arax Advisory Partners
Colorado
$444K +$182K +1,794 +70%
FWSM
2816
First Wilshire Securities Management
California
$442K
CL
2817
CIM LLC
New York
$441K -$43.7K -430 -9%
LIM
2818
Lagoda Investment Management
New York
$441K -$22.8K -225 -5%
TNAM
2819
Terra Nova Asset Management
New York
$436K -$1.05M -10,361 -71%
NCM
2820
New Capital Management
Texas
$436K -$39.4K -388 -8%
MFT
2821
Moisand Fitzgerald Tamayo
Florida
$435K +$46.1K +454 +12%
HCM
2822
Hudson Capital Management
New Jersey
$434K -$127K -1,249 -23%
LK
2823
Lumbard & Kellner
New Hampshire
$432K
SFC
2824
SYM Financial Corp
Indiana
$431K -$290K -2,860 -40%
BWP
2825
BSW Wealth Partners
Colorado
$429K +$4.57K +45 +1%