MSFT icon

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 %
MLIC
2801
Mandatum Life Insurance Company
Finland
$524K
DWA
2802
Dougherty Wealth Advisers
Minnesota
$524K
PPW
2803
Pasadena Private Wealth
California
$524K +$524K +4,440 New
EA
2804
Elm Advisors
California
$522K -$49K -416 -9%
PWM
2805
Paulson Wealth Management
Illinois
$517K +$5.07K +43 +1%
NCM
2806
New Capital Management
Texas
$515K +$8.62K +73 +2%
CFN
2807
Cordasco Financial Network
Florida
$514K +$55.9K +474 +12%
FWSM
2808
First Wilshire Securities Management
California
$513K
SIM
2809
Sadoff Investment Management
Wisconsin
$513K +$34.9K +296 +7%
TIA
2810
Traphagen Investment Advisors
New Jersey
$513K +$513K +4,346 New
HIS
2811
Harvest Investment Services
Illinois
$512K +$512K +4,303 New
VFP
2812
Verus Financial Partners
Virginia
$506K +$31.6K +268 +7%
PWM
2813
PRW Wealth Management
Massachusetts
$497K -$61.2K -520 -11%
WPSG
2814
Wealth & Pension Services Group
Georgia
$497K +$1.3K +11 +0.3%
COI
2815
Capital One Investing
Virginia
$496K +$211K +1,785 +74%
AW
2816
Alpha Windward
Massachusetts
$493K -$29.1K -247 -6%
MCM
2817
Mainstay Capital Management
Michigan
$489K
IIM
2818
Ironwood Investment Management
Massachusetts
$487K
TCB
2819
Texas Capital Bancshares
Texas
$486K
AIS
2820
Accurate Investment Solutions
Pennsylvania
$485K +$943 +8 +0.2%
FRM
2821
Fox Run Management
Connecticut
$485K +$485K +4,109 New
BWP
2822
BSW Wealth Partners
Colorado
$480K -$17.6K -149 -4%
APC
2823
Aspire Private Capital
North Carolina
$480K +$2.24K +19 +0.5%
OIWM
2824
OptiFour Integrated Wealth Management
Virginia
$477K -$99K -840 -17%
NVIM
2825
New Vernon Investment Management
Illinois
$477K