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Microsoft

3,117 hedge funds and large institutions have $750B invested in Microsoft in 2019 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 1,238 increasing their positions, 1,544 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,117
Holders Change
+6
Holders Change %
+0.19%
% of All Funds
67.81%
Holding in Top 10
1,560
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+4.35%
% of All Funds
33.94%
New
111
Increased
1,238
Reduced
1,544
Closed
66
Calls
$8.89B
Puts
$9.47B
Net Calls
-$582M
Net Calls Change
+$383M
Name Holding Trade Value Shares
Change
Shares
Change %
FGAM
2801
Financial Gravity Asset Management
Texas
$591K +$294K +2,191 +99%
MWM
2802
MinichMacGregor Wealth Management
New York
$590K -$14K -103 -2%
SIM
2803
Sadoff Investment Management
Wisconsin
$589K +$6.03K +45 +1%
NCM
2804
New Capital Management
Texas
$586K +$1.87K +14 +0.3%
PWA
2805
Peterson Wealth Advisors
Utah
$584K -$33.4K -249 -5%
HCM
2806
Howard Capital Management
Georgia
$583K -$314K -2,240 -35%
FWSM
2807
First Wilshire Securities Management
California
$583K
TIA
2808
Traphagen Investment Advisors
New Jersey
$583K +$402 +3 +0.1%
JWM
2809
Jupiter Wealth Management
Colorado
$578K +$578K +4,243 New
BFG
2810
Barber Financial Group
Kansas
$570K +$40.6K +303 +8%
WPSG
2811
Wealth & Pension Services Group
Georgia
$566K +$2.28K +17 +0.4%
CFN
2812
Cordasco Financial Network
Florida
$565K -$19.2K -143 -3%
TVAMP
2813
Tennessee Valley Asset Management Partners
Tennessee
$562K +$120K +896 +27%
EFL
2814
ERn Financial LLC
Wisconsin
$560K -$149K -1,113 -21%
AW
2815
Alpha Windward
Massachusetts
$557K -$33.3K -236 -6%
DACG
2816
Donor Advised Charitable Giving
California
$557K +$557K +4,160 New
DWA
2817
Dorsey Wright & Associates
California
$556K +$49K +366 +10%
IIM
2818
Ironwood Investment Management
Massachusetts
$553K
JWA
2819
JFS Wealth Advisors
Pennsylvania
$552K -$228K -1,700 -29%
AIS
2820
Accurate Investment Solutions
Pennsylvania
$552K +$1.07K +8 +0.2%
FIA
2821
FNY Investment Advisers
New York
$550K +$333K +2,484 +153%
GI
2822
Glovista Investments
New Jersey
$549K +$67K +500 +14%
PWM
2823
PRW Wealth Management
Massachusetts
$548K -$18.2K -136 -3%
CC
2824
Cypress Capital
Tennessee
$548K +$13.5K +101 +3%
FFG
2825
Ford Financial Group
California
$547K +$40.3K +301 +8%