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Microsoft

3,428 hedge funds and large institutions have $869B invested in Microsoft in 2019 Q4 according to their latest regulatory filings, with 418 funds opening new positions, 1,231 increasing their positions, 1,532 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,428
Holders Change
+305
Holders Change %
+9.77%
% of All Funds
67.69%
Holding in Top 10
1,723
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+8.03%
% of All Funds
34.02%
New
418
Increased
1,231
Reduced
1,532
Closed
65
Calls
$9.76B
Puts
$13.9B
Net Calls
-$4.18B
Net Calls Change
-$1.33B
Name Holding Trade Value Shares
Change
Shares
Change %
IFG
2801
Investors Financial Group
Minnesota
$1.21M +$1.21M +7,681 New
AIA
2802
Alera Investment Advisors
Illinois
$1.21M -$646K -4,097 -35%
PP
2803
PDS Planning
Ohio
$1.21M +$16.4K +104 +1%
B
2804
Brightworth
Georgia
$1.21M -$185K -1,171 -13%
OIWM
2805
OptiFour Integrated Wealth Management
Virginia
$1.2M +$8.04K +51 +0.7%
BBL
2806
Beck Bode LLC
Massachusetts
$1.2M -$308K -1,952 -20%
BPGAM
2807
BTG Pactual Global Asset Management
Bermuda
$1.2M +$1.2M +7,602 New
AP
2808
Arlington Partners
Alabama
$1.2M +$76.5K +485 +7%
TF
2809
TRH Financial
Iowa
$1.2M +$1.2M +7,588 New
WDL
2810
Well Done LLC
Michigan
$1.19M -$27.8K -176 -2%
SWIG
2811
Strategic Wealth Investment Group
Kentucky
$1.19M +$1.19M +7,573 New
SHJ
2812
Sharkey, Howes & Javer
Colorado
$1.19M +$315 +2 +0%
HIM
2813
Hillsdale Investment Management
Ontario, Canada
$1.19M -$31.5K -200 -3%
SFG
2814
Sunburst Financial Group
Alabama
$1.19M +$1.19M +7,515 New
MWPCG
2815
Measured Wealth Private Client Group
New Hampshire
$1.18M -$232K -1,468 -16%
DA
2816
Detalus Advisors
Missouri
$1.18M +$1.18M +7,493 New
GSC
2817
G&S Capital
Colorado
$1.18M
EPA
2818
Element Pointe Advisors
Florida
$1.18M
EIG
2819
Ellenbecker Investment Group
Wisconsin
$1.17M +$8.2K +52 +0.7%
CWM
2820
Cedar Wealth Management
California
$1.17M -$84.2K -534 -7%
SWMG
2821
Strategic Wealth Management Group
Maryland
$1.17M +$193K +1,225 +20%
Financial Engines Advisors
2822
Financial Engines Advisors
California
$1.17M +$714K +4,528 +156%
FCM
2823
Fortis Capital Management
Washington
$1.17M +$1.17M +7,413 New
OAM
2824
Oak Asset Management
California
$1.16M
CP
2825
Coho Partners
Pennsylvania
$1.16M -$28.4K -180 -2%