MSFT icon

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 %
SIM
3001
Sadoff Investment Management
Wisconsin
$744K +$36.3K +230 +5%
CAM
3002
Concorde Asset Management
Michigan
$744K +$188K +1,187 +34%
BFA
3003
Beacon Financial Advisory
Ohio
$743K +$743K +4,712 New
SWP
3004
Summit Wealth Partners
Florida
$739K +$739K +4,687 New
PP
3005
Parplus Partners
New York
$739K +$739K +4,685 New
EMB
3006
Elefante Mark B
$727K +$62K +393 +9%
HWM
3007
Howard Wealth Management
Connecticut
$727K +$727K +4,615 New
GI
3008
Glovista Investments
New Jersey
$725K +$78.8K +500 +12%
MWM
3009
Moulton Wealth Management
Washington
$725K +$725K +4,569 New
VBFP
3010
Valtinson Bruner Financial Planning
Minnesota
$721K -$56.4K -355 -7%
AAP
3011
Arax Advisory Partners
Colorado
$721K +$89.1K +565 +14%
AF
3012
Apexium Financial
Texas
$718K +$718K +4,552 New
TIA
3013
Traphagen Investment Advisors
New Jersey
$717K +$315 +2 +0%
LFA
3014
Lighthouse Financial Advisors
Maryland
$715K +$715K +4,536 New
WR
3015
Watson Rebecca
$714K +$714K +4,526 New
SPP
3016
Single Point Partners
Massachusetts
$713K +$713K +4,676 New
SLF
3017
Sun Life Financial
Ontario, Canada
$710K -$275K -1,748 -28%
TVAMP
3018
Tennessee Valley Asset Management Partners
Tennessee
$706K +$19.4K +123 +3%
EMFAT
3019
Emerald Mutual Fund Advisers Trust
Pennsylvania
$701K
DSA
3020
Droms Strauss Advisors
Missouri
$699K +$219K +1,390 +46%
CPC
3021
Consolidated Planning Corp
Georgia
$698K +$698K +4,429 New
FPGK
3022
Financial Partners Group (Kansas)
Kansas
$697K +$19.2K +116 +3%
PPW
3023
Pasadena Private Wealth
California
$696K +$1.58K +10 +0.2%
DWA
3024
Dougherty Wealth Advisers
Minnesota
$695K
NPPM
3025
North Point Portfolio Managers
Ohio
$690K -$8.67K -55 -1%