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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 %
SIS
3101
Sound Income Strategies
Florida
$564K +$41.8K +265 +8%
IFO
3102
Independent Family Office
New York
$563K +$563K +3,570 New
TFF
3103
The Family Firm
Maryland
$561K -$35.2K -223 -6%
APC
3104
Aspire Private Capital
North Carolina
$559K +$946 +6 +0.2%
AMG
3105
Asset Management Group
Connecticut
$559K +$33.3K +211 +6%
Holocene Advisors
3106
Holocene Advisors
New York
$558K -$2.21M -14,024 -80%
LFG
3107
Larson Financial Group
Missouri
$558K -$47.5K -301 -8%
MFT
3108
Moisand Fitzgerald Tamayo
Florida
$557K -$4.42K -28 -0.8%
NEIRG
3109
New England Investment & Retirement Group
Massachusetts
$556K +$227K +1,442 +69%
KFA
3110
Krane Funds Advisors
New York
$554K -$52K -330 -9%
BZWA
3111
Blue Zone Wealth Advisors
California
$550K +$550K +3,488 New
TAM
3112
Trust Asset Management
Texas
$549K -$47.9K -304 -8%
PA
3113
Prism Advisors
California
$547K -$15.8K -100 -3%
MAWCM
3114
Mine & Arao Wealth Creation & Management
California
$545K +$545K +3,454 New
AWM
3115
Apollon Wealth Management
South Carolina
$543K +$5.23K +32 +1%
FSG
3116
Financial Strategies Group
Michigan
$542K +$542K +3,435 New
EWF
3117
Epstein & White Financial
California
$540K +$75.6K +481 +16%
CIA
3118
Compass Ion Advisors
Pennsylvania
$540K +$540K +3,422 New
KFS
3119
Kelly Financial Services
Massachusetts
$539K +$1.89K +12 +0.4%
RPG
3120
Resource Planning Group
Georgia
$539K
SGCA
3121
Steel Grove Capital Advisors
Tennessee
$538K +$92.3K +585 +21%
CCM
3122
Cadence Capital Management
Massachusetts
$535K -$4.42K -28 -0.8%
ACM
3123
Ategra Capital Management
Virginia
$534K
CAM
3124
Crestone Asset Management
Colorado
$531K -$3.95K -25 -0.7%
AH
3125
Allen Holding
New York
$527K