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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 %
EPWM
3201
Essex Private Wealth Management
Massachusetts
$398K +$398K +2,529 New
MFGP
3202
Marshall Financial Group (Pennsylvania)
Pennsylvania
$397K -$52K -330 -12%
CC
3203
Cypress Capital
Tennessee
$397K +$21.6K +137 +6%
SWM
3204
Southern Wealth Management
Texas
$396K +$396K +2,509 New
Harris Associates
3205
Harris Associates
Illinois
$394K
FIG
3206
FundX Investment Group
California
$390K +$155K +984 +66%
AWM
3207
Aprio Wealth Management
Georgia
$389K +$389K +2,467 New
AWCI
3208
Alpine Woods Capital Investors
New York
$388K -$1.1K -7 -0.3%
DPI
3209
Diversified Portfolios Inc
Michigan
$387K +$23.3K +148 +6%
GAM
3210
Garrison Asset Management
Arkansas
$386K -$2.37K -15 -0.6%
MIM
3211
Martin Investment Management
Florida
$384K +$83.5K +530 +28%
LP
3212
LGL Partners
Pennsylvania
$383K +$10.6K +67 +3%
HA
3213
HYA Advisors
Missouri
$383K +$383K +2,429 New
DP
3214
Denver PWM
Colorado
$382K -$5.78K -36 -1%
JWM
3215
Jupiter Wealth Management
Colorado
$382K
MA
3216
Modus Advisors
Minnesota
$380K +$380K +2,408 New
NIM
3217
NXG Investment Management
Texas
$378K +$378K +2,396 New
KLI
3218
Kelman-Lazarov Inc
Tennessee
$377K
BWM
3219
Biltmore Wealth Management
Arizona
$377K +$377K +2,389 New
CRIG
3220
Charter Research & Investment Group
Connecticut
$376K +$89.9K +570 +31%
PP
3221
PrairieView Partners
Minnesota
$373K +$473 +3 +0.1%
GAAM
3222
Guinness Atkinson Asset Management
California
$372K
PBF
3223
Petix & Botte Financial
California
$372K +$372K +2,357 New
GG
3224
Greenwood Gearhart
Arkansas
$370K +$1.26K +8 +0.3%
IWA
3225
Intercontinental Wealth Advisors
Texas
$369K -$284K -1,577 -43%