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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 %
UWPG
3226
Ullmann Wealth Partners Group
Florida
$367K
P
3227
&Partners
Tennessee
$367K +$158 +1 +0%
5L
3228
55I LLC
Massachusetts
$363K +$13.3K +84 +4%
DSN
3229
D. Scott Neal
Kentucky
$363K +$86.1K +546 +31%
TFA
3230
Tobias Financial Advisors
Florida
$360K +$360K +2,284 New
FPIS
3231
Financial Planning & Information Services
Wisconsin
$358K
BWM
3232
Brickley Wealth Management
California
$358K +$4.74K +30 +1%
LLL
3233
Lynrock Lake LP
New York
$357K
FWCM
3234
First Western Capital Management
California
$357K +$29.8K +189 +9%
AFG
3235
Affinia Financial Group
Massachusetts
$356K +$356K +2,260 New
AMG
3236
Advisors Management Group
Wisconsin
$355K +$9.77K +62 +3%
EW
3237
Element Wealth
Mississippi
$355K +$355K +2,252 New
HCM
3238
Howard Capital Management
Georgia
$354K -$136K -1,149 -28%
HCM
3239
Hudson Capital Management
New Jersey
$352K -$39.9K -253 -10%
CMA
3240
Cedar Mountain Advisors
Oregon
$350K +$350K +2,221 New
SCM
3241
Shapiro Capital Management
Georgia
$349K +$315 +2 +0.1%
NIM
3242
NuWave Investment Management
New Jersey
$348K -$342K -2,169 -50%
PFM
3243
Peak Financial Management
Massachusetts
$348K +$316 +2 +0.1%
TIM
3244
Triad Investment Management
California
$347K
FCT
3245
Family Capital Trust
Massachusetts
$347K
PWP
3246
Personal Wealth Partners
Minnesota
$345K
AFIA
3247
America First Investment Advisors
Nebraska
$341K -$10.7K -68 -3%
WWM
3248
WJ Wealth Management
Arizona
$340K +$340K +2,155 New
MCMT
3249
Moon Capital Management (Tennessee)
Tennessee
$340K +$11.4K +72 +3%
MAG
3250
Mayfair Advisory Group
Alabama
$339K +$339K +2,151 New