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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 %
TIP
1701
Torray Investment Partners
Maryland
$7.02M -$22.4M -142,135 -76%
CIP
1702
Convergence Investment Partners
Florida
$7.02M -$361K -2,288 -5%
RI
1703
Rudd International
Florida
$7M -$72.4K -459 -1%
BO
1704
BRR OpCo
Ohio
$6.97M -$132K -839 -2%
SMFG
1705
Sumitomo Mitsui Financial Group
Japan
$6.97M +$80.5K +510 +1%
TCCM
1706
Timber Creek Capital Management
Massachusetts
$6.96M +$3.15K +20 +0%
PI
1707
Parkside Investments
Illinois
$6.95M +$76.9K +488 +1%
OCM
1708
One Capital Management
California
$6.95M -$344K -2,180 -5%
BO
1709
Bank OZK
Arkansas
$6.95M +$35.3K +224 +0.5%
NP
1710
NorthRock Partners
Minnesota
$6.94M +$2.9M +18,365 +72%
MFS
1711
Mirabella Financial Services
United Kingdom
$6.94M +$6.94M +44,000 New
GDP
1712
Great Diamond Partners
Maine
$6.94M +$6.94M +44,002 New
AIA
1713
Angeles Investment Advisors
California
$6.92M +$2.38M +15,109 +53%
KJHP
1714
K.J. Harrison & Partners
Ontario, Canada
$6.91M +$1.57M +9,940 +29%
NL
1715
NVWM LLC
Pennsylvania
$6.9M -$491K -3,113 -7%
PRS
1716
Pinkerton Retirement Specialists
Idaho
$6.9M +$132K +838 +2%
FPFS
1717
First Personal Financial Services
North Carolina
$6.88M -$845K -5,357 -11%
AWM
1718
Avior Wealth Management
Nebraska
$6.88M +$511K +3,240 +8%
MWM
1719
Meridian Wealth Management
Kentucky
$6.88M +$262K +1,663 +4%
CHAM
1720
Clear Harbor Asset Management
Connecticut
$6.86M +$984K +6,239 +17%
BMCM
1721
Bryn Mawr Capital Management
Pennsylvania
$6.86M +$5.8M +36,800 +552%
SFM
1722
Signet Financial Management
New Jersey
$6.85M +$124K +785 +2%
CCWA
1723
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.85M +$899K +5,699 +15%
HC
1724
Hourglass Capital
Texas
$6.85M +$4.73K +30 +0.1%
SBIA
1725
Sheaff Brock Investment Advisors
Indiana
$6.85M -$203K -1,288 -3%