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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 %
APTFM
1951
AGUR Provident & Training Funds Management
Israel
$5.06M -$1.02M -6,460 -17%
LOPW
1952
Live Oak Private Wealth
North Carolina
$5.05M +$5.05M +32,028 New
RCP
1953
Rothschild Capital Partners
New York
$5.05M +$1.12M +7,127 +29%
SB
1954
Strategic Blueprint
Georgia
$5.05M -$141K -893 -3%
LCH
1955
Lee Capital Holdings
New York
$5.05M
DTC
1956
Davidson Trust Company
Washington
$5.04M +$5.04M +32,010 New
SFSIG
1957
San Francisco Sentry Investment Group
California
$5.03M -$337K -2,135 -6%
BCM
1958
Brown Capital Management
Maryland
$5.03M -$82.2K -521 -2%
IWP
1959
Icon Wealth Partners
Texas
$5.03M +$210K +1,329 +4%
CCM
1960
Copeland Capital Management
Pennsylvania
$5.02M -$27.8K -176 -0.5%
JPMIA
1961
J.P. Marvel Investment Advisors
Massachusetts
$5.02M +$5.02M +31,804 New
RBFC
1962
Roman Butler Fullerton & Co
Missouri
$5.01M -$37.7K -239 -0.7%
AIM
1963
Acropolis Investment Management
Missouri
$5.01M -$24K -152 -0.5%
CAM
1964
Chesapeake Asset Management
New York
$5.01M
BCA
1965
Bray Capital Advisors
Florida
$5.01M -$62.1K -394 -1%
LBA
1966
Lowell Blake & Associates
Massachusetts
$5.01M +$5.01M +31,742 New
MCM
1967
Manchester Capital Management
Vermont
$5M +$181K +1,150 +4%
WG
1968
Watchman Group
Texas
$4.98M +$4.98M +31,605 New
LHC
1969
Little House Capital
Massachusetts
$4.98M -$339K -2,149 -6%
IFAM
1970
Institutional & Family Asset Management
Colorado
$4.97M -$607K -3,848 -11%
HCM
1971
Highlander Capital Management
New Jersey
$4.97M +$47.3K +300 +1%
RAM
1972
Roanoke Asset Management
New Jersey
$4.97M -$1.16M -7,374 -19%
PMFA
1973
Plante Moran Financial Advisors
Michigan
$4.96M +$110K +695 +2%
PWSG
1974
Pacific Wealth Strategies Group
California
$4.96M -$358K -2,269 -7%
HWA
1975
Heritage Way Advisors
Illinois
$4.95M +$3.31K +21 +0.1%