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Microsoft

3,111 hedge funds and large institutions have $662B invested in Microsoft in 2019 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 1,339 increasing their positions, 1,384 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,111
Holders Change
+26
Holders Change %
+0.84%
% of All Funds
67.44%
Holding in Top 10
1,495
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+2.47%
% of All Funds
32.41%
New
169
Increased
1,339
Reduced
1,384
Closed
100
Calls
$6.3B
Puts
$7.26B
Net Calls
-$964M
Net Calls Change
+$256M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
1976
Legacy Advisors
Pennsylvania
$3.34M +$1.88M +15,913 +128%
AWM
1977
Affinity Wealth Management
Delaware
$3.34M -$25.8K -219 -0.8%
SG
1978
Somerset Group
Minnesota
$3.33M +$7.31K +62 +0.2%
RBFC
1979
Roman Butler Fullerton & Co
Missouri
$3.33M +$190K +1,613 +6%
PHIMC
1980
Private Harbour Investment Management & Counsel
Ohio
$3.33M -$133K -1,125 -4%
SIG
1981
Sargent Investment Group
Maryland
$3.32M -$138K -1,170 -4%
KC
1982
Knuff & Co
California
$3.32M +$171K +1,450 +5%
IA
1983
IFP Advisors
Florida
$3.32M -$10.9M -92,345 -77%
MCM
1984
Marathon Capital Management
Maryland
$3.32M -$162K -1,373 -5%
BIM
1985
Barton Investment Management
Pennsylvania
$3.32M +$10.6K +90 +0.3%
EWG
1986
Executive Wealth Group
Washington
$3.3M +$5.43K +46 +0.2%
MGIA
1987
Moneta Group Investment Advisors
Missouri
$3.29M -$95.5K -810 -3%
IWP
1988
Icon Wealth Partners
Texas
$3.29M +$94K +797 +3%
HCM
1989
Hengehold Capital Management
Ohio
$3.29M +$96K +814 +3%
HA
1990
Hamel Associates
New Jersey
$3.28M -$271K -2,300 -8%
CC
1991
Cognios Capital
Kansas
$3.28M -$738K -6,260 -18%
KF
1992
Krilogy Financial
Missouri
$3.28M +$2.08M +17,606 +173%
VHAM
1993
Van Hulzen Asset Management
California
$3.27M -$83.8K -711 -2%
BSB
1994
Bangor Savings Bank
Maine
$3.26M +$1.37M +11,587 +72%
MVA
1995
Mount Vernon Associates
Maryland
$3.26M -$41.5K -352 -1%
RWM
1996
RBA Wealth Management
California
$3.26M +$3.26M +27,102 New
CRCM
1997
Crystal Rock Capital Management
Illinois
$3.25M
SCP
1998
Stamos Capital Partners
California
$3.24M -$2.3M -20,400 -41%
PWA
1999
Providence Wealth Advisors
Illinois
$3.24M -$27.3K -230 -0.8%
GIM
2000
Guardian Investment Management
California
$3.24M -$394K -3,340 -11%