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Microsoft

2,810 hedge funds and large institutions have $552B invested in Microsoft in 2018 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 1,156 increasing their positions, 1,320 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,810
Holders Change
+28
Holders Change %
+1.01%
% of All Funds
64.42%
Holding in Top 10
1,289
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+5.57%
% of All Funds
29.55%
New
104
Increased
1,156
Reduced
1,320
Closed
48
Calls
$5.22B
Puts
$5.75B
Net Calls
-$537M
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Shares
Change %
EHWM
2001
Eads & Heald Wealth Management
Georgia
$2.2M -$96.5K -978 -4%
PWM
2002
Perigon Wealth Management
California
$2.19M +$312K +3,167 +17%
LI
2003
Longer Investments
Arkansas
$2.18M -$74.5K -755 -3%
RMAM
2004
Raab & Moskowitz Asset Management
New Jersey
$2.17M -$32.8K -333 -1%
HCM
2005
HM Capital Management
Missouri
$2.17M +$43.5K +441 +2%
BIM
2006
Beach Investment Management
Pennsylvania
$2.17M
SCG
2007
Sonata Capital Group
Washington
$2.17M +$40K +406 +2%
FI
2008
FormulaFolio Investments
Michigan
$2.17M +$260K +2,635 +14%
FPCP
2009
Fort Point Capital Partners
California
$2.15M -$718K -7,277 -25%
VFPI
2010
Vantage Financial Partners (Illinois)
Illinois
$2.15M -$168K -1,700 -7%
WCM
2011
Wunderlich Capital Managemnt
Tennessee
$2.15M -$31.2K -316 -1%
PGWM
2012
Parisi Gray Wealth Management
New Jersey
$2.14M +$170K +1,678 +9%
WIP
2013
Wellesley Investment Partners
Massachusetts
$2.13M +$17.8K +181 +0.8%
PH
2014
Pinnacle Holdings
Oklahoma
$2.13M -$38.1K -386 -2%
EML
2015
Eos Management LP
New York
$2.13M
THWM
2016
Taylor Hoffman Wealth Management
Virginia
$2.12M +$92.3K +936 +5%
CPO
2017
Cerity Partners OCIO
New York
$2.12M +$26.8K +280 +1%
FA
2018
FCG Advisors
New Jersey
$2.11M -$367K -3,721 -15%
FWP
2019
FAS Wealth Partners
Kansas
$2.1M +$29.5K +299 +1%
AWM
2020
Aevitas Wealth Management
Massachusetts
$2.1M +$408K +4,139 +24%
PAA
2021
Peregrine Asset Advisers
Oregon
$2.1M +$155K +1,570 +8%
GLI
2022
Guardian Life Insurance
New York
$2.09M +$342K +3,466 +20%
CIC
2023
Cornercap Investment Counsel
Georgia
$2.09M -$304K -3,083 -13%
PC
2024
Palo Capital
California
$2.09M +$84.3K +855 +4%
PWPS
2025
Pinnacle Wealth Planning Services
Ohio
$2.08M -$7.59K -77 -0.4%