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Microsoft

2,842 hedge funds and large institutions have $643B invested in Microsoft in 2018 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 1,097 increasing their positions, 1,398 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,842
Holders Change
+32
Holders Change %
+1.14%
% of All Funds
65.08%
Holding in Top 10
1,374
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+6.59%
% of All Funds
31.46%
New
113
Increased
1,097
Reduced
1,398
Closed
58
Calls
$5.79B
Puts
$6.74B
Net Calls
-$949M
Net Calls Change
-$412M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
2001
Manchester Capital Management
Vermont
$2.64M -$82.1K -718 -3%
BIM
2002
Beach Investment Management
Pennsylvania
$2.64M +$126K +1,100 +5%
CMANY
2003
Capital Management Associates (New York)
New York
$2.64M +$292K +2,550 +12%
CIA
2004
Cascade Investment Advisors
Oregon
$2.64M -$70.3K -615 -3%
RFA
2005
Reilly Financial Advisors
California
$2.63M +$579K +5,066 +28%
HCM
2006
HMS Capital Management
Tennessee
$2.63M -$77.8K -680 -3%
GI
2007
GS Investments
Minnesota
$2.63M -$95.5K -835 -4%
PL
2008
Plancorp LLC
Missouri
$2.61M -$376K -3,287 -13%
FPCP
2009
Fort Point Capital Partners
California
$2.6M +$106K +923 +4%
CPO
2010
Cerity Partners OCIO
New York
$2.6M +$68.5K +599 +3%
FI
2011
FormulaFolio Investments
Michigan
$2.58M +$70.8K +619 +3%
FCFC
2012
First Commonwealth Financial Corp
Pennsylvania
$2.58M -$16K -140 -0.6%
CWS
2013
Cypress Wealth Services
California
$2.57M -$11.9K -104 -0.5%
NFC
2014
Northeast Financial Consultants
Connecticut
$2.56M +$1.2M +10,483 +88%
THWM
2015
Taylor Hoffman Wealth Management
Virginia
$2.56M +$99.2K +867 +4%
AWP
2016
Ascent Wealth Partners
New York
$2.56M -$158K -1,383 -6%
SA
2017
Sicart Associates
New York
$2.55M
WWM
2018
Wagner Wealth Management
South Carolina
$2.55M +$143K +1,246 +6%
PP
2019
Paloma Partners
Connecticut
$2.54M +$2.54M +22,249 New
ODCM
2020
Old Dominion Capital Management
Virginia
$2.54M +$1.53M +13,406 +152%
BCM
2021
BlueCrest Capital Management
Jersey
$2.53M +$1.26M +11,017 +99%
FWP
2022
FAS Wealth Partners
Kansas
$2.53M +$91.1K +797 +4%
SCG
2023
Sonata Capital Group
Washington
$2.53M +$15.3K +134 +0.6%
CA
2024
Crewe Advisors
Utah
$2.52M +$1.6M +14,000 +174%
VFPI
2025
Vantage Financial Partners (Illinois)
Illinois
$2.5M