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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 %
VCM
2001
Versant Capital Management
Arizona
$3.23M +$15.9K +135 +0.5%
ACM
2002
Alpha Capital Management
Texas
$3.22M -$76K -644 -2%
MIC
2003
Meridian Investment Counsel
California
$3.21M
CIP
2004
Capital Insight Partners
Arizona
$3.21M -$33K -280 -1%
CPA
2005
Clear Perspective Advisors
Illinois
$3.21M +$676K +5,605 +27%
GI
2006
GS Investments
Minnesota
$3.19M -$2.95K -25 -0.1%
BHA
2007
Beech Hill Advisors
New York
$3.19M +$3.19M +27,080 New
AIC
2008
Ameritas Investment Company
Nebraska
$3.19M +$3.19M +27,064 New
IIA
2009
IPG Investment Advisors
California
$3.19M -$1.42K -12 -0%
S
2010
SimplyRich
California
$3.17M +$2.6K +22 +0.1%
OAM
2011
Occidental Asset Management
California
$3.17M +$167K +1,416 +6%
WWM
2012
Windsor Wealth Management
Indiana
$3.16M +$192K +1,624 +6%
AIM
2013
AMI Investment Management
Indiana
$3.16M
WA1
2014
Wimmer Associates 1
California
$3.15M -$354 -3 -0%
NFG
2015
Nadler Financial Group
Illinois
$3.14M -$117K -990 -4%
JDR
2016
Jay D. Rosenbaum
$3.13M -$10K -85 -0.3%
LCM
2017
Laurion Capital Management
New York
$3.13M +$3.13M +26,513 New
AIM
2018
Aspen Investment Management
Michigan
$3.13M -$12.6K -107 -0.4%
SCM
2019
Southport Capital Management
Tennessee
$3.12M -$15.2K -129 -0.5%
DMC
2020
Drexel Morgan & Co
Pennsylvania
$3.11M +$51.5K +437 +2%
HCA
2021
Harbour Capital Advisors
Virginia
$3.1M -$8.85K -75 -0.3%
FI
2022
Fosun International
China
$3.08M -$2.65M -22,623 -46%
NPP
2023
New Potomac Partners
Maryland
$3.08M -$213K -1,810 -6%
CIA
2024
CSat Investment Advisory
Michigan
$3.08M -$101K -855 -3%
LAIC
2025
Lederer & Associates Investment Counsel
California
$3.07M -$622K -5,274 -17%