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Microsoft

3,123 hedge funds and large institutions have $775B invested in Microsoft in 2019 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 1,290 increasing their positions, 1,505 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,123
Holders Change
+6
Holders Change %
+0.19%
% of All Funds
68.59%
Holding in Top 10
1,595
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+2.24%
% of All Funds
35.03%
New
91
Increased
1,290
Reduced
1,505
Closed
61
Calls
$8.45B
Puts
$11.3B
Net Calls
-$2.85B
Net Calls Change
-$2.27B
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
2001
Alpha Capital Management
Texas
$3.82M +$31K +223 +0.8%
IMC Chicago
2002
IMC Chicago
Illinois
$3.8M +$784K +5,640 +26%
GCC
2003
Game Creek Capital
Massachusetts
$3.79M -$104K -750 -3%
MIC
2004
Meridian Investment Counsel
California
$3.78M
OAM
2005
Occidental Asset Management
California
$3.78M -$5.98K -43 -0.2%
CA
2006
Calton & Associates
Florida
$3.78M +$481K +3,463 +15%
HA
2007
Hamel Associates
New Jersey
$3.77M -$118K -850 -3%
SIAP
2008
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.77M -$185K -1,334 -5%
RHAM
2009
Round Hill Asset Management
California
$3.77M -$45.9K -330 -1%
DC
2010
DeDora Capital
California
$3.77M -$147K -1,058 -4%
AWM
2011
Affinity Wealth Management
Delaware
$3.77M -$79.2K -570 -2%
BSB
2012
Bangor Savings Bank
Maine
$3.76M +$239K +1,720 +7%
FI
2013
Fosun International
China
$3.76M +$143K +1,035 +4%
GIM
2014
Guardian Investment Management
California
$3.75M
SBL
2015
Sargent Bickham Lagudis
Colorado
$3.74M +$434K +3,118 +13%
BCWM
2016
Blue Chip Wealth Management
Florida
$3.74M +$41.4K +298 +1%
PP
2017
PagnatoKarp Partners
Virginia
$3.73M +$535K +3,850 +17%
NFG
2018
Nadler Financial Group
Illinois
$3.72M +$45K +324 +1%
RA
2019
Rational Advisors
New York
$3.72M -$5.61M -40,326 -60%
ATC
2020
Adirondack Trust Company
New York
$3.71M -$12.9K -93 -0.3%
RCA
2021
Ranch Capital Advisors
Florida
$3.71M +$3.71M +26,680 New
MVA
2022
Mount Vernon Associates
Maryland
$3.71M -$118K -850 -3%
PL
2023
Plancorp LLC
Missouri
$3.7M +$81.9K +589 +2%
BC
2024
Burleson & Co
California
$3.7M +$1.24M +9,046 +50%
S
2025
SimplyRich
California
$3.7M