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Microsoft

3,428 hedge funds and large institutions have $869B invested in Microsoft in 2019 Q4 according to their latest regulatory filings, with 418 funds opening new positions, 1,231 increasing their positions, 1,532 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,428
Holders Change
+305
Holders Change %
+9.77%
% of All Funds
67.69%
Holding in Top 10
1,723
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+8.03%
% of All Funds
34.02%
New
418
Increased
1,231
Reduced
1,532
Closed
65
Calls
$9.76B
Puts
$13.9B
Net Calls
-$4.18B
Net Calls Change
-$1.33B
Name Holding Trade Value Shares
Change
Shares
Change %
MIC
2001
MU Investments Company
Japan
$4.75M -$3.83M -24,100 -45%
WBG
2002
Wharton Business Group
Pennsylvania
$4.75M -$1.35M -8,535 -22%
RCM
2003
Ratan Capital Management
Florida
$4.73M -$5.19M -32,900 -52%
LA
2004
Lau Associates
Delaware
$4.73M -$41K -260 -0.9%
GIC
2005
Gantzert Investment Company
Illinois
$4.73M -$178K -1,130 -4%
LSC
2006
Lesa Sroufe & Co
Washington
$4.73M -$1.42K -9 -0%
NCM
2007
Northwest Capital Management
Oregon
$4.72M -$419K -2,658 -8%
BPA
2008
Beacon Pointe Advisors
California
$4.72M +$998K +6,327 +27%
AAM
2009
Ascension Asset Management
New York
$4.71M -$7.89K -50 -0.2%
TCM
2010
Telos Capital Management
California
$4.7M -$18.5K -117 -0.4%
BPWA
2011
Beacon Pointe Wealth Advisors
California
$4.69M +$344K +2,179 +8%
BCM
2012
Birch Capital Management
Texas
$4.69M +$4.69M +29,708 New
TA
2013
TFG Advisers
Michigan
$4.67M +$1.74K +11 +0%
EAM
2014
Eukles Asset Management
Ohio
$4.67M -$55K -349 -1%
ECM
2015
EagleClaw Capital Management
Massachusetts
$4.66M -$47.3K -300 -1%
CCM
2016
Corsair Capital Management
New York
$4.66M -$537K -3,402 -10%
NB
2017
Northwest Bancshares
Pennsylvania
$4.66M -$90.7K -575 -2%
BS
2018
Bessemer Securities
New York
$4.65M
GAM
2019
Grandview Asset Management
Pennsylvania
$4.65M -$205K -1,274 -4%
ARMC
2020
American Research & Management Company
Massachusetts
$4.64M -$39.4K -250 -0.8%
PCG
2021
Private Capital Group
Connecticut
$4.64M -$497K -3,154 -10%
Fuller & Thaler Asset Management
2022
Fuller & Thaler Asset Management
California
$4.64M +$727K +4,610 +19%
CFG
2023
Capstone Financial Group
Oklahoma
$4.63M +$4.63M +29,383 New
MFG
2024
MidWestOne Financial Group
Iowa
$4.63M +$175K +1,109 +4%
RMAM
2025
Raab & Moskowitz Asset Management
New Jersey
$4.63M +$4.73K +30 +0.1%