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Microsoft

2,479 hedge funds and large institutions have $426B invested in Microsoft in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 963 increasing their positions, 1,192 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,479
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
61.9%
Holding in Top 10
975
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+4.17%
% of All Funds
24.34%
New
92
Increased
963
Reduced
1,192
Closed
55
Calls
$4.1B
Puts
$4.77B
Net Calls
-$675M
Net Calls Change
-$285M
Name Holding Trade Value Shares
Change
Shares
Change %
BCP
2026
Berkeley Capital Partners
Georgia
$958K -$11.2K -151 -1%
SIC
2027
Schwartz Investment Counsel
Michigan
$957K -$14.9K -200 -2%
HHGA
2028
Halbert Hargrove Global Advisors
California
$951K -$38.9K -522 -4%
FIAS
2029
FinTrust Investment Advisory Services
South Carolina
$946K +$946K +12,694 New
FC
2030
Fayerweather Charles
$945K -$27.9K -375 -3%
SAA
2031
Southeast Asset Advisors
Georgia
$939K +$30.8K +414 +3%
WCM
2032
Windward Capital Management
California
$937K +$49.9K +669 +6%
GLA
2033
Good Life Advisors
Pennsylvania
$936K +$36K +471 +4%
RVPG
2034
Relative Value Partners Group
$933K
RC
2035
Reik & Co
New York
$930K +$46.2K +620 +5%
GC
2036
Gilbert & Cook
Iowa
$929K -$821K -11,027 -47%
BIG
2037
Bellwether Investment Group
Tennessee
$924K +$1.27K +17 +0.1%
Kayne Anderson Rudnick Investment Management
2038
Kayne Anderson Rudnick Investment Management
California
$917K +$32.6K +438 +4%
WA
2039
Wealth Architects
California
$909K -$37K -496 -4%
FCFS
2040
First Command Financial Services
Texas
$907K -$127K -1,702 -12%
FCB
2041
First Command Bank
Texas
$907K -$127K -1,702 -12%
CWM
2042
Connecticut Wealth Management
Connecticut
$907K -$44.7K -585 -5%
MCWS
2043
McKinley Carter Wealth Services
West Virginia
$901K -$5.66K -76 -0.6%
JFGLC
2044
Johnson Financial Group LLC (Colorado)
Colorado
$901K +$49.2K +661 +6%
SC
2045
Schulhoff & Co
Ohio
$900K +$9.31K +125 +1%
VHAM
2046
Van Hulzen Asset Management
California
$890K +$367K +4,926 +70%
SAM
2047
Summit Asset Management
Tennessee
$888K +$89.9K +1,206 +11%
OIA
2048
OneDigital Investment Advisors
Kansas
$882K -$216K -2,894 -20%
OFW
2049
Omnia Family Wealth
Florida
$881K -$60.6K -813 -6%
OA
2050
Outfitter Advisors
Virginia
$881K -$22.3K -300 -2%