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Microsoft

3,085 hedge funds and large institutions have $567B invested in Microsoft in 2018 Q4 according to their latest regulatory filings, with 364 funds opening new positions, 1,204 increasing their positions, 1,327 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,085
Holders Change
+243
Holders Change %
+8.55%
% of All Funds
68.85%
Holding in Top 10
1,459
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+6.19%
% of All Funds
32.56%
New
364
Increased
1,204
Reduced
1,327
Closed
94
Calls
$5.99B
Puts
$7.21B
Net Calls
-$1.22B
Net Calls Change
-$272M
Name Holding Trade Value Shares
Change
Shares
Change %
WA1
2026
Wimmer Associates 1
California
$2.71M +$12.5K +123 +0.5%
JDR
2027
Jay D. Rosenbaum
$2.71M -$106K -1,040 -4%
ATC
2028
Adirondack Trust Company
New York
$2.71M +$52.3K +515 +2%
AIM
2029
Aspen Investment Management
Michigan
$2.7M -$53.3K -525 -2%
AWP
2030
Ascent Wealth Partners
New York
$2.7M +$431K +4,244 +19%
SCM
2031
Southport Capital Management
Tennessee
$2.7M +$1.15M +11,360 +75%
S
2032
SimplyRich
California
$2.69M -$37.7K -376 -1%
GAM
2033
Grandview Asset Management
Pennsylvania
$2.69M +$2.69M +26,507 New
HCA
2034
Harbour Capital Advisors
Virginia
$2.68M -$139K -1,365 -5%
HCM
2035
HMS Capital Management
Tennessee
$2.67M +$330K +3,244 +14%
FCA
2036
FinTrust Capital Advisors
South Carolina
$2.65M +$2.65M +26,109 New
JCM
2037
Jacobi Capital Management
Pennsylvania
$2.65M +$159K +1,568 +6%
DMC
2038
Drexel Morgan & Co
Pennsylvania
$2.63M +$74.3K +731 +3%
NC
2039
Northpointe Capital
Michigan
$2.63M -$55.9K -550 -2%
BIA
2040
Bigelow Investment Advisors
Maine
$2.63M
CIM
2041
CIM Investment Management
Pennsylvania
$2.62M -$579K -5,704 -18%
EAM
2042
Evanson Asset Management
California
$2.62M +$203K +2,001 +8%
BCWM
2043
Blue Chip Wealth Management
Florida
$2.59M -$249K -2,455 -9%
PV
2044
Private Vista
Illinois
$2.59M -$95.8K -943 -4%
AB
2045
AT Bancorp
Iowa
$2.59M +$546K +5,376 +27%
FI
2046
FormulaFolio Investments
Michigan
$2.58M
OAM
2047
Occidental Asset Management
California
$2.58M +$60K +591 +2%
PBT
2048
Pictet Bank & Trust
Bahamas
$2.58M +$93.5K +920 +4%
WCM
2049
Windward Capital Management
California
$2.58M +$113K +1,114 +5%
EWM
2050
Endurance Wealth Management
Rhode Island
$2.57M +$18.4K +181 +0.7%