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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 %
LC
2026
Lourd Capital
California
$3.06M -$699K -5,923 -19%
FIM
2027
Fruth Investment Management
Texas
$3.05M -$150K -1,275 -5%
PIM
2028
Platinum Investment Management
Australia
$3.05M +$311K +2,635 +11%
RFA
2029
Reilly Financial Advisors
California
$3.04M +$120K +1,021 +4%
HI
2030
Human Investing
Oregon
$3.04M -$129K -1,094 -4%
BCWM
2031
Blue Chip Wealth Management
Florida
$3.03M +$20.2K +171 +0.7%
CWS
2032
Cypress Wealth Services
California
$3.03M +$427K +3,617 +16%
PL
2033
Plancorp LLC
Missouri
$3.02M +$330K +2,801 +12%
PV
2034
Private Vista
Illinois
$3.02M +$11.6K +98 +0.4%
IWC
2035
Integrated Wealth Concepts
Massachusetts
$3.02M +$603K +5,111 +25%
SIM
2036
Stratos Investment Management
Ohio
$3.02M +$3.02M +25,563 New
SSA
2037
South Street Advisors
New York
$3M +$581K +4,930 +24%
TPA
2038
Trivium Point Advisory
Connecticut
$3M +$248K +2,100 +9%
VSWA
2039
Vontobel Swiss Wealth Advisors
Switzerland
$2.99M +$2.99M +25,712 New
FCA
2040
FinTrust Capital Advisors
South Carolina
$2.98M -$95.9K -813 -3%
CG
2041
Cutler Group
California
$2.98M -$24.8M -210,201 -89%
CCG
2042
Ceeto Capital Group
Florida
$2.97M
AIM
2043
ARGA Investment Management
Connecticut
$2.97M
LSPW
2044
Lake Street Private Wealth
Illinois
$2.97M +$2.97M +25,162 New
WP
2045
WealthSource Partners
California
$2.97M +$1.16M +9,852 +64%
WCM
2046
Windward Capital Management
California
$2.97M -$25.2K -214 -0.8%
CWG
2047
Cornerstone Wealth Group
North Carolina
$2.96M +$2.96M +25,135 New
CMI
2048
Cider Mill Investments
Connecticut
$2.96M -$12.4M -105,400 -81%
EWM
2049
Endurance Wealth Management
Rhode Island
$2.96M -$26.5K -225 -0.9%
TC
2050
Truvestments Capital
Florida
$2.95M +$2.95M +25,046 New