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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 %
JSL
2026
JT Stratford LLC
Georgia
$3.69M +$373K +2,684 +11%
SSA
2027
South Street Advisors
New York
$3.68M -$9.73K -70 -0.3%
IIA
2028
IPG Investment Advisors
California
$3.67M +$15.3K +110 +0.4%
WWM
2029
Windsor Wealth Management
Indiana
$3.67M -$280K -2,082 -7%
PWA
2030
Providence Wealth Advisors
Illinois
$3.67M -$9.18K -66 -0.2%
VCM
2031
Versant Capital Management
Arizona
$3.66M +$14.2K +102 +0.4%
UCMOK
2032
United Capital Management of KS
Kansas
$3.66M +$60.1K +438 +2%
BP
2033
BBR Partners
New York
$3.65M -$142K -1,018 -4%
PWPS
2034
Pinnacle Wealth Planning Services
Ohio
$3.65M +$858K +6,168 +31%
RA
2035
RFG Advisory
Alabama
$3.63M +$129K +929 +4%
NFG
2036
Nations Financial Group
Iowa
$3.62M +$2.22M +15,469 +158%
WA1
2037
Wimmer Associates 1
California
$3.6M -$13.6K -98 -0.4%
CCM
2038
Cox Capital Management
Massachusetts
$3.6M -$543K -3,908 -13%
Qube Research & Technologies (QRT)
2039
Qube Research & Technologies (QRT)
United Kingdom
$3.6M -$12.7M -91,323 -78%
CSM
2040
CAMG Solamere Management
North Carolina
$3.59M -$1.56M -11,228 -30%
JDR
2041
Jay D. Rosenbaum
$3.58M -$41.7K -300 -1%
AIC
2042
Ameritas Investment Company
Nebraska
$3.57M +$1.26M +8,962 +54%
AIM
2043
Aspen Investment Management
Michigan
$3.57M -$79K -568 -2%
NP
2044
NorthRock Partners
Minnesota
$3.57M +$1.82M +13,118 +105%
CPA
2045
Clear Perspective Advisors
Illinois
$3.56M +$4.17K +30 +0.1%
FIM
2046
Fruth Investment Management
Texas
$3.55M -$13.9K -100 -0.4%
MCM
2047
Marathon Capital Management
Maryland
$3.55M -$161K -1,159 -4%
KCM
2048
Karp Capital Management
California
$3.55M +$5.56K +40 +0.2%
TPWA
2049
TRUE Private Wealth Advisors
Oregon
$3.54M +$99.3K +714 +3%
DBRC
2050
D.B. Root & Company
Pennsylvania
$3.54M -$747K -5,372 -17%