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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 %
MCP
2076
Martin Capital Partners
Oregon
$4.35M -$564K -3,576 -11%
CRCM
2077
Crystal Rock Capital Management
Illinois
$4.35M
BWM
2078
BerganKDV Wealth Management
Minnesota
$4.34M -$64.7K -410 -1%
SG
2079
Somerset Group
Minnesota
$4.31M -$129K -820 -3%
PL
2080
Plancorp LLC
Missouri
$4.3M +$103K +650 +2%
PV
2081
Private Vista
Illinois
$4.29M -$47.3K -300 -1%
MIC
2082
Meridian Investment Counsel
California
$4.29M
OAM
2083
Occidental Asset Management
California
$4.28M -$2.21K -14 -0.1%
CAAS
2084
Capital Asset Advisory Services
Michigan
$4.28M +$3.78M +20,504 +765%
EWM
2085
Endurance Wealth Management
Rhode Island
$4.27M +$515K +3,264 +14%
SCM
2086
Stevens Capital Management
Pennsylvania
$4.26M -$4.57M -29,008 -52%
BCWM
2087
Blue Chip Wealth Management
Florida
$4.26M +$24.1K +153 +0.6%
GIM
2088
Guardian Investment Management
California
$4.26M
LWMM
2089
Legacy Wealth Management (Mississippi)
Mississippi
$4.25M +$4.25M +26,965 New
HA
2090
Hamel Associates
New Jersey
$4.24M -$42.6K -270 -1%
IRAG
2091
Investment Research & Advisory Group
Georgia
$4.23M +$4.23M +26,841 New
S
2092
SimplyRich
California
$4.23M
JDR
2093
Jay D. Rosenbaum
$4.23M +$165K +1,045 +4%
AFP
2094
Ausdal Financial Partners
Iowa
$4.22M +$268K +1,595 +7%
CST
2095
Charles Schwab Trust
Nevada
$4.22M +$1.48M +9,411 +54%
PCS
2096
Personal CFO Solutions
New Jersey
$4.18M -$260K -1,637 -6%
PP
2097
PagnatoKarp Partners
Virginia
$4.17M -$52.5K -333 -1%
Qube Research & Technologies (QRT)
2098
Qube Research & Technologies (QRT)
United Kingdom
$4.17M +$93.5K +593 +2%
CAIMH
2099
Central Asset Investments & Management Holdings
Hong Kong
$4.17M +$742K +4,708 +22%
PHIMC
2100
Private Harbour Investment Management & Counsel
Ohio
$4.17M -$202K -1,280 -5%