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Microsoft

2,842 hedge funds and large institutions have $643B invested in Microsoft in 2018 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 1,097 increasing their positions, 1,398 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,842
Holders Change
+32
Holders Change %
+1.14%
% of All Funds
65.08%
Holding in Top 10
1,374
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+6.59%
% of All Funds
31.46%
New
113
Increased
1,097
Reduced
1,398
Closed
58
Calls
$5.79B
Puts
$6.74B
Net Calls
-$949M
Net Calls Change
-$412M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
2201
Integrated Wealth Concepts
Massachusetts
$1.71M -$59.8K -517 -3%
SFWA
2202
Summit Financial Wealth Advisors
Louisiana
$1.71M -$104K -967 -6%
Kovitz Investment Group Partners
2203
Kovitz Investment Group Partners
Illinois
$1.71M -$256K -2,240 -13%
MYIA
2204
Mount Yale Investment Advisors
Colorado
$1.71M -$41.8K -373 -2%
SP
2205
Successful Portfolios
Florida
$1.7M +$19.3K +169 +1%
CWA
2206
Cypress Wealth Advisors
California
$1.69M
TNAM
2207
Terra Nova Asset Management
New York
$1.68M -$497K -4,343 -23%
TA
2208
Trellis Advisors
Washington
$1.67M -$65.8K -575 -4%
MSA
2209
Marino Stram & Associates
Massachusetts
$1.67M +$32.4K +283 +2%
NVIM
2210
New Vernon Investment Management
Illinois
$1.66M +$720K +6,300 +76%
RC
2211
Reik & Co
New York
$1.66M
WA
2212
WealthTrust-Arizona
Arizona
$1.66M -$15.8K -138 -0.9%
ANTB
2213
AMG National Trust Bank
Colorado
$1.66M -$116K -1,010 -7%
MSS
2214
Mitchell Sinkler & Starr
Pennsylvania
$1.66M +$25.2K +220 +2%
CH
2215
Canton Hathaway
Rhode Island
$1.66M +$1.66M +14,493 New
ACA
2216
Atlas Capital Advisors
Wyoming
$1.66M -$19.5K -169 -1%
SSW
2217
Smith Shellnut Wilson
Mississippi
$1.65M +$1.65M +14,466 New
SBWM
2218
Sunflower Bank Wealth Management
Arizona
$1.65M
CAG
2219
Csenge Advisory Group
Florida
$1.65M -$974K -9,283 -37%
FC
2220
Financial Consulate
Maryland
$1.64M +$114 +1 +0%
VRM
2221
Vectors Research Management
New York
$1.64M +$1.64M +16,370 New
BCM
2222
Brookstone Capital Management
Illinois
$1.63M +$141K +1,232 +9%
AF
2223
Affiance Financial
Minnesota
$1.63M -$15.1K -132 -0.9%
KTC
2224
Kistler-Tiffany Companies
Pennsylvania
$1.63M +$4.8K +42 +0.3%
CA
2225
Cornerstone Advisory
Maryland
$1.62M +$244K +2,131 +18%