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Microsoft

2,782 hedge funds and large institutions have $516B invested in Microsoft in 2018 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,050 increasing their positions, 1,405 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+37
Holders Change %
+1.35%
% of All Funds
63.85%
Holding in Top 10
1,221
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.21%
% of All Funds
28.02%
New
150
Increased
1,050
Reduced
1,405
Closed
76
Calls
$4.8B
Puts
$6.87B
Net Calls
-$2.07B
Net Calls Change
+$389M
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
2426
Avidian Wealth Enterprises
Texas
$621K +$28.4K +311 +5%
ZAM
2427
Zevin Asset Management
Massachusetts
$614K -$91.3K -1,000 -13%
LC
2428
Landaas & Company
Wisconsin
$612K +$34.2K +375 +6%
TIM
2429
Tikehau Investment Management
France
$612K +$612K +6,708 New
DR
2430
Davis Rea
Ontario, Canada
$608K -$1.36M -14,936 -69%
MWM
2431
Mascoma Wealth Management
New Hampshire
$607K -$41.1K -450 -6%
FBFS
2432
First Business Financial Services
Wisconsin
$601K -$23.5K -257 -4%
BCA
2433
Bray Capital Advisors
Florida
$600K +$339K +3,710 +130%
LIA
2434
LBMC Investment Advisors
Tennessee
$597K -$7.48K -82 -1%
CA
2435
Cortland Associates
Missouri
$597K +$101K +1,107 +20%
FIM
2436
Fernwood Investment Management
Massachusetts
$596K -$7.67K -84 -1%
ACA
2437
Ackerman Capital Advisors
Texas
$594K +$342 +4 +0.1%
CBA
2438
Coastal Bridge Advisors
Connecticut
$591K -$95.4K -1,046 -14%
DIP
2439
DT Investment Partners
Pennsylvania
$587K +$155K +1,699 +36%
VIM
2440
Vista Investment Management
Pennsylvania
$586K +$36.5K +400 +7%
TCM
2441
TD Capital Management
Tennessee
$585K +$182 +2 +0%
FWCM
2442
First Western Capital Management
California
$584K -$6.66M -73,031 -92%
EIG
2443
Ellenbecker Investment Group
Wisconsin
$583K -$13.9K -152 -2%
IWA
2444
Intercontinental Wealth Advisors
Texas
$582K -$10.7K -117 -2%
NFG
2445
Nations Financial Group
Iowa
$579K +$30.6K +335 +6%
PAMG
2446
Patton Albertson Miller Group
Tennessee
$577K -$106K -1,161 -16%
AP
2447
Atwood & Palmer
Missouri
$577K
BFG
2448
Bouchey Financial Group
New York
$576K +$24.6K +269 +4%
AIA
2449
Affinity Investment Advisors
California
$575K
AWM
2450
AllSquare Wealth Management
New York
$570K +$2.92K +32 +0.5%