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Microsoft

5,682 hedge funds and large institutions have $1.97T invested in Microsoft in 2025 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 2,596 increasing their positions, 2,582 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,682
Holders Change
-103
Holders Change %
-1.78%
% of All Funds
77.17%
Holding in Top 10
2,795
Holding in Top 10 Change
-220
Holding in Top 10 Change %
-7.3%
% of All Funds
37.96%
New
163
Increased
2,596
Reduced
2,582
Closed
164
Calls
$34.2B
Puts
$34.1B
Net Calls
+$127M
Net Calls Change
+$1.11B
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
2551
Socorro Asset Management
Texas
$8.42M +$1.93M +5,134 +30%
ST
2552
Sentinel Trust
Texas
$8.41M -$401K -1,067 -5%
PSB
2553
Piscataqua Savings Bank
New Hampshire
$8.39M -$102K -273 -1%
BCM
2554
Blume Capital Management
California
$8.39M -$22.5K -60 -0.3%
MLIC
2555
Mandatum Life Insurance Company
Finland
$8.38M +$484K +1,290 +6%
BIP
2556
Bouvel Investment Partners
Pennsylvania
$8.38M -$145K -336 -2%
ICM
2557
IMS Capital Management
Oregon
$8.37M -$7.51K -20 -0.1%
WW
2558
Windle Wealth
Oklahoma
$8.37M +$390K +1,038 +5%
TLP
2559
Trinity Legacy Partners
Texas
$8.36M +$428K +953 +5%
CWG
2560
Crown Wealth Group
North Carolina
$8.36M -$34.2K -91 -0.4%
MPWS
2561
McCarter Private Wealth Services
Massachusetts
$8.35M -$91.2K -243 -1%
MMM
2562
Mendel Money Management
Illinois
$8.35M +$28.9K +77 +0.3%
SIM
2563
Studio Investment Management
Illinois
$8.35M -$31.5K -84 -0.4%
BCG
2564
Breakwater Capital Group
New Jersey
$8.35M +$1.33M +3,536 +19%
WFI
2565
West Family Investments
California
$8.34M +$195K +519 +2%
LFP
2566
Lakeshore Financial Planning
Michigan
$8.33M +$174K +463 +2%
AWC
2567
Abundance Wealth Counselors
Pennsylvania
$8.31M +$311K +822 +4%
PFSC
2568
Peoples Financial Services Corp
Pennsylvania
$8.28M -$518K -1,380 -6%
GSWM
2569
Golden State Wealth Management
California
$8.27M +$80.3K +214 +1%
FWM
2570
Forefront Wealth Management
Pennsylvania
$8.27M -$40.5K -108 -0.5%
3IP
2571
3Chopt Investment Partners
Virginia
$8.26M +$2.31M +6,146 +39%
AFG
2572
Allegheny Financial Group
Pennsylvania
$8.26M +$569K +1,517 +7%
RAM
2573
RedJay Asset Management
Ontario, Canada
$8.26M +$8.26M +22,000 New
PP
2574
Prospector Partners
Connecticut
$8.25M -$66.1K -176 -0.8%
RFA
2575
Resurgent Financial Advisors
Georgia
$8.24M +$50.7K +135 +0.6%