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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 %
WMP
2576
Wealth Management Partners
Arizona
$8.24M -$372K -990 -4%
FC
2577
Forte Capital
New York
$8.24M -$15K -40 -0.2%
RCA
2578
Riverview Capital Advisers
Massachusetts
$8.21M -$573K -1,526 -7%
PWP
2579
Pursue Wealth Partners
California
$8.19M
SAM
2580
Secure Asset Management
Michigan
$8.17M -$2.47M -6,586 -23%
RBWA
2581
RFG - Bristol Wealth Advisors
Massachusetts
$8.16M -$438K -1,167 -5%
SFS
2582
Summit Financial Strategies
Ohio
$8.15M -$1.18M -3,150 -13%
LA
2583
Lifeworks Advisors
Michigan
$8.15M +$1.08M +2,886 +15%
NME
2584
Notis-McConarty Edward
$8.15M -$175K -467 -2%
EW
2585
Elyxium Wealth
California
$8.14M +$3.95M +10,532 +95%
APG
2586
Abacus Planning Group
South Carolina
$8.13M +$751 +2 +0%
TWP
2587
Tempus Wealth Planning
California
$8.12M +$96.5K +257 +1%
PMFA
2588
Plante Moran Financial Advisors
Michigan
$8.12M -$1.5M -3,997 -16%
BOC
2589
Barbara Oil Co
Illinois
$8.12M
SXL
2590
Summit X LLC
Missouri
$8.12M -$82.2K -219 -1%
CFS
2591
Commonwealth Financial Services
West Virginia
$8.11M -$3.75K -10 -0%
PIN
2592
Prudent Investors Network
California
$8.1M -$5.59M -14,894 -41%
SC
2593
Solstein Capital
California
$8.09M -$4.51K -12 -0.1%
YIH
2594
Y-Intercept (HK)
Hong Kong
$8.09M +$8.09M +21,558 New
FCFC
2595
First Commonwealth Financial Corp
Pennsylvania
$8.08M -$532K -1,418 -6%
FC
2596
Fusion Capital
South Carolina
$8.07M -$63.8K -170 -0.8%
BWC
2597
Blue Whale Capital
United Kingdom
$8.07M -$17.2M -45,850 -68%
WA
2598
Wealth Architects
California
$8.07M +$1.74M +4,626 +27%
ATFA
2599
All Terrain Financial Advisors
Minnesota
$8.05M +$288K +766 +4%
GWCM
2600
Godshalk Welsh Capital Management
Pennsylvania
$8.05M -$80K -213 -1%