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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 %
RFWA
2601
RPg Family Wealth Advisory
Massachusetts
$8.04M +$96.1K +256 +1%
SNBOSD
2602
Security National Bank of So Dak
Iowa
$8.04M +$330K +878 +4%
GA
2603
GSG Advisors
New Jersey
$8.04M +$57.4K +147 +0.7%
SCP
2604
Sivia Capital Partners
California
$8.01M +$261K +696 +3%
ACGA
2605
Atlanta Consulting Group Advisors
Georgia
$8.01M -$9.76K -26 -0.1%
BWM
2606
Bernard Wealth Management
Michigan
$8M -$95K -253 -1%
OBGC
2607
O'Brien Greene & Co
Pennsylvania
$8M -$142K -378 -2%
HNW
2608
High Note Wealth
Minnesota
$8M -$186K -496 -2%
GJWM
2609
Gilliland Jeter Wealth Management
Arkansas
$7.99M -$675K -1,799 -8%
TWM
2610
Thrive Wealth Management
Pennsylvania
$7.99M -$493K -1,313 -6%
UBG
2611
United Bank (Georgia)
Georgia
$7.98M +$490K +1,305 +7%
BAM
2612
Byrne Asset Management
New Jersey
$7.97M -$17.3K -46 -0.2%
AFS
2613
Aft Forsyth & Sober
Florida
$7.96M +$18.8K +50 +0.2%
SFC
2614
SYM Financial Corp
Indiana
$7.95M -$387K -1,030 -5%
IAS
2615
IMA Advisory Services
Colorado
$7.95M -$375 -1 -0%
WP
2616
WealthPLAN Partners
Nebraska
$7.94M +$220K +586 +3%
LCM
2617
LCM Capital Management
Illinois
$7.93M +$150K +399 +2%
WWM
2618
WT Wealth Management
Arizona
$7.92M -$862K -2,295 -10%
NA
2619
Navellier & Associates
Nevada
$7.91M -$1.12M -2,572 -12%
WMA
2620
Wealth Management Associates
New Jersey
$7.91M +$98K +261 +1%
LS
2621
Leelyn Smith
Illinois
$7.9M +$152K +404 +2%
NF
2622
Nikulski Financial
Iowa
$7.9M +$218K +580 +3%
TIA
2623
Trust Investment Advisors
Indiana
$7.89M +$273K +726 +4%
JWA
2624
JFS Wealth Advisors
Pennsylvania
$7.88M +$25.2K +67 +0.3%
PWA
2625
Providence Wealth Advisors
Illinois
$7.87M -$81.8K -215 -1%