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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 %
WI
2626
Westbourne Investments
Virginia
$7.87M -$435K -1,158 -5%
OWA
2627
Octavia Wealth Advisors
Ohio
$7.87M -$453K -1,206 -5%
JWM
2628
JPL Wealth Management
Colorado
$7.86M +$443K +1,180 +6%
SN
2629
Sittner & Nelson
Oregon
$7.85M +$23.3K +62 +0.3%
FWC
2630
First Washington Corp
Washington
$7.85M -$918K -2,446 -10%
CSA
2631
Cottage Street Advisors
Massachusetts
$7.85M +$1.54M +5,118 +24%
CIP
2632
Capital Insight Partners
Arizona
$7.83M +$202K +537 +3%
ECM
2633
EagleClaw Capital Management
Massachusetts
$7.83M -$86K -229 -1%
AWS
2634
Arkfeld Wealth Strategies
Nebraska
$7.82M +$48.4K +124 +0.6%
PRS
2635
Pinkerton Retirement Specialists
Idaho
$7.82M +$3.22M +8,590 +70%
PI
2636
Parkside Investments
Illinois
$7.81M -$636K -1,694 -8%
EWM
2637
EPG Wealth Management
Georgia
$7.81M +$149K +397 +2%
WAOTB
2638
Wealth Advisors of Tampa Bay
Florida
$7.8M -$2.63K -7 -0%
FCT
2639
First Community Trust
Iowa
$7.8M -$153K -408 -2%
AW
2640
Alaethes Wealth
Nevada
$7.79M +$154K +410 +2%
AP
2641
Advisors Preferred
Maryland
$7.78M +$7.78M +20,350 New
BRA
2642
Bender Robert & Associates
California
$7.77M +$190K +506 +3%
NA
2643
Nordwand Advisors
Pennsylvania
$7.77M +$40.5K +108 +0.5%
PIA
2644
Pinion Investment Advisors
Kansas
$7.77M +$3.91M +10,421 +101%
FPF
2645
First Pacific Financial
Washington
$7.77M -$185K -493 -2%
ORAM
2646
One River Asset Management
Connecticut
$7.77M +$6.22M +14,274 +402%
GF
2647
Gries Financial
Ohio
$7.76M -$362K -964 -4%
SIM
2648
Sentry Investment Management
Wisconsin
$7.75M -$3.33M -9,317 -30%
RWM
2649
RBA Wealth Management
California
$7.74M +$79.2K +211 +1%
PHS
2650
Pekin Hardy Strauss
Illinois
$7.74M -$942K -2,509 -11%