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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 %
MW
2676
Maia Wealth
Colorado
$7.57M +$701K +1,807 +10%
OCM
2677
Orleans Capital Management
Louisiana
$7.57M -$39.8K -106 -0.5%
LP
2678
LMR Partners
United Kingdom
$7.56M -$21.6M -57,431 -74%
FCCM
2679
First City Capital Management
Georgia
$7.56M -$2.22M -5,915 -23%
DWM
2680
Dynasty Wealth Management
Florida
$7.54M -$347K -924 -4%
PWM
2681
Palumbo Wealth Management
New York
$7.52M +$1.07M +2,851 +17%
SIS
2682
Sound Income Strategies
Florida
$7.52M +$648K +1,725 +9%
RGC
2683
Rubicon Global Capital
United Kingdom
$7.51M +$1.88M +5,000 +33%
ZP
2684
Zimmer Partners
New York
$7.51M +$2.33M +6,200 +45%
CA
2685
Cumberland Advisors
Florida
$7.5M
AC
2686
Aristides Capital
Kentucky
$7.5M
BL
2687
BCWM LLC
Kansas
$7.48M +$19.1K +51 +0.3%
BB
2688
Burford Brothers
Texas
$7.48M +$31.9K +85 +0.4%
SCM
2689
Sirios Capital Management
Massachusetts
$7.48M -$6.65M -17,721 -47%
PA
2690
Prossimo Advisors
California
$7.47M -$89.3K -238 -1%
TCG
2691
Transcendent Capital Group
Oklahoma
$7.47M -$1.93M -5,129 -20%
KMWM
2692
Keudell/Morrison Wealth Management
Oregon
$7.47M +$66.1K +176 +0.9%
FPW
2693
Fairvoy Private Wealth
Alabama
$7.46M +$511K +1,360 +7%
BMA
2694
Brooks Moore & Associates
Tennessee
$7.46M +$121K +323 +2%
PWA
2695
Phoenix Wealth Advisors
North Carolina
$7.46M -$33.8K -90 -0.5%
EF
2696
Exeter Financial
Arizona
$7.45M +$50.7K +135 +0.7%
OL
2697
OneFund LLC
Florida
$7.45M -$83K -221 -1%
AM
2698
Atwater Malick
Pennsylvania
$7.44M +$398K +1,059 +6%
ACM
2699
Alcosta Capital Management
California
$7.43M -$40.5K -108 -0.5%
FCA
2700
FLC Capital Advisors
California
$7.43M -$63.4K -169 -0.8%