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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 %
YWM
2751
Yukon Wealth Management
Kansas
$7.16M +$7.16M +19,070 New
SWM
2752
Sculati Wealth Management
Michigan
$7.15M -$167K -445 -2%
CFA
2753
CWS Financial Advisors
Michigan
$7.15M +$572K +1,524 +9%
HA
2754
Helium Advisors
Washington
$7.15M +$4.22M +11,232 +144%
RFMS
2755
RWQ Financial Management Services
Florida
$7.14M -$9.9M -26,376 -58%
GAA
2756
Global Assets Advisory
Florida
$7.14M +$5.24M +13,937 +275%
LWM
2757
Liberty Wealth Management
California
$7.12M +$13.1K +35 +0.2%
GBWM
2758
Granite Bay Wealth Management
New Hampshire
$7.11M +$567K +1,510 +9%
PBK
2759
Peoples Bank (Kansas)
Kansas
$7.11M -$10.1K -27 -0.1%
AIM
2760
Aurora Investment Managers
Florida
$7.11M -$169K -451 -2%
NG
2761
NWK Group
California
$7.09M -$33.8K -90 -0.5%
RPSA
2762
Richard P. Slaughter Associates
Texas
$7.09M +$6.69M +17,833 +1,686%
TCOTS
2763
Trust Company of the South
North Carolina
$7.08M -$204K -544 -3%
ANC
2764
Ames National Corp
Iowa
$7.08M +$17.3K +46 +0.2%
NC
2765
NewSquare Capital
Pennsylvania
$7.07M +$950K +2,531 +16%
EIM
2766
Essex Investment Management
Massachusetts
$7.06M -$682K -1,818 -9%
SA
2767
Sylvest Advisors
Texas
$7.05M -$1.53M -4,074 -18%
PKC
2768
Palmer Knight Company
Florida
$7.05M -$97.2K -259 -1%
SFA
2769
Semmax Financial Advisors
North Carolina
$7.05M +$419K +955 +6%
IA
2770
Insight Advisors
Pennsylvania
$7.04M -$15K -40 -0.2%
BFF
2771
Byrne Financial Freedom
Massachusetts
$7.04M -$61.2K -163 -0.9%
WCFA
2772
Walkner Condon Financial Advisors
Wisconsin
$7.03M +$113K +302 +2%
CIM
2773
Contravisory Investment Management
Massachusetts
$7.02M -$202K -538 -3%
SFG
2774
Synergy Financial Group
California
$7.02M -$2.63K -7 -0%
EWA
2775
Encompass Wealth Advisors
Oregon
$7.02M -$54.1K -144 -0.8%