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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 %
PF
2776
Prosperitas Financial
California
$7.01M +$96.5K +257 +1%
GBA
2777
Garrison Bradford & Associates
New York
$7M +$751 +2 +0%
PFMU
2778
Privium Fund Management (UK)
United Kingdom
$6.99M +$6.99M +18,300 New
DL
2779
DOHJ LLC
Washington
$6.99M +$727K +1,936 +12%
ACM
2780
Alpha Capital Management
Texas
$6.98M +$40.9K +109 +0.6%
AOI
2781
Auto-Owners Insurance
Michigan
$6.97M -$40.6M -106,612 -85%
TFA
2782
Transamerica Financial Advisors
Florida
$6.97M -$325K -866 -4%
RWM
2783
Revisor Wealth Management
Ohio
$6.97M +$5.92M +15,761 +563%
AWP
2784
Accretive Wealth Partners
New Jersey
$6.95M +$1.23M +2,848 +22%
KTC
2785
Kentucky Trust Company
Kentucky
$6.94M -$272K -725 -4%
CWM
2786
Centric Wealth Management
Illinois
$6.94M +$527K +1,404 +8%
GIM
2787
Gold Investment Management
Alberta, Canada
$6.94M -$1.49M -3,965 -18%
MWP
2788
Madison Wealth Partners
Wisconsin
$6.94M +$38.3K +102 +0.6%
EA
2789
Everpar Advisors
Oklahoma
$6.94M -$198K -528 -3%
DWAM
2790
Duncan Williams Asset Management
Tennessee
$6.94M +$413K +1,099 +6%
ISFAN
2791
Investor's Fiduciary Advisor Network
Washington
$6.93M -$7.03M -18,739 -50%
CPSC
2792
Carl P. Sherr & Co
Massachusetts
$6.93M -$151K -402 -2%
CWM
2793
Centurion Wealth Management
Virginia
$6.93M
FFA
2794
Fairfield Financial Advisors
Massachusetts
$6.92M -$301K -801 -4%
SJIM
2795
St. Johns Investment Management
Florida
$6.91M +$929K +2,476 +16%
BTWM
2796
Baker Tilly Wealth Management
Wisconsin
$6.9M +$291K +774 +4%
NCM
2797
Noesis Capital Mangement
Florida
$6.9M +$66.1K +176 +1%
BWG
2798
Berry Wealth Group
Texas
$6.88M -$42.8K -114 -0.6%
CPC
2799
Congress Park Capital
New York
$6.87M -$644K -1,716 -9%
AC
2800
Arrow Capital
Australia
$6.86M +$6.86M +17,500 New