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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 %
GWM
2801
Graybill Wealth Management
Illinois
$6.85M +$6.85M +18,244 New
ACM
2802
Ashford Capital Management
Delaware
$6.84M -$104K -278 -2%
PCIG
2803
Partners Capital Investment Group
Massachusetts
$6.84M +$6.84M +18,215 New
FFC
2804
First Financial Corp
Indiana
$6.83M +$25.2K +67 +0.4%
WIC
2805
WealthBridge Investment Counsel
Alberta, Canada
$6.82M +$118K +315 +2%
LIP
2806
Lighthouse Investment Partners
Florida
$6.82M -$22.9M -60,953 -77%
CST
2807
Charles Schwab Trust
Nevada
$6.81M -$732K -1,950 -10%
AMG
2808
Advisors Management Group
Wisconsin
$6.81M -$375 -1 -0%
MCA
2809
Magnolia Capital Advisors
Mississippi
$6.8M +$86K +229 +1%
WDG
2810
Wealth Dimensions Group
Ohio
$6.8M +$226K +602 +3%
PWM
2811
Prosperity Wealth Management
California
$6.8M -$440K -1,173 -6%
FFO
2812
Fiduciary Family Office
Florida
$6.8M +$5.59M +14,886 +461%
ATIA
2813
American Trust Investment Advisors
New Hampshire
$6.79M +$97.6K +260 +1%
MIM
2814
MTM Investment Management
South Carolina
$6.77M -$374K -978 -5%
NSB
2815
Norway Savings Bank
Maine
$6.77M +$405K +1,080 +6%
EWA
2816
Evolution Wealth Advisors
Florida
$6.77M +$2.47M +6,588 +58%
WIA
2817
Wealthedge Investment Advisors
New York
$6.76M +$3.7M +9,867 +121%
CNFG
2818
Creegan & Nassoura Financial Group
New Hampshire
$6.76M
DWG
2819
Darden Wealth Group
Michigan
$6.75M -$131K -350 -2%
VCM
2820
Vivaldi Capital Management
Illinois
$6.75M -$2.19M -5,838 -25%
WAAG
2821
Wealth Alliance Advisory Group
Kansas
$6.75M -$709K -1,889 -10%
LAM
2822
Lynch Asset Management
Pennsylvania
$6.75M +$9.39K +25 +0.1%
VRM
2823
Vectors Research Management
New York
$6.75M -$155K -412 -2%
CIA
2824
Cohen Investment Advisors
New Hampshire
$6.74M +$728K +1,939 +12%
MIM
2825
Marshall Investment Management
Colorado
$6.73M +$237K +631 +4%