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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 %
SC
2851
Slow Capital
California
$6.61M +$75.8K +202 +1%
TA
2852
Tiptree Advisors
New York
$6.61M
SCM
2853
Spreng Capital Management
Ohio
$6.6M -$608K -1,619 -8%
NCM
2854
NCM Capital Management
New Jersey
$6.59M +$134K +356 +2%
MFG
2855
Mosaic Financial Group
Illinois
$6.58M -$414K -1,104 -6%
PI
2856
Pettee Investors
Connecticut
$6.58M -$518K -1,381 -7%
FB
2857
Finward Bancorp
Indiana
$6.58M -$139K -369 -2%
GWM
2858
GSB Wealth Management
Connecticut
$6.58M -$16.9K -45 -0.3%
SIC
2859
Sterling Investment Counsel
New York
$6.58M +$3.52M +9,368 +115%
BOM
2860
Bank of Marin
California
$6.57M -$224K -598 -3%
WBG
2861
Wharton Business Group
Pennsylvania
$6.57M -$45.4K -121 -0.7%
BSA
2862
Bull Street Advisors
Georgia
$6.57M +$4.13K +11 +0.1%
TF
2863
Trek Financial
Arizona
$6.56M -$136K -362 -2%
ILI
2864
Invesco LLC (Illinois)
Illinois
$6.55M +$1.29M +3,436 +24%
GAAM
2865
Guinness Atkinson Asset Management
California
$6.55M -$263K -700 -4%
WA
2866
Waddell & Associates
Tennessee
$6.54M +$465K +1,238 +8%
LC
2867
Legacy CG
Texas
$6.53M +$89.3K +238 +1%
SJL
2868
Shayne & Jacobs LLC
Tennessee
$6.53M +$52.9K +141 +0.8%
AWM
2869
Aviso Wealth Management
Washington
$6.53M +$346K +921 +6%
WR
2870
WD Rutherford
Oregon
$6.52M -$112K -291 -2%
CCA
2871
Catalyst Capital Advisors
New York
$6.51M -$3.82M -10,173 -37%
AIC
2872
Ayalon Insurance Company
Israel
$6.51M +$358K +955 +6%
FCM
2873
Fairbanks Capital Management
California
$6.5M +$344K +916 +6%
PPC
2874
Park Place Capital
Alabama
$6.5M +$96.8K +258 +2%
FFAM
2875
Forge First Asset Management
Canada
$6.5M +$6.5M +17,340 New