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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 %
BCM
2901
Boltwood Capital Management
California
$6.38M +$276K +736 +5%
MC
2902
Matisse Capital
Oregon
$6.37M -$31.2K -83 -0.5%
CAL
2903
Capital Advisors Ltd
Ohio
$6.37M -$273K -726 -4%
JF
2904
Jericho Financial
Ohio
$6.36M +$776K +2,068 +14%
SPFA
2905
Summit Place Financial Advisors
New Jersey
$6.36M +$208K +555 +3%
KCFA
2906
Key Client Fiduciary Advisors
New Jersey
$6.36M -$2.59M -6,912 -29%
EFM
2907
Eley Financial Management
Vermont
$6.36M +$48.2K +126 +0.8%
FFG
2908
First Financial Group
North Carolina
$6.35M -$118K -315 -2%
CCC
2909
Compass Capital Corp
Massachusetts
$6.35M -$935K -2,547 -13%
TIM
2910
Tikehau Investment Management
France
$6.33M -$3.14M -8,362 -33%
HIMS
2911
Hager Investment Management Services
New Hampshire
$6.33M -$559K -1,489 -8%
TC
2912
Trilogy Capital
California
$6.33M +$557K +1,483 +10%
RFA
2913
ROI Financial Advisors
Oregon
$6.33M -$90.1K -240 -1%
CWM
2914
Concentrum Wealth Management
California
$6.32M +$216K +576 +4%
SMTF
2915
Sphera Management Technology Funds
Israel
$6.32M +$212K +564 +3%
BBWA
2916
Bell & Brown Wealth Advisors
California
$6.32M +$28.2K +75 +0.4%
ALA
2917
Atlas Legacy Advisors
California
$6.32M -$336K -895 -5%
FUBT
2918
First United Bank & Trust
Maryland
$6.32M -$182K -485 -3%
SPWM
2919
Schrum Private Wealth Management
Florida
$6.32M -$108K -289 -2%
SCM
2920
Sitrin Capital Management
California
$6.31M +$23.7K +63 +0.4%
VWS
2921
Virtus Wealth Solutions
New Jersey
$6.31M -$275K -733 -4%
PAS
2922
Point72 Asia (Singapore)
Singapore
$6.31M +$6.31M +16,801 New
BHA
2923
Beech Hill Advisors
New York
$6.31M +$455K +1,213 +8%
SHFA
2924
SC&H Financial Advisors
Maryland
$6.3M +$38.7K +103 +0.6%
FAM
2925
Fairtree Asset Management
South Africa
$6.3M +$2.33M +6,211 +59%