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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 %
RAM
2926
Ramirez Asset Management
New York
$6.29M -$43.2K -115 -0.7%
WWC
2927
Waypoint Wealth Counsel
Georgia
$6.29M +$199K +531 +3%
TPM
2928
Triasima Portfolio Management
Quebec, Canada
$6.29M -$753K -2,006 -11%
BCP
2929
Blackhawk Capital Partners
Wisconsin
$6.29M +$1.29M +3,439 +26%
PSFG
2930
Prairie Sky Financial Group
Illinois
$6.28M -$583K -1,552 -8%
UAML
2931
US Asset Management LLC
Pennsylvania
$6.28M -$163K -433 -3%
LWL
2932
Leo Wealth LLC
Texas
$6.28M -$9.94M -26,469 -61%
USB
2933
Union Savings Bank
Connecticut
$6.27M +$87.8K +234 +1%
MA
2934
Modus Advisors
Minnesota
$6.26M +$30.4K +81 +0.5%
UCB
2935
United Community Bank
South Carolina
$6.25M +$374K +996 +6%
G
2936
GenTrust
Florida
$6.25M -$5.46M -14,546 -47%
OIA
2937
Optimum Investment Advisors
Illinois
$6.24M +$10.1K +27 +0.2%
CASB
2938
Cape Ann Savings Bank
Massachusetts
$6.23M -$270K -718 -4%
KA
2939
KLCM Advisors
Wisconsin
$6.23M +$91.2K +243 +1%
TC
2940
Truvestments Capital
Florida
$6.23M +$277K +737 +5%
MFC
2941
Mechanics Financial Corp
Ohio
$6.23M -$20.6K -55 -0.3%
JJBC
2942
James J. Burns & Company
New York
$6.22M -$37.9K -101 -0.6%
JGIA
2943
Jackson Grant Investment Advisers
Connecticut
$6.21M -$142K -378 -2%
HBW
2944
Hazlett, Burt & Watson
West Virginia
$6.21M -$3.38K -9 -0.1%
TAM
2945
Thematics Asset Management
France
$6.2M -$376K -1,002 -6%
IIM
2946
InTrack Investment Management
Vermont
$6.19M -$2.41M -6,425 -28%
PWS
2947
Peterson Wealth Services
Utah
$6.18M +$339K +904 +6%
SFS
2948
Stiles Financial Services
Minnesota
$6.18M +$222K +591 +4%
KCP
2949
Kera Capital Partners
California
$6.18M +$535K +1,425 +9%
FFA
2950
Florida Financial Advisors
Florida
$6.17M -$324K -862 -5%