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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 %
PVM
2951
Palogic Value Management
Texas
$6.17M -$118K -315 -2%
SCM
2952
Summerhill Capital Management
Ontario, Canada
$6.15M -$4.17M -11,101 -40%
BI
2953
Ballast Inc
Kentucky
$6.15M +$212K +565 +4%
1WM
2954
1858 Wealth Management
Ohio
$6.14M +$56.7K +151 +0.9%
SC
2955
Sierra Capital
Florida
$6.13M +$40.2K +107 +0.7%
PWS
2956
Peloton Wealth Strategists
Indiana
$6.13M -$161K -430 -3%
HAC
2957
Harbor Advisory Corp
New Hampshire
$6.12M +$27.4K +73 +0.4%
CWP
2958
Curated Wealth Partners
California
$6.12M +$242K +645 +4%
HZ
2959
Hixon Zuercher
Ohio
$6.12M +$402K +1,071 +7%
FSG
2960
Financial Strategies Group
Michigan
$6.11M +$751K +1,948 +14%
FW
2961
FullCircle Wealth
Texas
$6.1M +$378K +966 +7%
BTC
2962
Bank & Trust Company
Illinois
$6.1M -$139K -371 -2%
PWA
2963
Physician Wealth Advisors
Utah
$6.1M -$36.8K -98 -0.6%
SAM
2964
S.A. Mason
Michigan
$6.1M +$10.1K +27 +0.2%
SI
2965
Saxon Interests
Texas
$6.09M +$125K +334 +2%
AGP
2966
Aspire Growth Partners
Florida
$6.09M +$401K +927 +7%
CWM
2967
C2C Wealth Management
Arizona
$6.08M -$91.6K -244 -1%
AAA
2968
Adams Asset Advisors
Texas
$6.08M +$460K +1,226 +8%
PCP
2969
Panoramic Capital Partners
Oregon
$6.08M +$439K +1,237 +8%
HC
2970
Headland Capital
South Carolina
$6.08M +$149K +396 +3%
CFIA
2971
Cantor Fitzgerald Investment Advisors
New York
$6.07M +$362K +963 +6%
ANB
2972
Amarillo National Bank
Texas
$6.07M
SC
2973
Stolper & Co
Oklahoma
$6.07M -$7.88K -21 -0.1%
FA
2974
Financial Avengers
California
$6.06M +$95K +253 +2%
LRWA
2975
Long Run Wealth Advisors
New York
$6.06M +$696K +1,854 +13%