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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 %
MEG
3026
Millstone Evans Group
Colorado
$5.85M -$175K -465 -3%
EPW
3027
Evergreen Private Wealth
Colorado
$5.85M +$144K +384 +3%
AA
3028
Addison Advisors
Vermont
$5.85M -$398K -1,060 -6%
GFPC
3029
Global Financial Private Client
Florida
$5.84M -$83.3K -222 -1%
SSWM
3030
Sheets Smith Wealth Management
North Carolina
$5.84M -$1.55M -4,137 -21%
SFG
3031
Sovereign Financial Group
Connecticut
$5.83M +$325K +866 +6%
AIMA
3032
Ables Iannone Moore & Associates
Georgia
$5.82M +$91.6K +244 +2%
FDS
3033
Freedom Day Solutions
Texas
$5.82M -$317K -844 -5%
CRCM
3034
Crystal Rock Capital Management
Illinois
$5.82M +$676K +1,800 +13%
FFG
3035
Floyd Financial Group
Missouri
$5.82M +$144K +384 +3%
IPW
3036
IronBridge Private Wealth
Texas
$5.82M +$285K +759 +5%
IIA
3037
ICW Investment Advisors
Arizona
$5.81M -$4.88K -13 -0.1%
CA
3038
Calton & Associates
Florida
$5.81M +$3.61M +9,625 +165%
MPCA
3039
Madison Park Capital Advisors
Washington
$5.8M -$6.07M -16,162 -51%
VAM
3040
Verity Asset Management
North Carolina
$5.79M +$2.63M +7,005 +83%
GWA
3041
Gratus Wealth Advisors
Virginia
$5.79M -$255K -680 -4%
CCM
3042
Connective Capital Management
California
$5.79M
KOC
3043
Koss-Olinger Consulting
Florida
$5.78M +$1.56M +4,144 +37%
MWM
3044
Marion Wealth Management
Pennsylvania
$5.78M +$55.6K +148 +1%
BFPW
3045
BOK Financial Private Wealth
Colorado
$5.76M -$909K -2,422 -14%
GWP
3046
Gateway Wealth Partners
Wisconsin
$5.76M +$231K +615 +4%
TIA
3047
Traphagen Investment Advisors
New Jersey
$5.76M +$577K +1,537 +11%
RC
3048
Rahlfs Capital
Texas
$5.76M
V
3049
ViaWealth
Kansas
$5.76M +$58.6K +156 +1%
CF
3050
Claris Financial
Virginia
$5.75M