MSFT icon

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 %
AC
3051
AlpenGlobal Capital
California
$5.74M +$92K +245 +2%
FMN
3052
Financial Management Network
California
$5.74M +$29.3K +82 +0.5%
OP
3053
ORG Partners
Indiana
$5.74M -$1.55M -4,045 -21%
AWG
3054
Altus Wealth Group
Colorado
$5.74M +$14.6K +39 +0.3%
BFA
3055
Brown Financial Advisors
Ohio
$5.73M +$852K +2,269 +17%
RCM
3056
Regency Capital Management
Hawaii
$5.72M -$133K -354 -2%
TWP
3057
Triad Wealth Partners
Kansas
$5.72M +$400K +1,065 +8%
LAI
3058
Legal Advantage Investments
California
$5.72M +$214K +570 +4%
NRC
3059
New Republic Capital
North Carolina
$5.71M +$419K +1,115 +8%
PCM
3060
Prelude Capital Management
New York
$5.71M -$1.39M -3,708 -20%
AG
3061
AmeriFlex Group
Nevada
$5.71M +$265K +705 +5%
CWA
3062
CM Wealth Advisors
Ohio
$5.71M -$150K -400 -3%
SIA
3063
Schear Investment Advisers
Ohio
$5.7M +$21.4K +57 +0.4%
JF
3064
JSF Financial
California
$5.7M -$78.1K -208 -1%
WW
3065
Waterfront Wealth
Kansas
$5.69M -$420K -1,118 -7%
QFA
3066
Quantum Financial Advisors
California
$5.69M -$239K -637 -4%
OBWG
3067
Onyx Bridge Wealth Group
New York
$5.69M +$80K +213 +1%
LSIA
3068
LaSalle St. Investment Advisors
Illinois
$5.69M +$1.25M +3,327 +28%
CWA
3069
Crux Wealth Advisors
California
$5.68M +$196K +523 +4%
F8IS
3070
Figure 8 Investment Strategies
Idaho
$5.68M -$3.75K -10 -0.1%
AFG
3071
ABLE Financial Group
Arizona
$5.68M +$49.2K +131 +0.9%
WCG
3072
Weaver Consulting Group
California
$5.68M +$57.4K +153 +1%
JSAM
3073
J. Safra Asset Management
New York
$5.68M +$1.62M +4,312 +40%
SRC
3074
Sage Rhino Capital
California
$5.67M +$148K +394 +3%
BA
3075
Bluesphere Advisors
Pennsylvania
$5.67M -$1.6M -4,259 -22%