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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 %
OWA
3101
One Wealth Advisors
California
$5.58M +$555K +1,478 +11%
HIC
3102
Harvey Investment Company
Kentucky
$5.58M +$39.8K +106 +0.7%
GCGDR
3103
Geo Capital Gestora de Recursos
Brazil
$5.58M +$1.04M +2,772 +23%
BC
3104
Bowman & Company
Wisconsin
$5.58M +$179K +477 +3%
SCA
3105
Scott Capital Advisors
Oregon
$5.57M -$157K -417 -3%
MPW
3106
Monterey Private Wealth
California
$5.57M +$38.3K +102 +0.7%
MC
3107
Mathes Company
New York
$5.57M -$224K -597 -4%
HFBOT
3108
Home Federal Bank of Tennessee
Tennessee
$5.57M -$52.2K -139 -0.9%
CP
3109
Covenant Partners
Tennessee
$5.57M +$859K +2,289 +18%
LF
3110
Lee Financial
Texas
$5.55M -$850K -2,263 -13%
GGA
3111
Granite Group Advisors
Connecticut
$5.55M +$5.63K +15 +0.1%
IWM
3112
Integris Wealth Management
California
$5.54M -$95K -253 -2%
SDH
3113
Sloy Dahl & Holst
Washington
$5.53M +$151K +401 +3%
WCM
3114
Weaver Capital Management
Georgia
$5.52M +$1.77M +4,718 +47%
CWP
3115
Core Wealth Partners
California
$5.52M +$169K +450 +3%
SCM
3116
Stanley Capital Management
Texas
$5.52M
Edgewood Management
3117
Edgewood Management
Connecticut
$5.52M -$1.74B -4,622,597 -100%
CM
3118
Columbus Macro
Pennsylvania
$5.51M +$101K +269 +2%
BRG
3119
Bay Rivers Group
Virginia
$5.51M +$18.8K +50 +0.3%
GC
3120
Guidance Capital
Kentucky
$5.5M +$11.3K +26 +0.2%
OQS
3121
Occudo Quantitative Strategies
Florida
$5.49M +$1.7M +4,495 +45%
IAMOG
3122
Investors Asset Management of Georgia
Georgia
$5.49M -$136K -363 -2%
CSB
3123
City State Bank
Iowa
$5.49M +$227K +604 +4%
AFA
3124
AA Financial Advisors
Ohio
$5.47M -$6.38K -17 -0.1%
SRA
3125
Secured Retirement Advisors
Minnesota
$5.47M +$2.5M +6,653 +84%