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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 %
SDWIA
3126
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.47M -$34.2K -91 -0.6%
SCM
3127
Steele Capital Management
Iowa
$5.47M +$176K +470 +3%
ESBC
3128
E.S. Barr & Co
Kentucky
$5.45M -$39.8K -106 -0.7%
FNBOH
3129
First National Bank of Hutchinson
Kansas
$5.44M -$196K -522 -3%
RF
3130
Roxbury Financial
New Jersey
$5.43M -$95.3K -240 -2%
ABWM
3131
Alpine Bank Wealth Management
Colorado
$5.43M +$5.43M +14,456 New
WFA
3132
Wellspring Financial Advisors
Ohio
$5.42M +$45.4K +8,380 +0.8%
CWS
3133
Cypress Wealth Services
California
$5.42M +$49.9K +133 +0.9%
CGFA
3134
Colton Groome Financial Advisors
North Carolina
$5.42M -$443K -1,121 -8%
AI
3135
AXS Investments
New York
$5.42M -$13.1K -35 -0.2%
EAM
3136
Empirical Asset Management
Massachusetts
$5.42M -$157M -419,367 -97%
ATWA
3137
Arbor Trust Wealth Advisors
Michigan
$5.42M +$5.26K +14 +0.1%
WFAG
3138
Worth Financial Advisory Group
North Carolina
$5.41M +$137K +365 +3%
MCB
3139
Morton Community Bank
Illinois
$5.41M -$67.6K -180 -1%
WA
3140
WP Advisors
California
$5.41M -$47.3K -126 -0.9%
OFW
3141
Omnia Family Wealth
Florida
$5.39M +$908K +2,420 +20%
WHCI
3142
W.H. Cornerstone Investments
Massachusetts
$5.39M -$57.8K -154 -1%
CIA
3143
Cape Investment Advisory
Georgia
$5.38M +$45K +120 +0.8%
CNWM
3144
Clay Northam Wealth Management
California
$5.37M -$45.4K -121 -0.8%
OFS
3145
Orrstown Financial Services
Pennsylvania
$5.36M -$696K -1,855 -11%
GW
3146
Griffith & Werner
Georgia
$5.36M +$501K +1,334 +10%
RCA
3147
Runnymede Capital Advisors
Ohio
$5.36M -$219K -583 -4%
TWM
3148
Trueblood Wealth Management
Ohio
$5.35M +$161K +429 +3%
AGP
3149
Autumn Glory Partners
Texas
$5.35M +$385K +1,301 +8%
PAG
3150
Powers Advisory Group
Illinois
$5.35M +$43.5K +116 +0.8%