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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 %
GA
3151
GraniteShares Advisors
New York
$5.35M +$131K +349 +3%
BAS
3152
Brueske Advisory Services
Washington
$5.34M -$123K -328 -2%
RC
3153
Reik & Co
New York
$5.34M -$37.5K -100 -0.7%
HWM
3154
Hemington Wealth Management
Virginia
$5.34M +$51.8K +138 +1%
MAC
3155
Mason & Associates (California)
California
$5.34M +$1.55M +4,135 +41%
AHIA
3156
Andrew Hill Investment Advisors
Florida
$5.33M +$176K +469 +3%
CWM
3157
Compass Wealth Management
Connecticut
$5.33M +$373K +994 +8%
UWP
3158
Uniting Wealth Partners
Kansas
$5.33M -$116K -309 -2%
MAS
3159
Madden Advisory Services
Florida
$5.33M +$24K +64 +0.5%
GCA
3160
Gradient Capital Advisors
California
$5.33M -$168K -447 -3%
FHC
3161
First Heartland Consultants
Missouri
$5.32M -$144K -383 -3%
PWP
3162
Prasad Wealth Partners
Ohio
$5.32M +$237K +632 +5%
BTWM
3163
Brass Tax Wealth Management
Ohio
$5.32M +$104K +278 +2%
MFP
3164
Meridian Financial Partners
Virginia
$5.32M +$214K +570 +4%
JWM
3165
Jeppson Wealth Management
California
$5.31M +$75.1K +200 +1%
MHWM
3166
Montz Harcus Wealth Management
Louisiana
$5.31M +$195K +519 +4%
CFA
3167
Capstone Financial Advisors
Illinois
$5.3M +$111K +295 +2%
SAF
3168
Smith Anglin Financial
Texas
$5.3M +$229K +611 +5%
CIAS
3169
CFS Investment Advisory Services
New Jersey
$5.3M +$26.7K +71 +0.5%
AIM
3170
Athena Investment Management
California
$5.29M -$5.26K -14 -0.1%
HC
3171
Hourglass Capital
Texas
$5.29M -$155K -412 -3%
PC
3172
Port Capital
Illinois
$5.29M -$66.8K -178 -1%
LWM
3173
Lodestone Wealth Management
Washington
$5.29M +$63.8K +170 +1%
SG
3174
Somerset Group
Minnesota
$5.29M +$125K +333 +2%
GHAM
3175
Gilman Hill Asset Management
Connecticut
$5.29M -$54.1K -144 -1%