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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 %
HG
3176
Herbst Group
Connecticut
$5.29M -$543K -1,447 -9%
TW
3177
Traveka Wealth
California
$5.28M -$603K -1,606 -10%
PWM
3178
Peterson Wealth Management
Nevada
$5.27M +$226K +602 +4%
RW
3179
Rockport Wealth
Ohio
$5.27M -$191K -510 -4%
YP
3180
YANKCOM Partnership
South Dakota
$5.26M +$152K +404 +3%
MSK
3181
Melissa S. Kampmann
$5.26M -$12.4K -33 -0.2%
EWA
3182
Etesian Wealth Advisors
Oregon
$5.26M +$191K +510 +4%
VDBMI
3183
Van Den Berg Management I
Texas
$5.26M +$224K +598 +4%
BW
3184
BIP Wealth
Georgia
$5.26M -$1.5K -4 -0%
AWM
3185
Ameliora Wealth Management
Switzerland
$5.26M +$42.8K +114 +0.8%
FFS
3186
Flavin Financial Services
Florida
$5.25M +$161K +430 +3%
CAC
3187
Certified Advisory Corp
Florida
$5.24M -$249K -663 -5%
DWA
3188
Delos Wealth Advisors
Texas
$5.24M +$102K +272 +2%
CPC
3189
Cookson Peirce & Co
Pennsylvania
$5.23M -$72.8M -193,848 -93%
LWP
3190
LeClair Wealth Partners
Ohio
$5.22M +$1.88K +5 +0%
PWMG
3191
Pinnacle Wealth Management Group
Michigan
$5.21M -$208K -555 -4%
CIA
3192
Compass Ion Advisors
Pennsylvania
$5.21M -$175K -467 -3%
AI
3193
Aperture Investors
New York
$5.19M -$889K -2,367 -15%
CTC
3194
Cetera Trust Company
Minnesota
$5.19M -$77.7K -207 -1%
CB
3195
Centennial Bank
Arkansas
$5.19M -$116K -308 -2%
AA
3196
Argent Advisors
Louisiana
$5.19M +$981K +2,613 +23%
BIP
3197
Blue Investment Partners
California
$5.18M -$10.9K -29 -0.2%
WAM
3198
Wernau Asset Management
Massachusetts
$5.17M -$13.9K -37 -0.3%
OWA
3199
ORBA Wealth Advisors
Illinois
$5.17M -$5.63K -15 -0.1%
OHIS
3200
Oak Harvest Investment Services
Texas
$5.16M -$4.02M -10,720 -44%