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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 %
KW
3201
KWB Wealth
California
$5.16M +$152K +361 +3%
JCM
3202
Jacobsen Capital Management
Utah
$5.16M +$57.1K +152 +1%
RF
3203
Robbins Farley
New Hampshire
$5.16M -$3K -8 -0.1%
BCM
3204
Bienville Capital Management
New York
$5.16M -$505K -1,345 -9%
WG
3205
Watchman Group
Texas
$5.15M -$657K -1,751 -11%
WSA
3206
Warm Springs Advisors
California
$5.14M -$64.6K -172 -1%
AIC
3207
Archer Investment Corporation
Indiana
$5.14M +$307K +818 +6%
LF
3208
LifeSteps Financial
California
$5.14M -$181K -481 -3%
FGWP
3209
Founders Grove Wealth Partners
Virginia
$5.14M -$7.88K -21 -0.2%
RIA
3210
Realta Investment Advisors
Delaware
$5.14M -$456K -1,215 -8%
PA
3211
Paragon Advisors
Texas
$5.13M -$93.1K -248 -2%
FFG
3212
Fortem Financial Group
California
$5.12M +$672K +1,790 +15%
WAM
3213
WNY Asset Management
New York
$5.12M -$68.3K -182 -1%
VCM
3214
Viewpoint Capital Management
Washington
$5.12M -$1.13K -3 -0%
SWM
3215
Shepherd Wealth Management
Ohio
$5.12M +$3.01M +8,013 +142%
BOJHT
3216
Bank of Jackson Hole Trust
Wyoming
$5.12M +$65.9K +166 +1%
AFM
3217
Aspetuck Financial Management
Connecticut
$5.11M -$47.3K -126 -0.9%
EM
3218
ELCO Management
New York
$5.11M +$407K +1,085 +9%
RIM
3219
Reliant Investment Management
Tennessee
$5.11M -$311K -829 -6%
PFG
3220
Putney Financial Group
California
$5.11M -$169K -451 -3%
SI
3221
Seeds Investor
New York
$5.11M -$352K -937 -6%
MFG
3222
Menard Financial Group
Texas
$5.1M +$92.7K +214 +2%
OCM
3223
Orser Capital Management
Texas
$5.1M +$50.7K +135 +1%
CGA
3224
Crescent Grove Advisors
Illinois
$5.1M -$244K -650 -5%
PCA
3225
Purkiss Capital Advisors
Connecticut
$5.09M +$330K +879 +7%