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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 %
NRWA
3226
North Ridge Wealth Advisors
Oregon
$5.09M -$14.3K -38 -0.3%
CFD
3227
Creative Financial Designs
Indiana
$5.08M +$127K +337 +3%
B
3228
Barings
North Carolina
$5.08M +$261K +694 +5%
FCM
3229
Fire Capital Management
California
$5.08M +$387K +1,032 +8%
WFAG
3230
Wescott Financial Advisory Group
Pennsylvania
$5.08M +$1.79M +4,781 +55%
AEPWM
3231
Atlantic Edge Private Wealth Management
Florida
$5.08M +$73.6K +196 +1%
OPWM
3232
Oregon Pacific Wealth Management
Oregon
$5.08M +$72.5K +193 +1%
CWM
3233
Cabot Wealth Management
Massachusetts
$5.08M +$13.1K +35 +0.3%
VC
3234
Veracity Capital
Georgia
$5.07M -$70.6K -188 -1%
GAM
3235
Gemmer Asset Management
California
$5.07M -$84.1K -224 -2%
WCM
3236
Winthrop Capital Management
Indiana
$5.06M +$283K +755 +6%
OHWP
3237
Oak Harbor Wealth Partners
North Carolina
$5.06M -$563K -1,501 -10%
MAG
3238
MRA Advisory Group
New Jersey
$5.05M -$771K -2,053 -13%
BIP
3239
Blueprint Investment Partners
North Carolina
$5.05M -$9.99M -26,603 -66%
EA
3240
Emerald Advisers
Pennsylvania
$5.05M -$1.64M -4,362 -24%
SCP
3241
Stamos Capital Partners
California
$5.05M +$637K +1,698 +14%
QC
3242
Quantessence Capital
New York
$5.05M +$5.05M +13,450 New
SIA
3243
SkyView Investment Advisors
New Jersey
$5.05M +$111K +296 +2%
FLP
3244
Financial Life Planners
Arizona
$5.04M -$555K -1,478 -10%
SIC
3245
Shoker Investment Counsel
Ohio
$5.03M -$87.1K -232 -2%
WIM
3246
Wittenberg Investment Management
Massachusetts
$5.03M -$441K -1,176 -8%
BWM
3247
BlackDiamond Wealth Management
New York
$5.03M -$314K -716 -6%
BCFS
3248
Butensky & Cohen Financial Security
Florida
$5.02M -$15.8K -42 -0.3%
SWM
3249
StoneCrest Wealth Management
Arizona
$5.02M -$11.6K -31 -0.2%
GSIAS
3250
Garden State Investment Advisory Services
New Jersey
$5.02M +$42.7K +114 +0.9%