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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 %
TCWM
3301
Total Clarity Wealth Management
Illinois
$4.84M
CL
3302
CIM LLC
New York
$4.84M +$150K +400 +3%
LRIA
3303
Leonard Rickey Investment Advisors
Washington
$4.83M -$90.8K -234 -2%
DI
3304
DAGCO Inc
Ohio
$4.82M +$77.7K +207 +2%
CMTU
3305
Capital Markets Trading (UK)
United Kingdom
$4.82M -$35M -93,158 -88%
KWM
3306
Kingsman Wealth Management
Florida
$4.81M +$4.81M +12,822 New
OFO
3307
OneAscent Family Office
Alabama
$4.81M +$3.55M +9,386 +280%
TAI
3308
Terra Alpha Investments
District of Columbia
$4.81M +$270K +718 +6%
KIM
3309
Kane Investment Management
California
$4.81M +$16.5K +44 +0.3%
SPWG
3310
Syntegra Private Wealth Group
Missouri
$4.81M -$63.4K -169 -1%
MMHP
3311
Murphy Middleton Hinkle & Parker
Georgia
$4.81M +$19.2K +51 +0.4%
LIG
3312
Lokken Investment Group
Delaware
$4.81M -$205K -547 -4%
BCM
3313
Bretton Capital Management
California
$4.8M
PWM
3314
PBMares Wealth Management
Virginia
$4.8M -$217K -579 -4%
HA
3315
Harfst & Associates
Wyoming
$4.79M -$188K -502 -4%
DFA
3316
Davies Financial Advisors
California
$4.79M +$1.07M +2,854 +29%
S
3317
Sunpointe
Missouri
$4.79M -$905K -2,411 -16%
HAG
3318
HF Advisory Group
Maryland
$4.79M +$276K +735 +6%
NICM
3319
Neo Ivy Capital Management
New York
$4.79M +$1.68M +4,483 +54%
LWM
3320
Lakeridge Wealth Management
Ohio
$4.79M -$56.3K -150 -1%
HHAM
3321
HITE Hedge Asset Management
Massachusetts
$4.78M
CV
3322
Counterweight Ventures
North Carolina
$4.78M +$102K +271 +2%
GTAM
3323
Global Trust Asset Management
Florida
$4.78M -$800K -2,131 -14%
WPWM
3324
Western Pacific Wealth Management
Illinois
$4.76M -$78.5K -209 -2%
IWS
3325
Insight Wealth Strategies
California
$4.75M +$33.4K +89 +0.7%