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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 %
EFL
3326
ERn Financial LLC
Wisconsin
$4.75M -$192K -511 -4%
IF
3327
Ironwood Financial
Arizona
$4.74M -$447K -1,191 -9%
BFAG
3328
Blackston Financial Advisory Group
Florida
$4.74M +$516K +1,375 +12%
BSSFA
3329
Baron Silver Stevens Financial Advisors
Florida
$4.74M -$199K -529 -4%
FAFN
3330
First Affirmative Financial Network
Colorado
$4.74M -$471K -1,255 -9%
WI
3331
Wedgewood Investors
Pennsylvania
$4.73M -$16.1K -43 -0.3%
PFG
3332
PAX Financial Group
Texas
$4.73M +$355K +946 +8%
HKAM
3333
Horizon Kinetics Asset Management
New York
$4.73M -$66.1K -176 -1%
IPAM
3334
Investment Partners Asset Management
New Jersey
$4.73M -$56.3K -150 -1%
BDFN
3335
Bond & Devick Financial Network
Minnesota
$4.73M -$351K -936 -7%
HI
3336
Hudock Inc
Pennsylvania
$4.72M +$39.8K +106 +0.8%
BDS
3337
Banco de Sabadell
Florida
$4.72M -$1.71M -4,543 -27%
JGCM
3338
Joseph Group Capital Management
Ohio
$4.71M +$749K +1,996 +19%
VIP
3339
Vista Investment Partners
Oklahoma
$4.7M -$593K -1,580 -11%
TBNY
3340
Trustco Bank (New York)
New York
$4.7M -$54.1K -144 -1%
ACL
3341
Applied Capital LLC
Florida
$4.69M -$16.9K -45 -0.4%
SP
3342
Successful Portfolios
Florida
$4.69M -$38.7K -103 -0.8%
BI
3343
Bolthouse Investments
California
$4.69M +$45.8K +122 +1%
HCM
3344
HMS Capital Management
Tennessee
$4.69M -$268K -749 -5%
OCM
3345
Orion Capital Management
California
$4.68M +$326K +869 +7%
SAMC
3346
Spectrum Asset Management (California)
California
$4.68M +$47.3K +126 +1%
PWM
3347
Purus Wealth Management
California
$4.68M +$7.88K +21 +0.2%
WA
3348
Wealthstream Advisors
New York
$4.68M +$17.6K +47 +0.4%
I
3349
INVST
Indiana
$4.68M -$953K -2,538 -17%
SA
3350
SoundView Advisors
Washington
$4.68M -$550K -1,466 -11%