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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 %
SA
3351
SAM Advisors
California
$4.68M -$85.6K -228 -2%
LSWP
3352
Liberty Square Wealth Partners
Pennsylvania
$4.68M -$122K -325 -3%
CWM
3353
CCG Wealth Management
California
$4.67M +$67.9K +181 +1%
MF
3354
Manchester Financial
California
$4.67M -$1.22M -3,257 -21%
LA
3355
Lane & Associates
New Jersey
$4.66M -$20.3K -54 -0.4%
FPL
3356
Fortress Private Ledger
North Carolina
$4.66M +$300K +799 +7%
WP
3357
Wealthspan Partners
Iowa
$4.65M -$41.7K -111 -0.9%
SWP
3358
Semus Wealth Partners
Florida
$4.65M +$119K +317 +3%
NERM
3359
New England Research & Management
Illinois
$4.65M -$93.5K -249 -2%
PCM
3360
Perkins Capital Management
Minnesota
$4.65M -$9.39K -25 -0.2%
WWM
3361
Wolff Wiese Magana
California
$4.65M +$108K +288 +2%
GCA
3362
Gallagher Capital Advisors
Texas
$4.65M +$3.75K +10 +0.1%
CCA
3363
Corps Capital Advisors
Texas
$4.64M -$751 -2 -0%
AWM
3364
Aberdeen Wealth Management
Illinois
$4.64M -$110K -294 -2%
GPWA
3365
Great Point Wealth Advisors
Massachusetts
$4.64M -$34.2K -91 -0.7%
IWM
3366
Iams Wealth Management
Nebraska
$4.64M +$484K +1,289 +12%
MPIA
3367
Mountain Pacific Investment Advisers
Idaho
$4.63M -$50.7K -135 -1%
TPWA
3368
Twin Peaks Wealth Advisors
California
$4.63M -$277K -718 -6%
CI
3369
Cavalier Investments
Georgia
$4.62M -$7.51K -20 -0.2%
CWM
3370
Cahaba Wealth Management
Georgia
$4.62M +$67.6K +180 +1%
Fuller & Thaler Asset Management
3371
Fuller & Thaler Asset Management
California
$4.62M
1WM
3372
1900 Wealth Management
Texas
$4.61M +$807K +2,150 +21%
ECA
3373
Elevate Capital Advisors
Colorado
$4.61M +$797K +2,123 +21%
APTFM
3374
AGUR Provident & Training Funds Management
Israel
$4.6M
FAM
3375
Forte Asset Management
New York
$4.6M +$84.1K +224 +2%