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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 %
EGA
3376
E&G Advisors
Texas
$4.6M -$347K -924 -7%
HWM
3377
Horizon Wealth Management
Illinois
$4.59M +$194K +516 +4%
RFA
3378
Register Financial Advisors
Georgia
$4.59M +$49.9K +133 +1%
MAM
3379
McLean Asset Management
Virginia
$4.58M -$151K -425 -3%
THCM
3380
Taylor Hoffman Capital Management
Virginia
$4.58M +$390K +1,020 +9%
RI
3381
Redwood Investments
Massachusetts
$4.58M -$166K -441 -3%
SH
3382
SeaTown Holdings
Singapore
$4.57M -$4.24M -11,300 -48%
GSWM
3383
Greenup Street Wealth Management
Michigan
$4.57M -$1.29M -3,445 -22%
WHAM
3384
Windmill Hill Asset Management
United Kingdom
$4.57M +$814K +2,169 +22%
SLA
3385
Silver Lake Advisory
Utah
$4.56M -$38.7K -103 -0.8%
KA
3386
KDT Advisors
New York
$4.56M -$116K -310 -2%
SIAG
3387
Safeguard Investment Advisory Group
California
$4.56M +$1.15M +3,064 +34%
AA
3388
Alesco Advisors
New York
$4.56M +$1.88K +5 +0%
CCA
3389
Cooper Capital Advisors
California
$4.54M -$1.24M -3,299 -21%
RWMG
3390
Redwood Wealth Management Group
New Jersey
$4.54M -$63.1K -168 -1%
MC
3391
Marest Capital
California
$4.54M -$1.52M -4,040 -25%
OWMIAS
3392
One Wealth Management Investment & Advisory Services
Florida
$4.54M +$214K +571 +5%
AMG
3393
Asset Management Group
Connecticut
$4.53M +$55.2K +147 +1%
EFA
3394
Evernest Financial Advisors
Indiana
$4.53M -$15.6M -41,632 -78%
CCG
3395
Catalina Capital Group
California
$4.53M -$7.5M -19,980 -62%
CP
3396
Clarendon Private
Massachusetts
$4.53M +$3.38K +9 +0.1%
WAM
3397
Walker Asset Management
Missouri
$4.52M -$59.7K -159 -1%
MSA
3398
McAlister Sweet & Associates
Texas
$4.52M +$4.52M +12,033 New
TNAM
3399
Terra Nova Asset Management
New York
$4.52M -$631K -1,680 -12%
AIM
3400
Advyzon Investment Management
Illinois
$4.51M +$1.5M +3,988 +50%