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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 %
NG
3476
Northstar Group
New York
$4.22M -$103K -275 -2%
BFA
3477
Beacon Financial Advisory
Ohio
$4.21M +$510K +1,359 +14%
MLA
3478
MB, Levis & Associates
Pennsylvania
$4.21M -$12K -32 -0.3%
CIS
3479
Custom Index Systems
New York
$4.21M +$1.07M +2,839 +34%
ACA
3480
Affinity Capital Advisors
California
$4.2M +$103K +264 +3%
NTIC
3481
Napean Trading & Investment Company
Singapore
$4.19M -$5.52M -14,702 -57%
FOA
3482
Five Oceans Advisors
California
$4.17M -$886K -2,360 -18%
BIM
3483
Bullseye Investment Management
Ohio
$4.17M -$1.86M -4,957 -31%
HPM
3484
Hoxton Planning & Management
West Virginia
$4.16M -$108K -288 -3%
CF
3485
Copperwynd Financial
Arizona
$4.15M -$370K -985 -8%
HP
3486
Holistic Planning
Texas
$4.15M +$60.1K +160 +1%
MFWP
3487
Mosaic Family Wealth Partners
Missouri
$4.14M -$218K -580 -5%
KAM
3488
Karani Asset Management
New York
$4.14M -$1.33M -3,542 -24%
CCM
3489
Crew Capital Management
Ohio
$4.14M +$93.5K +249 +2%
PPA
3490
Pacific Point Advisors
California
$4.14M -$714K -1,902 -15%
NWWA
3491
New Wave Wealth Advisors
Arkansas
$4.13M +$548K +1,459 +15%
BSCCG
3492
Blue Sky Capital Consultants Group
California
$4.13M +$72.5K +193 +2%
TPW
3493
Turn8 Private Wealth
$4.13M +$128K +340 +3%
AFS
3494
Access Financial Services
Minnesota
$4.12M +$234K +624 +6%
PWA
3495
Provenance Wealth Advisors
Florida
$4.12M -$465K -1,239 -10%
QCIG
3496
Quad-Cities Investment Group
Iowa
$4.12M +$126K +336 +3%
VFG
3497
Victory Financial Group
Texas
$4.11M +$787K +2,090 +24%
BSAM
3498
Blue Square Asset Management
New York
$4.11M +$869K +2,315 +27%
TFGT
3499
TS Financial Group (TSFG)
Illinois
$4.11M +$121K +323 +3%
AMIM
3500
Aull & Monroe Investment Management
Alabama
$4.11M +$88.2K +235 +2%