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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 %
AA
3501
Aire Advisors
California
$4.11M -$810K -2,158 -16%
BFWA
3502
Benchmark Financial Wealth Advisors
Florida
$4.1M -$317K -845 -7%
PHWM
3503
Pine Harbor Wealth Management
Maryland
$4.1M -$88.2K -235 -2%
BCM
3504
Brookmont Capital Management
Texas
$4.1M -$187K -497 -4%
AWA
3505
Alta Wealth Advisors
Massachusetts
$4.09M +$27.8K +74 +0.7%
CIA
3506
Cladis Investment Advisory
Montana
$4.09M +$252K +672 +7%
MSCM
3507
McElhenny Sheffield Capital Management
Texas
$4.09M -$7.51K -20 -0.2%
RIM
3508
RW Investment Management
Idaho
$4.08M +$49.9K +133 +1%
CWI
3509
Conscious Wealth Investments
Florida
$4.08M +$967K +2,204 +31%
SFG
3510
Shum Financial Group
California
$4.08M +$119K +317 +3%
PG
3511
Proffitt & Goodson
Tennessee
$4.08M -$38.3K -102 -0.9%
CFG
3512
Carr Financial Group
Massachusetts
$4.08M -$390K -1,039 -9%
CL
3513
CLG LLC
California
$4.08M +$6.76K +18 +0.2%
WPW
3514
Warther Private Wealth
Ohio
$4.08M -$3.45M -9,204 -46%
GA
3515
Goldstein Advisors
Wisconsin
$4.08M +$81.8K +218 +2%
DS
3516
Dudley & Shanley
Florida
$4.07M -$263K -700 -6%
LW
3517
Libra Wealth
California
$4.07M +$321K +855 +9%
TAM
3518
Titleist Asset Management
Texas
$4.07M -$294K -783 -7%
FA
3519
Fountainhead AM
New Jersey
$4.07M +$1.23M +3,272 +43%
PH
3520
Pinnacle Holdings
Oklahoma
$4.07M -$236K -628 -5%
SPA
3521
Sentinel Pension Advisors
Massachusetts
$4.06M +$9.01K +24 +0.2%
TT
3522
TI-Trust
Illinois
$4.06M
CCG
3523
Coastwise Capital Group
California
$4.06M +$924K +2,461 +29%
DFG
3524
Delphi Financial Group
Delaware
$4.05M
IIL
3525
Insight Inv LLC
California
$4.05M +$3.2M +39,605 +376%