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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 %
ARMT
3526
Amica Retiree Medical Trust
Rhode Island
$4.05M -$1.22M -3,252 -23%
MCM
3527
Mendel Capital Management
Arkansas
$4.05M -$65.3K -174 -2%
BF
3528
bLong Financial
Tennessee
$4.05M +$56.3K +150 +1%
LGG
3529
Luts & Greenleigh Group
Maryland
$4.05M -$23.7K -63 -0.6%
DBRC
3530
D.B. Root & Company
Pennsylvania
$4.04M -$229K -609 -5%
FSCM
3531
Front Street Capital Management
Montana
$4.04M +$3.42K +9 +0.1%
BWA
3532
Beam Wealth Advisors
Louisiana
$4.04M -$261K -696 -6%
BPW
3533
Bingham Private Wealth
California
$4.03M +$157K +418 +4%
IWP
3534
Invenio Wealth Partners
Florida
$4.03M +$24K +64 +0.6%
FC
3535
Financial Council
Maryland
$4.02M -$8.63K -23 -0.2%
AFAS
3536
Acorn Financial Advisory Services
Virginia
$4.01M -$711K -1,894 -15%
CAM
3537
Clark Asset Management
New Hampshire
$3.99M +$367K +978 +10%
CCM
3538
Conway Capital Management
California
$3.98M -$65.7K -175 -2%
MWVC
3539
Morgens Waterfall Vintiadis & Co
New York
$3.98M -$2.06M -5,500 -34%
RWM
3540
Rialto Wealth Management
New York
$3.98M +$59.7K +159 +2%
MAM
3541
MWA Asset Management
Massachusetts
$3.98M +$134K +358 +3%
NIWA
3542
New Insight Wealth Advisors
California
$3.96M +$1M +2,675 +34%
S
3543
Sachetta
Massachusetts
$3.95M -$198K -528 -5%
DWM
3544
Darwin Wealth Management
Florida
$3.95M
SFC
3545
Swisher Financial Concepts
Ohio
$3.94M +$889K +2,367 +29%
EIG
3546
Ellenbecker Investment Group
Wisconsin
$3.93M -$78.8K -210 -2%
AFW
3547
Avantra Family Wealth
Pennsylvania
$3.93M +$52.6K +140 +1%
GB
3548
Goepper Burkhardt
South Carolina
$3.93M +$438K +1,168 +13%
HHGA
3549
Halbert Hargrove Global Advisors
California
$3.93M -$1.86M -4,960 -32%
GA
3550
Gordian Advisors
Arizona
$3.93M +$751 +2 +0%