MSFT icon

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 %
KFS
3551
Keynote Financial Services
Connecticut
$3.93M +$5.63K +15 +0.1%
FSA
3552
Financial Sense Advisors
California
$3.92M -$4.88K -13 -0.1%
FWP
3553
Firethorn Wealth Partners
Georgia
$3.92M +$268K +714 +7%
TI
3554
tru Independence
Oregon
$3.92M +$4.88K +13 +0.1%
VCWM
3555
Vista Cima Wealth Management
Arizona
$3.92M -$272K -725 -6%
NWA
3556
New World Advisors
Massachusetts
$3.91M +$1.49M +3,961 +61%
CIA
3557
Cascade Investment Advisors
Oregon
$3.91M -$43.5K -116 -1%
RL
3558
Rogco LP
Oklahoma
$3.91M -$551K -1,469 -12%
CWM
3559
Crowley Wealth Management
Delaware
$3.9M -$87.1K -232 -2%
MS
3560
Madden Securities
Texas
$3.9M +$52.2K +139 +1%
MWM
3561
MinichMacGregor Wealth Management
New York
$3.9M +$102K +271 +3%
PMSA
3562
Patrick M. Sweeney & Associates
Illinois
$3.89M -$27.8K -74 -0.7%
RLWM
3563
RF&L Wealth Management
Massachusetts
$3.89M
GC
3564
Gilbert & Cook
Iowa
$3.88M -$449K -1,197 -10%
GC
3565
Gould Capital
Washington
$3.88M -$53.7K -143 -1%
RS
3566
Rakuten Securities
Japan
$3.87M +$758K +2,018 +24%
AWMT
3567
AAFMAA Wealth Management & Trust
North Carolina
$3.86M -$802K -2,136 -17%
HTI
3568
Hikari Tsushin Inc
Japan
$3.86M
EL
3569
EWA LLC
Pennsylvania
$3.86M -$2.57M -6,838 -40%
BCM
3570
Brown Capital Management
Maryland
$3.86M -$2.53M -6,742 -40%
SF
3571
Symphony Financial
Texas
$3.85M -$12.2M -33,649 -76%
ITIM
3572
Indiana Trust & Investment Management
Indiana
$3.85M -$203K -542 -5%
RTC
3573
Riverview Trust Company
Washington
$3.84M -$52.6K -140 -1%
WDL
3574
Well Done LLC
Michigan
$3.83M -$37.9K -90 -1%
SWMG
3575
Stillwater Wealth Management Group
Florida
$3.83M +$140K +372 +4%