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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 %
SAM
3601
Satovsky Asset Management
New York
$3.74M -$9.22K -25 -0.2%
NWM
3602
Northwest Wealth Management
Iowa
$3.73M +$80.7K +215 +2%
LWM
3603
LongView Wealth Management
Georgia
$3.73M -$118K -314 -3%
RCM
3604
Raleigh Capital Management
North Carolina
$3.72M -$1.17M -3,121 -24%
PWM
3605
Prentice Wealth Management
New York
$3.72M -$130K -345 -3%
KFG
3606
Kelly Financial Group
Connecticut
$3.72M +$348K +926 +10%
KFA
3607
Kapstone Financial Advisors
Ohio
$3.72M +$54.4K +145 +1%
FFA
3608
Fi3 Financial Advisors
Indiana
$3.71M -$215K -572 -5%
FFG
3609
Fiduciary Financial Group
California
$3.71M +$161K +422 +5%
POIA
3610
Pin Oak Investment Advisors
Texas
$3.71M +$2.14M +5,722 +136%
LCGC
3611
Legacy Capital Group California
California
$3.7M +$35.7K +95 +1%
IIA
3612
Integral Investment Advisors
California
$3.7M +$76.6K +204 +2%
AP
3613
Arlington Partners
Alabama
$3.7M +$68.7K +183 +2%
SGCA
3614
Steel Grove Capital Advisors
Tennessee
$3.7M -$631K -1,682 -15%
PA
3615
PFW Advisors
Georgia
$3.69M -$51.1K -136 -1%
RC
3616
RBO & Co
California
$3.69M
PC
3617
Pecaut & Co
Iowa
$3.69M -$497K -1,324 -12%
CFG
3618
CKW Financial Group
Hawaii
$3.67M -$345K -904 -9%
SA
3619
Strategic Advocates
Utah
$3.67M +$1.3M +3,460 +55%
PFA
3620
Pathway Financial Advisers
Indiana
$3.67M +$104K +278 +3%
IWN
3621
Independent Wealth Network
Iowa
$3.67M -$151K -401 -4%
MHC
3622
May Hill Capital
Massachusetts
$3.66M +$193K +513 +6%
AWM
3623
Activest Wealth Management
Florida
$3.66M +$463K +1,234 +14%
HS
3624
HighVista Strategies
Massachusetts
$3.66M -$300K -800 -8%
SEP
3625
Southland Equity Partners
Missouri
$3.66M +$125K +333 +4%