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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 %
RPCONE
3626
Retirement Planning Company of New England
Rhode Island
$3.66M +$294K +782 +9%
ACM
3627
Arcataur Capital Management
Wisconsin
$3.65M -$275K -733 -7%
HFS
3628
Heritage Financial Services
Massachusetts
$3.65M +$402K +1,071 +12%
NI
3629
NDVR Inc
Massachusetts
$3.65M -$27K -72 -0.7%
MWM
3630
Massachusetts Wealth Management
Massachusetts
$3.65M -$33.4K -89 -0.9%
AWAP
3631
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.65M +$143K +381 +4%
AF
3632
Atala Financial
California
$3.64M +$158K +420 +5%
TSW
3633
Three Seasons Wealth
Utah
$3.64M +$7.88K +21 +0.2%
DA
3634
Detalus Advisors
Missouri
$3.64M +$792K +2,109 +28%
MFG
3635
Mainsail Financial Group
Washington
$3.62M -$34.2K -91 -0.9%
SA
3636
Seneschal Advisors
Washington
$3.62M +$95.7K +255 +3%
CFSG
3637
Clark Financial Services Group
Missouri
$3.62M +$27K +72 +0.8%
SH
3638
SLT Holdings
Arizona
$3.61M +$76.2K +203 +2%
ACM
3639
Advance Capital Management
Michigan
$3.61M +$62.3K +166 +2%
AFA
3640
Allium Financial Advisors
Oregon
$3.61M +$3.61M +9,611 New
RB
3641
Renasant Bank
Mississippi
$3.61M +$20.3K +54 +0.6%
GHA
3642
Granite Harbor Advisors
Texas
$3.6M +$740K +1,971 +26%
PTCG
3643
Pring Turner Capital Group
California
$3.6M +$105K +280 +3%
CWM
3644
Challenger Wealth Management
California
$3.6M -$560K -1,492 -13%
FWP
3645
Forefront Wealth Partners
Texas
$3.59M +$100K +267 +3%
WWM
3646
WJ Wealth Management
Arizona
$3.59M -$1.19M -3,180 -25%
MAM
3647
Milestone Asset Management
Pennsylvania
$3.59M +$350K +931 +11%
EB
3648
Exchange Bank
California
$3.58M -$48.4K -129 -1%
AWM
3649
Accel Wealth Management
Iowa
$3.58M -$24K -64 -0.7%
SWA
3650
Strata Wealth Advisors
Texas
$3.58M -$281K -748 -7%