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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 %
RA
3651
Rational Advisors
New York
$3.57M -$372K -991 -9%
LAS
3652
LWM Advisory Services
Florida
$3.57M -$12.4K -33 -0.3%
CSI
3653
Cross Staff Investments
New York
$3.57M +$18.8K +50 +0.5%
GIM
3654
Guardian Investment Management
California
$3.56M -$853K -2,271 -19%
DIS
3655
Diversified Investment Strategies
Louisiana
$3.56M -$65.7K -175 -2%
PW
3656
PUREfi Wealth
Massachusetts
$3.56M +$316K +843 +10%
AIFAIM
3657
American Institute for Advanced Investment Management
Arizona
$3.56M -$26.3K -70 -0.7%
LPAM
3658
Lodestar Private Asset Management
California
$3.56M -$102K -272 -3%
LC
3659
Lakehouse Capital
Australia
$3.56M
BIA
3660
Baer Investment Advisory
California
$3.55M -$58.3K -66 -2%
ML
3661
Mayport LLC
Massachusetts
$3.55M +$146K +389 +4%
WCM
3662
Washburn Capital Management
Florida
$3.54M -$337K -897 -9%
AGA
3663
Accuvest Global Advisors
Utah
$3.54M -$253K -675 -7%
FWM
3664
Fonville Wealth Management
Virginia
$3.53M +$358K +941 +11%
WQ
3665
Wealth Quarterback
New Jersey
$3.53M +$179K +478 +5%
PFT
3666
Providence First Trust
Arizona
$3.52M -$150K -400 -4%
WFA
3667
WMG Financial Advisors
Tennessee
$3.52M +$248K +660 +8%
AWA
3668
Aletheian Wealth Advisors
Washington
$3.52M +$419K +1,115 +13%
SWMP
3669
Signature Wealth Management Partners
New Jersey
$3.51M -$53.3K -142 -1%
TCM
3670
Triumph Capital Management
Colorado
$3.51M +$380K +1,012 +12%
AR
3671
Apeiron RIA
Texas
$3.51M -$129K -344 -4%
LCM
3672
Legato Capital Management
California
$3.51M +$264K +704 +8%
PIM
3673
Platinum Investment Management
Australia
$3.51M +$132K +351 +4%
OWA
3674
Outlook Wealth Advisors
Texas
$3.5M +$340K +907 +11%
RWPA
3675
Richard W. Paul & Associates
Michigan
$3.49M -$169K -449 -5%