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Microsoft

5,684 hedge funds and large institutions have $1.97T invested in Microsoft in 2025 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 2,597 increasing their positions, 2,582 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,684
Holders Change
-101
Holders Change %
-1.75%
% of All Funds
77.18%
Holding in Top 10
2,796
Holding in Top 10 Change
-219
Holding in Top 10 Change %
-7.26%
% of All Funds
37.96%
New
164
Increased
2,597
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 %
RWPA
3676
Richard W. Paul & Associates
Michigan
$3.49M -$169K -449 -5%
SWRP
3677
Summit Wealth & Retirement Planning
California
$3.49M +$349K +929 +11%
NFC
3678
Northstar Financial Companies
Pennsylvania
$3.49M -$118K -314 -3%
LIA
3679
Lynx Investment Advisory
District of Columbia
$3.49M +$47.3K +126 +1%
SCM
3680
Sunbeam Capital Management
Georgia
$3.49M +$26.3K +70 +0.8%
LWM
3681
LJI Wealth Management
Indiana
$3.48M +$1.13K +3 +0%
HFO
3682
Heritage Family Offices
Arizona
$3.48M +$111K +295 +3%
TC
3683
Tsai Capital
New York
$3.48M -$200K -534 -5%
BI
3684
Berkeley Inc
Idaho
$3.47M -$12K -32 -0.3%
KHCM
3685
Kirtland Hills Capital Management
Ohio
$3.46M +$974K +2,648 +39%
BSHC
3686
Breed's Hill Capital
Massachusetts
$3.46M +$83.7K +223 +2%
MFG
3687
Midwest Financial Group
Kansas
$3.46M -$81.1K -216 -2%
PFS
3688
Prospect Financial Services
New York
$3.46M -$99.1K -264 -3%
GCM
3689
Glynn Capital Management
California
$3.46M -$21.4K -57 -0.6%
FPWM
3690
FSB Premier Wealth Management
Iowa
$3.45M +$334K +891 +11%
GFG
3691
Goldstone Financial Group
Illinois
$3.45M +$528K +1,406 +18%
WRPWM
3692
Werba Rubin Papier Wealth Management
California
$3.45M +$25.5K +68 +0.7%
FC
3693
Fjell Capital
North Dakota
$3.45M +$305K +812 +10%
BWCS
3694
Beirne Wealth Consulting Services
Connecticut
$3.45M +$81.5K +217 +2%
BCM
3695
Barden Capital Management
Texas
$3.44M +$14.3K +38 +0.4%
HP
3696
Hilltop Partners
Indiana
$3.44M +$229K +611 +7%
SWM
3697
Salvus Wealth Management
New Jersey
$3.44M +$10.1K +27 +0.3%
WSWA
3698
Warren Street Wealth Advisors
California
$3.44M +$87.8K +234 +3%
WWG
3699
West Wealth Group
California
$3.44M +$424K +1,108 +14%
1CP
3700
17 Capital Partners
Arizona
$3.44M +$44K +117 +1%