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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 %
PIM
3726
Pullen Investment Management
Florida
$3.38M -$185K -492 -5%
BMCM
3727
Burns Matteson Capital Management
New York
$3.38M -$185K -493 -5%
PCM
3728
Pointe Capital Management
Michigan
$3.38M -$150K -400 -4%
EBWM
3729
Eagle Bluffs Wealth Management
Missouri
$3.38M +$31.2K +83 +0.9%
DWA
3730
Delap Wealth Advisory
Oregon
$3.37M -$2.53M -6,733 -43%
IAP
3731
Indie Asset Partners
Indiana
$3.37M +$111K +297 +3%
PBT
3732
Pictet Bank & Trust
Bahamas
$3.37M -$449K -1,200 -12%
CSC
3733
Caldwell Sutter Capital
California
$3.37M -$151K -403 -4%
VAG
3734
VisionPoint Advisory Group
Texas
$3.37M +$395K +1,051 +13%
FCMA
3735
Foresight Capital Management Advisors
Michigan
$3.36M +$70.2K +187 +2%
MWM
3736
Mascoma Wealth Management
New Hampshire
$3.36M +$176K +470 +6%
IF
3737
Integrity Financial
Wyoming
$3.36M +$272K +725 +9%
VFPW
3738
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.35M +$708K +1,887 +27%
IVP
3739
Intrinsic Value Partners
Arizona
$3.35M -$375 -1 -0%
SIC
3740
SJS Investment Consulting
Ohio
$3.35M +$530K +1,412 +19%
MA
3741
MKT Advisors
California
$3.34M +$24K +67 +0.7%
PFW
3742
Petros Family Wealth
Minnesota
$3.33M +$244K +651 +8%
NC
3743
Napatree Capital
Rhode Island
$3.32M +$159K +424 +5%
PHAM
3744
Palisades Hudson Asset Management
Florida
$3.32M -$140K -372 -4%
FNBSF
3745
First National Bank Sioux Falls
South Dakota
$3.32M +$488K +1,301 +17%
FDDB
3746
Fidelity D&D Bancorp
Pennsylvania
$3.32M -$48.8K -130 -1%
SFWC
3747
Strategic Family Wealth Counselors
New Jersey
$3.31M +$86K +229 +3%
WWM
3748
Wagner Wealth Management
South Carolina
$3.31M -$39.8K -106 -1%
WPA
3749
West Paces Advisors
Georgia
$3.31M +$34.9K +93 +1%
DKCM
3750
Davidson Kahn Capital Management
California
$3.31M +$710K +1,892 +27%