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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 %
TIM
3751
Tevis Investment Management
Texas
$3.3M
SFWA
3752
Summit Financial Wealth Advisors
Louisiana
$3.29M +$4.13K +11 +0.1%
SCM
3753
Sterneck Capital Management
Missouri
$3.29M -$12.8K -34 -0.4%
GCM
3754
Generation Capital Management
New York
$3.27M -$67.9K -181 -2%
BWM
3755
Baron Wealth Management
Michigan
$3.27M -$40.5K -108 -1%
LFS
3756
Legacy Financial Strategies
Kansas
$3.26M -$69.8K -186 -2%
FA
3757
FSA Advisors
Michigan
$3.26M +$1.81M +4,816 +124%
OLA
3758
Oliver Luxxe Assets
New Jersey
$3.26M -$3.5M -9,311 -52%
GPA
3759
Guerra Pan Advisors
New Jersey
$3.25M -$7.13K -19 -0.2%
BBNB
3760
Baker Boyer National Bank
Washington
$3.25M +$134K +357 +4%
WC
3761
Westhampton Capital
North Carolina
$3.25M -$11.6K -31 -0.4%
RW
3762
Rede Wealth
Virginia
$3.25M +$17.3K +46 +0.5%
CCM
3763
Cloud Capital Management
Washington
$3.25M +$3.25M +9,479 New
GJIA
3764
Glass Jacobson Investment Advisors
Maryland
$3.24M
BWG
3765
Boomfish Wealth Group
Georgia
$3.24M +$94.6K +252 +3%
CNTOF
3766
Canandaigua National Trust of Florida
New York
$3.23M -$573K -1,527 -15%
RA
3767
Rise Advisors
New York
$3.23M +$1.28M +3,419 +66%
MF
3768
Montis Financial
Massachusetts
$3.23M -$20.3K -54 -0.6%
SB
3769
SIG Brokerage
New York
$3.22M +$3.22M +8,576 New
AIA
3770
Arbor Investment Advisors
North Carolina
$3.22M -$81.8K -218 -2%
DCM
3771
Delta Capital Management
New Jersey
$3.22M -$88.2K -235 -3%
GEM
3772
Global Endowment Management
North Carolina
$3.21M -$2.47M -6,568 -43%
AI
3773
Atom Investors
Texas
$3.21M
GA
3774
Guerra Advisors
Florida
$3.21M +$578K +1,540 +22%
OA
3775
Operose Advisors
Wisconsin
$3.21M -$152K -406 -5%