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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 %
DFG
3776
Demars Financial Group
Washington
$3.21M +$1.01M +379,098 +46%
MWM
3777
Mascagni Wealth Management
Mississippi
$3.2M
MDSL
3778
M.D. Sass LLC
New York
$3.2M -$476K -1,269 -13%
FH
3779
FWG Holdings
Florida
$3.2M -$325K -826 -9%
VWM
3780
Vigilare Wealth Management
Arizona
$3.2M +$17.6K +47 +0.6%
BC
3781
Barrett & Company
Rhode Island
$3.19M -$3.38K -9 -0.1%
EWM
3782
Evergreen Wealth Management
Michigan
$3.19M +$21K +56 +0.7%
CBT
3783
CoreFirst Bank & Trust
Kansas
$3.19M -$228K -607 -7%
KW
3784
Keyvantage Wealth
Pennsylvania
$3.19M +$58.6K +156 +2%
4WM
3785
49 Wealth Management
Texas
$3.18M -$91.6K -244 -3%
CMP
3786
Coston McIsaac & Partners
Maine
$3.18M +$53.3K +142 +2%
SC
3787
Saybrook Capital
North Carolina
$3.18M +$2.31M +6,160 +267%
TCM
3788
Tributary Capital Management
Nebraska
$3.18M -$110K -293 -3%
FF
3789
Farrell Financial
New York
$3.18M +$41.3K +110 +1%
PFWA
3790
Paces Ferry Wealth Advisors
Georgia
$3.18M -$101K -269 -3%
NCTC
3791
New Covenant Trust Company
Indiana
$3.18M -$69.7K -184 -2%
FA
3792
Fedenia Advisers
Wisconsin
$3.18M +$70.9K +189 +2%
IFS
3793
Ifrah Financial Services
Arkansas
$3.18M -$68.7K -183 -2%
EIP
3794
Ellis Investment Partners
Pennsylvania
$3.18M -$130K -347 -4%
SF
3795
Safeguard Financial
Wisconsin
$3.17M +$11.3K +30 +0.4%
HCG
3796
Haven Capital Group
California
$3.17M -$75.8K -202 -2%
CMAI
3797
Capital Management Associates Inc
Minnesota
$3.17M +$64.6K +172 +2%
JFGLC
3798
Johnson Financial Group LLC (Colorado)
Colorado
$3.17M +$3.17M +8,443 New
CAGAS
3799
Capital Advisory Group Advisory Services
Minnesota
$3.17M +$47.7K +127 +2%
PWM
3800
Partnership Wealth Management
Maryland
$3.16M -$42.4K -113 -1%