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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 %
WH
3801
Willner & Heller
California
$3.16M +$97.6K +260 +3%
GSIS
3802
Global Strategic Investment Solutions
Arizona
$3.16M -$344K -917 -10%
IA
3803
IAM Advisory
Pennsylvania
$3.16M -$45K -120 -1%
WKSWA
3804
White Knight Strategic Wealth Advisors
New Jersey
$3.15M -$2.99M -7,963 -49%
OWP
3805
ORG Wealth Partners
Texas
$3.15M +$659K +1,724 +26%
DSN
3806
D. Scott Neal
Kentucky
$3.15M -$2.25K -6 -0.1%
WA
3807
Whipplewood Advisors
Colorado
$3.14M -$226K -591 -7%
PAS
3808
PKS Advisory Services
New York
$3.14M +$107K +285 +4%
TLCM
3809
Twin Lakes Capital Management
California
$3.14M -$39K -104 -1%
CA
3810
Cannon Advisors
North Carolina
$3.14M -$100K -267 -3%
PGIM
3811
Pacific Global Investment Management
California
$3.14M -$166K -443 -5%
JWM
3812
Jessup Wealth Management
Ohio
$3.13M +$520K +1,384 +20%
FCM
3813
Fieldview Capital Management
Michigan
$3.13M -$4.73M -12,591 -60%
WB
3814
West Bancorporation
Iowa
$3.12M -$23.7K -63 -0.8%
BFA
3815
Brendel Financial Advisors
New Hampshire
$3.12M +$13.5K +36 +0.4%
FC
3816
FCA Corp
Texas
$3.12M +$721K +1,922 +30%
MQWP
3817
Morey & Quinn Wealth Partners
Nebraska
$3.12M +$54.4K +145 +2%
FC
3818
Fairscale Capital
New Hampshire
$3.12M +$27.8K +74 +0.9%
CSWG
3819
Cardinal Strategic Wealth Guidance
Kentucky
$3.12M -$400K -1,066 -11%
IP
3820
Interval Partners
New York
$3.12M +$3.12M +8,301 New
MDA
3821
Minot DeBlois Advisors
Massachusetts
$3.12M -$278K -740 -8%
LIA
3822
LSP Investment Advisors
New York
$3.11M
MFG
3823
Monte Financial Group
Connecticut
$3.11M +$76.9K +209 +3%
NFA
3824
Northern Financial Advisors
Michigan
$3.1M -$31.2K -83 -1%
RWI
3825
Red Wave Investments
Pennsylvania
$3.09M -$18.4K -49 -0.6%