MSFT icon

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 %
PPWP
3826
Proquility Private Wealth Partners
Nevada
$3.08M +$224K +597 +8%
AF
3827
Aldebaran Financial
$3.08M +$70.2K +187 +2%
SFG
3828
Sunburst Financial Group
Alabama
$3.08M -$157K -419 -5%
WF
3829
Whelan Financial
California
$3.07M +$522K +1,391 +20%
FCT
3830
Family Capital Trust
Massachusetts
$3.07M +$2.63M +6,993 +591%
WBCM
3831
Wilson & Boucher Capital Management
California
$3.07M -$108K -287 -3%
CFA
3832
Camarda Financial Advisors
Florida
$3.07M -$40.5K -108 -1%
DF
3833
Dunhill Financial
United Kingdom
$3.07M -$702K -1,871 -19%
ITB
3834
Idaho Trust Bank
Idaho
$3.07M +$761K +2,027 +33%
TA
3835
TPG Advisors
Illinois
$3.06M +$17.6K +47 +0.6%
CFP
3836
Comprehensive Financial Planning
Pennsylvania
$3.06M -$2.53M -6,729 -45%
DF
3837
DecisionPoint Financial
Arizona
$3.06M +$219K +584 +8%
WAG
3838
Wallace Advisory Group
California
$3.05M +$103K +244 +3%
USWIA
3839
UP Strategic Wealth Investment Advisors
Pennsylvania
$3.05M +$18.4K +49 +0.6%
RWS
3840
Resolute Wealth Strategies
Mississippi
$3.05M +$318K +848 +12%
DSA
3841
Droms Strauss Advisors
Missouri
$3.05M -$288K -768 -9%
CCA
3842
Cora Capital Advisors
New Jersey
$3.04M -$9.39K -25 -0.3%
FCM
3843
Firestone Capital Management
Florida
$3.04M -$163K -435 -5%
PAM
3844
Pacific Asset Management
Washington
$3.04M +$114K +304 +4%
ICM
3845
Islay Capital Management
Texas
$3.03M -$64.6K -172 -2%
RIM
3846
Rockbridge Investment Management
New York
$3.02M +$17.3K +46 +0.6%
CCWM
3847
Correct Capital Wealth Management
Missouri
$3.02M +$35.3K +94 +1%
RWM
3848
Riverbend Wealth Management
South Carolina
$3.02M +$73.6K +196 +2%
FF
3849
Farrow Financial
Vermont
$3.02M +$88.6K +236 +3%
CAM
3850
Creekmur Asset Management
Illinois
$3.02M +$259K +689 +9%