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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 %
MLFP
3851
MPS Loria Financial Planners
Illinois
$3.01M +$4.13K +11 +0.1%
FHC
3852
Forest Hill Capital
Arkansas
$3M
DA
3853
Drake & Associates
Wisconsin
$3M +$526K +1,401 +21%
SAM
3854
Sherman Asset Management
California
$3M -$1.5K -4 -0.1%
GWI
3855
Grace & White Inc
New York
$2.99M
VP
3856
Verum Partners
North Carolina
$2.99M -$60.8K -162 -2%
BWM
3857
BigSur Wealth Management
Florida
$2.99M +$376K +1,002 +14%
VIM
3858
VELA Investment Management
Ohio
$2.99M -$205K -547 -6%
SMWM
3859
Silvia McColl Wealth Management
California
$2.99M -$25.2K -67 -0.8%
FA
3860
Faithward Advisors
Pennsylvania
$2.99M -$214K -570 -7%
WGCA
3861
Wolf Group Capital Advisors
Virginia
$2.99M +$882K +2,350 +42%
MP
3862
Moment Partners
California
$2.99M -$15.4K -41 -0.5%
Legacy Financial Group (Iowa)
3863
Legacy Financial Group (Iowa)
Iowa
$2.98M -$253K -674 -8%
RIP
3864
Reliant Investment Partners
North Carolina
$2.98M -$459K -1,222 -13%
LB
3865
Legacy Bridge
Iowa
$2.98M -$7.88K -21 -0.3%
AA
3866
Acorns Advisers
California
$2.98M +$471K +1,256 +19%
LSA
3867
Lion Street Advisors
Texas
$2.97M +$95K +253 +3%
AWA
3868
Authentikos Wealth Advisory
California
$2.96M +$2.96M +7,896 New
WF
3869
WinCap Financial
Massachusetts
$2.96M +$211K +563 +8%
ARA
3870
Alexander Randolph Advisory
Virginia
$2.96M -$751 -2 -0%
PW
3871
Paladin Wealth
Minnesota
$2.96M +$257K +685 +10%
HCWM
3872
Hidden Cove Wealth Management
Washington
$2.96M +$546K +1,454 +23%
MCM
3873
Moore Capital Management
New York
$2.96M -$185M -492,125 -98%
MW
3874
Members Wealth
Pennsylvania
$2.95M +$10.9K +29 +0.4%
BF
3875
Baring Financial
Washington
$2.95M -$36.8K -98 -1%