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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 %
GWM
3976
GK Wealth Management
Nevada
$2.68M -$93.5K -249 -3%
OPWM
3977
Oakwell Private Wealth Management
Texas
$2.68M +$513K +1,366 +24%
KWA
3978
Kellett Wealth Advisors
Ohio
$2.67M +$235K +625 +10%
DTL
3979
Dynamic Technology Lab
Singapore
$2.67M -$658K -1,752 -20%
OFA
3980
Onyx Financial Advisors
Idaho
$2.66M +$13.1K +35 +0.5%
TI
3981
Truepoint Inc
Ohio
$2.66M -$158K -422 -6%
MIM
3982
Merrion Investment Management
New Jersey
$2.66M -$268K -715 -9%
KOMWMG
3983
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.65M -$51.8K -138 -2%
GL
3984
Gerber LLC
Ohio
$2.65M -$35.7K -95 -1%
TAS
3985
TIFF Advisory Services
Pennsylvania
$2.65M +$229K +610 +9%
AC
3986
Amitell Capital
Singapore
$2.65M -$4.89M -13,026 -65%
CA
3987
Claris Advisors
Missouri
$2.65M +$625K +1,666 +31%
MWP
3988
Meridian Wealth Partners
Pennsylvania
$2.64M -$188K -501 -7%
BWM
3989
BCS Wealth Management
Tennessee
$2.64M +$364K +969 +16%
M1FG
3990
Mach-1 Financial Group
Arkansas
$2.64M +$559K +1,489 +27%
SFC
3991
Strategic Financial Concepts
Texas
$2.63M +$126K +335 +5%
AI
3992
Arvest Investments
Arkansas
$2.63M +$812K +2,163 +45%
WLPWM
3993
Walled Lake Planning & Wealth Management
Illinois
$2.63M -$183K -487 -6%
NCMW
3994
Northern Capital Management (Washington)
Washington
$2.63M +$104K +276 +4%
LOIP
3995
Live Oak Investment Partners
Texas
$2.63M +$2.63M +6,997 New
CSA
3996
Cornerstone Select Advisors
Missouri
$2.63M -$39K -104 -1%
FDW
3997
Fourth Dimension Wealth
Ohio
$2.62M +$862K +2,297 +49%
GIO
3998
Galilei Investment Office
United Kingdom
$2.62M
PCM
3999
Park Capital Management
Wisconsin
$2.62M +$95.3K +254 +4%
MA
4000
MBA Advisors
Pennsylvania
$2.62M +$1.88K +5 +0.1%