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 %
LA
4001
Latitude Advisors
Florida
$2.61M +$108K +289 +4%
MMCM
4002
Murphy & Mullick Capital Management
New York
$2.6M +$27.8K +74 +1%
VWM
4003
Vivid Wealth Management
Iowa
$2.6M -$111K -297 -4%
AWS
4004
Aspen Wealth Strategies
Colorado
$2.6M -$70.6K -188 -3%
PWP
4005
Phillips Wealth Planners
Mississippi
$2.59M +$66.8K +172 +3%
CIC
4006
Chase Investment Counsel
Virginia
$2.59M -$8.54M -22,742 -77%
LBC
4007
Leigh Baldwin & Co
New York
$2.59M -$458K -1,221 -15%
FFA
4008
Fortune Financial Advisors
Kansas
$2.59M +$191K +510 +8%
VAM
4009
Vienna Asset Management
California
$2.59M -$1.08M -2,875 -29%
BCM
4010
BluePointe Capital Management
California
$2.58M -$359K -955 -12%
WPW
4011
Watershed Private Wealth
Illinois
$2.58M +$15K +40 +0.6%
AWM
4012
AllSquare Wealth Management
New York
$2.58M +$24.4K +65 +1%
BCM
4013
BluePath Capital Management
Georgia
$2.57M -$624K -1,663 -20%
SR
4014
Syntax Research
Florida
$2.57M -$89.3K -238 -3%
NL
4015
Navalign LLC
California
$2.56M -$16.1K -43 -0.6%
KLWA
4016
Kelly Lawrence W & Associates
California
$2.56M
DCM
4017
Dimension Capital Management
Florida
$2.55M -$355K -947 -12%
CFO
4018
Capitol Family Office
Oregon
$2.55M -$800K -2,131 -24%
SWP
4019
Summit Wealth Partners
Florida
$2.55M +$6.38K +17 +0.3%
FWA
4020
FOCUS Wealth Advisors
Texas
$2.55M +$10.1K +27 +0.4%
KGC
4021
Kennon-Green & Company
Ohio
$2.54M +$21.8K +58 +0.9%
TBC
4022
Ted Buchan & Co
California
$2.54M +$7.13K +19 +0.3%
WW
4023
Westshore Wealth
California
$2.54M -$5.63K -15 -0.2%
NJIM
4024
Nabity-Jensen Investment Management
Nebraska
$2.54M +$12.8K +34 +0.5%
PA
4025
Parkside Advisors
California
$2.54M -$1.5K -4 -0.1%