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 %
BDF
4051
Black Diamond Financial
Maryland
$2.49M -$6.01K -16 -0.2%
CL
4052
CVFG LLC
Indiana
$2.49M +$58.9K +157 +2%
GWP
4053
Gen-Wealth Partners
Michigan
$2.48M +$74.3K +198 +3%
TS
4054
TradeWell Securities
Indiana
$2.48M +$336K +896 +16%
AL
4055
ADE LLC
Maryland
$2.48M -$12.4K -33 -0.5%
CIG
4056
CHB Investment Group
Pennsylvania
$2.48M +$45.4K +121 +2%
TWPM
4057
Total Wealth Planning & Management
Florida
$2.47M -$17.3K -46 -0.7%
SI
4058
Shaker Investments
Ohio
$2.47M -$1.54M -4,105 -38%
RA
4059
Riversedge Advisors
Delaware
$2.47M -$310K -827 -11%
CC
4060
Copperleaf Capital
North Carolina
$2.47M +$39K +104 +2%
CA
4061
Cortland Associates
Missouri
$2.47M -$32.3K -86 -1%
ORG
4062
Optimist Retirement Group
Washington
$2.47M -$3.63M -9,662 -60%
HGWM
4063
Horst & Graben Wealth Management
Oregon
$2.46M +$119K +317 +5%
TIM
4064
Tortoise Investment Management
New York
$2.46M -$1.4M -3,735 -36%
BBA
4065
Braun-Bostich & Associates
Pennsylvania
$2.46M -$173K -460 -7%
MCC
4066
Malaga Cove Capital
California
$2.46M +$587K +1,563 +31%
IFPG
4067
Intrepid Financial Planning Group
Indiana
$2.45M -$57.8K -154 -2%
PWA
4068
Primoris Wealth Advisors
Florida
$2.45M +$26.7K +71 +1%
SFB
4069
STAR Financial Bank
Indiana
$2.45M -$230K -614 -9%
DCM
4070
Davis Capital Management
Florida
$2.45M +$546K +1,455 +29%
FCM
4071
Family Capital Management
Michigan
$2.45M +$112K +298 +5%
BPFA
4072
Barnes Pettey Financial Advisors
Mississippi
$2.45M -$52.6K -140 -2%
BMM
4073
Berkshire Money Management
Massachusetts
$2.44M -$482K -1,285 -16%
SHJ
4074
Sharkey, Howes & Javer
Colorado
$2.44M -$98.7K -263 -4%
GC
4075
Gruss & Co
Florida
$2.44M -$563K -1,500 -19%