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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 %
EGWAG
4076
Elwood & Goetz Wealth Advisory Group
Georgia
$2.44M -$730K -1,944 -23%
MCM
4077
Magnolia Capital Management
New York
$2.44M
CWMGP
4078
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.44M -$425K -1,132 -15%
SWG
4079
Summit Wealth Group
Vermont
$2.43M -$16.9K -45 -0.7%
VWA
4080
VSM Wealth Advisory
Maryland
$2.43M -$8.26K -22 -0.3%
WLIM
4081
White Lighthouse Investment Management
Massachusetts
$2.43M +$83K +221 +4%
CA
4082
CWC Advisors
Oregon
$2.43M +$986K +2,626 +68%
OAS
4083
Optivise Advisory Services
Tennessee
$2.43M +$67.9K +181 +3%
EHWM
4084
Eads & Heald Wealth Management
Georgia
$2.43M -$55.9K -149 -2%
VAF
4085
Values Added Financial
District of Columbia
$2.43M -$168K -448 -6%
RDFA
4086
Ritter Daniher Financial Advisory
Ohio
$2.42M -$21.4K -57 -0.9%
DGM
4087
Delta Global Management
New York
$2.42M -$43.7M -116,417 -95%
FA
4088
Fiducient Advisors
Illinois
$2.42M -$1.99M -5,304 -45%
RA
4089
RoundAngle Advisors
New Jersey
$2.42M +$36.8K +98 +2%
HFS
4090
Hopwood Financial Services
Virginia
$2.42M +$72.1K +192 +3%
EWM
4091
Elmwood Wealth Management
California
$2.42M -$46.5K -124 -2%
OCPWS
4092
One Charles Private Wealth Services
Massachusetts
$2.41M +$46.5K +124 +2%
PSCM
4093
Per Stirling Capital Management
Texas
$2.41M -$90.1K -240 -4%
RW
4094
RVW Wealth
California
$2.41M -$122K -325 -5%
RCM
4095
Requisite Capital Management
Texas
$2.41M -$850K -2,264 -26%
MWPCG
4096
Measured Wealth Private Client Group
New Hampshire
$2.41M -$226K -601 -9%
HPBT
4097
Hickory Point Bank & Trust
Illinois
$2.41M +$154K +411 +7%
W
4098
WealthCollab
Washington
$2.41M +$8.26K +22 +0.3%
FWP
4099
Fiduciary Wealth Partners
Massachusetts
$2.41M +$2.41M +6,411 New
TVAMP
4100
Tennessee Valley Asset Management Partners
Tennessee
$2.41M -$70.2K -187 -3%