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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 %
SRWM
4101
Shira Ridge Wealth Management
California
$2.4M +$49.9K +133 +2%
AWP
4102
Atlas Wealth Partners
Pennsylvania
$2.4M -$12K -32 -0.5%
HCP
4103
Hexagon Capital Partners
Arkansas
$2.4M -$33.4K -89 -1%
ACP
4104
Aveo Capital Partners
Colorado
$2.4M -$2.34M -5,390 -49%
BL
4105
Balentine LLC
Georgia
$2.4M +$968K +2,578 +68%
CP
4106
Creekside Partners
California
$2.4M +$22.1K +59 +0.9%
NP
4107
Ninepoint Partners
Ontario, Canada
$2.39M -$199K -529 -8%
WFM
4108
Wolff Financial Management
Michigan
$2.39M +$375 +1 +0%
DCM
4109
Driehaus Capital Management
Illinois
$2.39M +$472K +1,257 +25%
NCM
4110
Neumann Capital Management
California
$2.38M
KIG
4111
Kennedy Investment Group
New Jersey
$2.38M +$146K +388 +7%
CWM
4112
Cherrydale Wealth Management
New Jersey
$2.38M -$95.7K -255 -4%
ACC
4113
Acorn Creek Capital
Colorado
$2.38M -$157K -418 -6%
MTC
4114
Matrix Trust Company
Colorado
$2.38M +$97.2K +259 +4%
TCM
4115
Towercrest Capital Management
Pennsylvania
$2.37M -$1.73M -4,606 -42%
B
4116
Birchbrook
Maine
$2.37M +$8.63K +23 +0.4%
TBWA
4117
Three Bridge Wealth Advisors
California
$2.37M +$34.9K +93 +1%
LF
4118
Lighthouse Financial
Florida
$2.37M
CRIG
4119
Charter Research & Investment Group
Connecticut
$2.37M +$56.3K +150 +2%
ACM
4120
Aurdan Capital Management
Pennsylvania
$2.37M -$18.8K -50 -0.8%
PPW
4121
Pasadena Private Wealth
California
$2.37M +$898K +2,392 +61%
WDC
4122
Woodward Diversified Capital
California
$2.37M +$136K +362 +6%
TPW
4123
Talon Private Wealth
Florida
$2.37M +$237K +623 +11%
PCWA
4124
Pacific Capital Wealth Advisors
California
$2.36M +$751 +2 +0%
PFA
4125
Pathway Financial Advisors
Vermont
$2.36M -$9.01K -24 -0.4%