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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 %
HS
4126
Horan Securities
United States
$2.36M -$156K -415 -6%
WFA
4127
WestHill Financial Advisors
California
$2.36M -$192K -511 -8%
CCA
4128
Carrera Capital Advisors
Michigan
$2.36M +$226K +601 +11%
JTWM
4129
Jackson Thornton Wealth Management
Alabama
$2.36M -$80.2K -218 -3%
UWM
4130
USAdvisors Wealth Management
Minnesota
$2.36M +$217K +577 +10%
GSC
4131
G&S Capital
Colorado
$2.36M +$34.2K +91 +1%
TFCP
4132
Twin Focus Capital Partners
Massachusetts
$2.36M -$141K -375 -6%
TFP
4133
TrueWealth Financial Partners
Washington
$2.36M -$18.8K -50 -0.8%
DAM
4134
Doheny Asset Management
California
$2.35M +$18.8K +50 +0.8%
AWA
4135
ARQ Wealth Advisors
Arizona
$2.35M -$24.4K -65 -1%
WI
4136
WBI Investments
New Jersey
$2.35M +$2.35M +6,257 New
WTFG
4137
Wood Tarver Financial Group
Idaho
$2.34M +$30K +80 +1%
AWC
4138
Adamsbrown Wealth Consultants
Kansas
$2.34M +$98.4K +262 +4%
RI
4139
Ridgewood Investments
New Jersey
$2.34M +$760K +2,024 +48%
HFAS
4140
Hummer Financial Advisory Services
Illinois
$2.33M +$45K +120 +2%
TIP
4141
Tandem Investment Partners
New Jersey
$2.33M -$3.75K -10 -0.2%
FWI
4142
Facet Wealth Inc
Maryland
$2.33M +$47.5K +109 +2%
GPW
4143
Genesis Private Wealth
Virginia
$2.33M +$37.5K +100 +2%
NIA
4144
NIA Impact Advisors
California
$2.33M -$221K -590 -9%
CWMGO
4145
Capstone Wealth Management Group (Oregon)
Oregon
$2.33M -$87.5K -233 -4%
FFO
4146
Fortitude Family Office
Arizona
$2.33M -$864K -2,302 -27%
AF
4147
Abound Financial
California
$2.33M -$82.2K -219 -3%
PPC
4148
Pennington Partners & Co
Maryland
$2.32M -$1.29M -3,443 -36%
GFA
4149
Gallagher Fiduciary Advisors
Illinois
$2.32M -$661K -1,760 -22%
SCM
4150
Stevens Capital Management
Pennsylvania
$2.31M -$2.52M -6,712 -52%