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 %
LFASL
4151
Lugano Financial Advisors SA (LFA)
Switzerland
$2.31M +$69.8K +186 +3%
MWM
4152
MorganRosel Wealth Management
Colorado
$2.31M -$751 -2 -0%
SWM
4153
Seed Wealth Management
Illinois
$2.31M -$7.51K -20 -0.3%
CBOR
4154
Community Bank of Raymore
Missouri
$2.3M +$297K +792 +15%
AIC
4155
Argus Investors Counsel
New York
$2.3M -$253K -675 -10%
XSC
4156
X-Square Capital
Puerto Rico
$2.3M -$11.6K -31 -0.5%
SFG
4157
Seamount Financial Group
Colorado
$2.3M +$133K +355 +6%
BDWCC
4158
B&D White Capital Company
Texas
$2.3M +$1.42M +3,792 +163%
CNBOF
4159
City National Bank of Florida
Florida
$2.3M +$371K +987 +19%
PWA
4160
Prairie Wealth Advisors
Nebraska
$2.3M -$40.5K -108 -2%
TWM
4161
Trevian Wealth Management
Massachusetts
$2.29M -$64.2K -171 -3%
PG
4162
Prostatis Group
Maryland
$2.29M +$36.4K +97 +2%
CWA
4163
CogentBlue Wealth Advisors
Tennessee
$2.29M -$2.34M -6,239 -51%
EWP
4164
Elevation Wealth Partners
California
$2.29M -$110K -294 -5%
BBPWM
4165
Blue Bell Private Wealth Management
Pennsylvania
$2.28M +$68.7K +183 +3%
RWA
4166
Rooted Wealth Advisors
Illinois
$2.28M -$14.4K -40 -0.6%
AWM
4167
Arista Wealth Management
Nevada
$2.28M +$21.8K +58 +1%
BHWM
4168
Beaird Harris Wealth Management
Texas
$2.27M -$93.5K -249 -4%
DFP
4169
Defined Financial Planning
California
$2.27M -$456K -1,193 -17%
CWA
4170
Cura Wealth Advisors
Illinois
$2.27M +$549K +1,463 +32%
CG
4171
Clifford Group
Massachusetts
$2.27M -$61.2K -163 -3%
SFS
4172
Security Financial Services
Indiana
$2.27M +$4.13K +11 +0.2%
PBO
4173
Peoples Bank (Ohio)
Ohio
$2.26M -$531K -1,414 -19%
CCM
4174
Check Capital Management
California
$2.26M +$13.1K +35 +0.6%
Betterment LLC
4175
Betterment LLC
New York
$2.26M -$18.8K -50 -0.8%