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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 %
GIM
4176
Guild Investment Management
California
$2.26M -$2.63K -7 -0.1%
TF
4177
TLWM Financial
Texas
$2.26M +$49.6K +132 +2%
IP
4178
Integras Partners
Georgia
$2.26M +$375 +1 +0%
VFM
4179
Viking Fund Management
North Dakota
$2.25M
GFG
4180
Greenbush Financial Group
New York
$2.25M +$122K +326 +6%
QP
4181
Quartz Partners
New York
$2.25M -$255K -679 -10%
NFG
4182
Northeast Financial Group
Pennsylvania
$2.24M +$161K +429 +8%
LD
4183
Lipe & Dalton
New York
$2.24M -$186K -495 -8%
NWAG
4184
Net Worth Advisory Group
Utah
$2.24M +$72.5K +193 +3%
IA
4185
IFG Advisors
Missouri
$2.24M +$1.5K +4 +0.1%
UFA
4186
US Financial Advisors
Massachusetts
$2.23M +$168K +447 +8%
GPWM
4187
Grant Private Wealth Management
California
$2.23M -$2.98K -8 -0.1%
MIM
4188
Macroview Investment Management
Maryland
$2.23M +$129K +343 +6%
JWWM
4189
Johnson & White Wealth Management
Pennsylvania
$2.23M +$40.2K +107 +2%
PWA
4190
PCG Wealth Advisors
Kansas
$2.23M -$344K -916 -13%
LGA
4191
Lebenthal Global Advisors
New York
$2.22M -$344K -916 -13%
HC
4192
Hara Capital
Washington
$2.22M -$3.82M -10,169 -63%
WWM
4193
Waterway Wealth Management
Texas
$2.22M +$453K +1,208 +26%
PA
4194
Pineridge Advisors
Missouri
$2.22M -$3.44M -9,167 -61%
PC
4195
Promus Capital
Illinois
$2.22M +$51K +136 +2%
MPW
4196
Magnolia Private Wealth
Pennsylvania
$2.22M +$283K +753 +15%
RIS
4197
Retirement Income Solutions
Michigan
$2.21M -$51.4K -137 -2%
IWA
4198
Inspirion Wealth Advisors
Illinois
$2.2M +$100K +267 +5%
VBFP
4199
Valtinson Bruner Financial Planning
Minnesota
$2.2M +$57.4K +153 +3%
GWAG
4200
Garrett Wealth Advisory Group
Texas
$2.2M +$691K +1,842 +46%