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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 %
ACM
4201
Ascent Capital Management
Oregon
$2.2M +$17.3K +46 +0.8%
AFA
4202
Antonelli Financial Advisors
Michigan
$2.2M -$224K -598 -9%
RFS
4203
Richardson Financial Services
Massachusetts
$2.2M -$12K -32 -0.5%
RI
4204
Rinkey Investments
California
$2.2M +$20.6K +55 +0.9%
RA
4205
Ruggaard & Associates
Ohio
$2.2M -$150K -400 -6%
PWM
4206
Paulson Wealth Management
Illinois
$2.2M -$76.2K -203 -3%
HFS
4207
Hoge Financial Services
Pennsylvania
$2.2M +$385K +1,025 +21%
MWP
4208
Meriwether Wealth & Planning
Louisiana
$2.2M +$280K +747 +15%
TAM
4209
Tealwood Asset Management
Minnesota
$2.2M -$1.09M -2,900 -33%
IWP
4210
Innova Wealth Partners
Pennsylvania
$2.2M +$32.3K +86 +1%
UIA
4211
Ulland Investment Advisors
Minnesota
$2.19M -$339K -904 -13%
CGH
4212
CMG Global Holdings
Texas
$2.19M -$545K -1,408 -20%
PPA
4213
Painted Porch Advisors
California
$2.18M -$31.5K -84 -1%
MEAC
4214
M.E. Allison & Co
Texas
$2.18M +$77.7K +207 +4%
PFA
4215
Petra Financial Advisors
Colorado
$2.18M -$33.8K -90 -2%
SCM
4216
Sage Capital Management
New Jersey
$2.18M -$398K -1,061 -15%
ACMA
4217
Arbor Capital Management (Alaska)
Alaska
$2.18M +$93.6K +246 +4%
PCM
4218
Portolan Capital Management
Massachusetts
$2.18M -$395K -1,051 -15%
JFG
4219
JMG Financial Group
Illinois
$2.18M +$67.2K +179 +3%
O3W
4220
Omni 360 Wealth
New Jersey
$2.17M +$57.1K +152 +3%
CWA
4221
Centennial Wealth Advisory
Michigan
$2.16M +$250K +667 +13%
LWM
4222
Level Wealth Management
North Carolina
$2.16M +$4.13K +11 +0.2%
FHB
4223
First Hawaiian Bank
Hawaii
$2.16M -$29.2M -77,773 -93%
PPH
4224
Pure Portfolios Holdings
Oregon
$2.16M -$234K -624 -10%
JHC
4225
J. Hagan Capital
Kentucky
$2.16M +$2.16M +5,118 New