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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 %
WAM
4226
WealthTrust Asset Management
Florida
$2.16M -$130K -346 -6%
ADBIC
4227
A.D. Beadell Investment Counsel
Wisconsin
$2.15M -$155K -412 -7%
AWM
4228
Apex Wealth Management
New Hampshire
$2.15M +$102K +273 +5%
SFPG
4229
Stonebridge Financial Planning Group
Florida
$2.15M -$9.38K -25 -0.4%
PMG
4230
Private Management Group
California
$2.15M -$432K -1,152 -17%
3F
4231
360 Financial
Minnesota
$2.14M +$35.3K +94 +2%
TCB
4232
Texas Capital Bancshares
Texas
$2.13M +$98.7K +263 +5%
LC
4233
Lavaca Capital
Texas
$2.12M -$51.1K -136 -2%
PCMN
4234
Paradigm Capital Management (Nevada)
Nevada
$2.12M -$158K -421 -7%
AWM
4235
Abound Wealth Management
Tennessee
$2.11M -$4.88K -13 -0.2%
HIG
4236
Heritage Investment Group
Florida
$2.11M +$58.6K +156 +3%
CAM
4237
Concorde Asset Management
Michigan
$2.11M +$99.3K +255 +5%
AWMG
4238
Alliance Wealth Management Group
New Jersey
$2.11M
WA
4239
WPG Advisers
Maryland
$2.11M +$21.8K +58 +1%
PFM
4240
Phillips Financial Management
Indiana
$2.11M -$33K -88 -2%
EPA
4241
Element Pointe Advisors
Florida
$2.11M -$285K -759 -12%
EMAM
4242
Encompass More Asset Management
California
$2.1M -$97.2K -259 -4%
MAM
4243
Marotta Asset Management
Virginia
$2.09M +$118K +274 +6%
CAG
4244
Centerpoint Advisory Group
Kansas
$2.09M -$34.5K -92 -2%
SA
4245
swisspartners Advisors
Switzerland
$2.09M +$1.88M +5,666 +885%
PWM
4246
Partners Wealth Management
California
$2.09M -$3.38K -9 -0.2%
MWM
4247
Maridea Wealth Management
New York
$2.09M -$170K -454 -8%
CAM
4248
Campion Asset Management
Virginia
$2.09M
SA
4249
SRH Advisors
Kansas
$2.09M -$187K -498 -8%
SGWM
4250
Sterling Group Wealth Management
California
$2.09M +$5.63K +15 +0.3%