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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 %
FMP
4251
Financial Management Professionals
Texas
$2.08M -$112K -298 -5%
EE
4252
EWG Elevate
California
$2.08M -$74K -197 -3%
SHF
4253
Safe Harbor Fiduciary
Florida
$2.08M +$1.63M +4,354 +367%
PFM
4254
Potomac Fund Management
Florida
$2.08M +$222K +617 +12%
AWM
4255
Accredited Wealth Management
Kentucky
$2.08M +$105K +281 +5%
SP
4256
Sequent Planning
Nebraska
$2.07M +$208K +555 +11%
SI
4257
Stonekeep Investments
New Mexico
$2.07M +$5.26K +14 +0.3%
EMCIP
4258
Ewing Morris & Co Investment Partners
Ontario, Canada
$2.07M +$100K +186 +5%
TCM
4259
TruNorth Capital Management
Michigan
$2.07M +$874K +2,329 +73%
PP
4260
PrairieView Partners
Minnesota
$2.07M +$56.7K +151 +3%
FAN
4261
Financial Advisors Network
California
$2.07M +$21.4K +57 +1%
GSAM
4262
Grant Street Asset Management
Pennsylvania
$2.07M -$375 -1 -0%
APW
4263
Acima Private Wealth
Virginia
$2.07M -$695K -1,852 -25%
RWMH
4264
Riverpoint Wealth Management Holdings
Illinois
$2.07M +$3.38K +9 +0.2%
GIM
4265
Groesbeck Investment Management
New Jersey
$2.07M
EWA
4266
ERTS Wealth Advisors
Michigan
$2.07M -$85.2K -227 -4%
CMANY
4267
Capital Management Associates (New York)
New York
$2.06M -$2.06M -5,492 -50%
CPA
4268
Cathy Pareto & Associates
Florida
$2.06M +$745K +1,984 +56%
LF
4269
LifePlan Financial
Minnesota
$2.06M +$119K +317 +6%
SFG
4270
Sterling Financial Group
California
$2.06M +$503K +1,339 +32%
FTA
4271
Financial & Tax Architects
Missouri
$2.06M +$52.2K +139 +3%
WCA
4272
Waratah Capital Advisors
Ontario, Canada
$2.05M -$34.1M -90,773 -94%
DA
4273
Doliver Advisors
Texas
$2.05M -$20.6K -55 -1%
FFM
4274
Flagstone Financial Management
Nebraska
$2.05M +$375 +1 +0%
WCP
4275
Wealthcare Capital Partners
Pennsylvania
$2.05M +$50.3K +134 +3%