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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 %
DFS
4276
Dixon Fnancial Services
California
$2.05M -$9.01K -24 -0.4%
HCA
4277
Heck Capital Advisors
Wisconsin
$2.05M +$787K +2,096 +63%
SMG
4278
Smart Money Group
Texas
$2.04M +$368K +981 +22%
IPWA
4279
International Private Wealth Advisors
California
$2.03M +$101K +269 +5%
AIA
4280
Accelerate Investment Advisors
California
$2.03M +$243K +647 +14%
MWM
4281
MFG Wealth Management
Indiana
$2.03M +$12K +32 +0.6%
DWM
4282
Dogwood Wealth Management
Kansas
$2.02M +$328K +875 +19%
GCWM
4283
Guided Capital Wealth Management
Texas
$2.02M +$551K +1,468 +37%
PPWM
4284
Perissos Private Wealth Management
Oklahoma
$2.02M -$1.96M -5,231 -49%
HFP
4285
Holistic Financial Partners
Indiana
$2.02M +$31.2K +83 +2%
MCP
4286
Martin Capital Partners
Oregon
$2.02M -$132K -352 -6%
NCG
4287
Newport Capital Group
New Jersey
$2.01M +$220K +585 +12%
FIBT
4288
First International Bank & Trust
North Dakota
$2.01M -$187K -497 -8%
MCM
4289
Mainstream Capital Management
California
$2.01M +$81.5K +217 +4%
TA
4290
TrueWealth Advisors
Alabama
$2.01M -$117K -312 -6%
RCI
4291
RS Crum Inc
California
$2.01M +$102K +273 +5%
YWS
4292
Yarger Wealth Strategies
Ohio
$2M +$9.01K +24 +0.5%
OPPS
4293
Obsidian Personal Planning Solutions
Maryland
$2M -$14.2K -36 -0.7%
CIG
4294
Cascade Investment Group
Colorado
$2M -$139K -370 -7%
PA
4295
PSI Advisors
Florida
$1.99M -$362K -963 -15%
SWIG
4296
Strategic Wealth Investment Group
Kentucky
$1.99M -$24.6M -65,593 -93%
MAM
4297
MMA Asset Management
Pennsylvania
$1.99M +$316K +842 +19%
HWA
4298
Hilltop Wealth Advisors
North Carolina
$1.99M +$78.5K +209 +4%
KPWG
4299
KFA Private Wealth Group
Virginia
$1.98M +$213K +568 +12%
ACA
4300
Ascension Capital Advisors
Texas
$1.98M