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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 %
HWP
4301
Heritage Wealth Partners
Ohio
$1.98M -$821K -2,188 -29%
TCMP
4302
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.97M -$945K -2,518 -32%
PRI
4303
Prepared Retirement Institute
Pennsylvania
$1.97M -$150K -399 -7%
SM
4304
Samjo Management
New York
$1.97M
KWM
4305
KFG Wealth Management
Indiana
$1.97M -$113K -301 -5%
WG
4306
Winton Group
United Kingdom
$1.97M -$1.78M -4,750 -48%
AIA
4307
Armor Investment Advisors
North Carolina
$1.96M +$2.25K +6 +0.1%
KWM
4308
Kaydan Wealth Management
Michigan
$1.96M +$113K +300 +6%
CTC
4309
Corundum Trust Company
South Dakota
$1.96M -$175K -466 -8%
PWM
4310
Palacios Wealth Management
Florida
$1.96M -$5.63K -15 -0.3%
CA
4311
Crumly & Associates
Illinois
$1.96M +$220K +585 +13%
ICM
4312
Intrepid Capital Management
Florida
$1.96M +$268K +714 +16%
TWM
4313
Tolleson Wealth Management
Texas
$1.96M -$800K -2,132 -29%
CGF
4314
Constant Guidance Financial
Massachusetts
$1.96M +$275K +733 +16%
CWMS
4315
Cannon Wealth Management Services
North Carolina
$1.96M -$166K -382 -8%
PGCM
4316
Prescott Group Capital Management
Oklahoma
$1.95M +$263K +701 +16%
ACM
4317
Absolute Capital Management
Pennsylvania
$1.95M -$17.6K -47 -0.9%
BWS
4318
Broadway Wealth Solutions
Texas
$1.95M -$111K -296 -5%
WCBA
4319
Weaver C. Barksdale & Associates
Tennessee
$1.94M -$46.2K -123 -2%
LWM
4320
LeConte Wealth Management
Tennessee
$1.94M +$1.94M +5,162 New
DI
4321
Disciplined Investors
Texas
$1.94M +$7.88K +21 +0.4%
RAS
4322
RPS Advisory Solutions
Kentucky
$1.93M +$154K +409 +9%
RP
4323
Riverwater Partners
Wisconsin
$1.93M +$314K +836 +19%
TPWM
4324
Twelve Points Wealth Management
Massachusetts
$1.93M +$67.2K +179 +4%
IAG
4325
Investmark Advisory Group
Connecticut
$1.93M -$18.4K -49 -0.9%