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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 %
FF
4326
Francis Financial
$1.93M -$1.59M -4,231 -45%
SC
4327
Seldon Capital
California
$1.92M -$4.02M -10,708 -68%
FWM
4328
Fingerlakes Wealth Management
New York
$1.92M -$53.3K -142 -3%
OTL
4329
Oak Thistle LLC
New York
$1.92M -$1.62M -4,310 -46%
MWM
4330
Maripau Wealth Management
Indiana
$1.91M +$189K +504 +11%
CWM
4331
CarsonAllaria Wealth Management
Illinois
$1.91M +$61.2K +163 +3%
IA
4332
IMZ Advisory
Florida
$1.91M -$40.2K -107 -2%
AIM
4333
Aigen Investment Management
New York
$1.91M +$1.47M +3,907 +328%
HWMC
4334
Heritage Wealth Management (California)
California
$1.91M +$56.7K +151 +3%
MSWM
4335
Mowery & Schoenfeld Wealth Management
Illinois
$1.91M +$762K +2,030 +66%
MWC
4336
MBM Wealth Consultants
Missouri
$1.91M +$27.8K +74 +1%
OWM
4337
Orgel Wealth Management
Wisconsin
$1.91M -$13.1K -35 -0.7%
WWA
4338
Wisconsin Wealth Advisors
Wisconsin
$1.91M +$98.4K +262 +5%
PAM
4339
Prodigy Asset Management
Nebraska
$1.9M -$25.9K -69 -1%
MCM
4340
Mainstay Capital Management
Michigan
$1.9M -$252K -670 -12%
AWM
4341
Austin Wealth Management
Texas
$1.9M +$780K +2,013 +69%
NWMG
4342
National Wealth Management Group
Ohio
$1.9M +$282K +750 +17%
TF
4343
Tudor Financial
Ohio
$1.9M +$751 +2 +0%
SCM
4344
Stordahl Capital Management
Colorado
$1.9M +$54.4K +145 +3%
APW
4345
Aurora Private Wealth
New Jersey
$1.9M -$214K -569 -10%
GWWM
4346
Great Waters Wealth Management
Minnesota
$1.89M -$119K -318 -6%
CFC
4347
Coyle Financial Counsel
Illinois
$1.89M +$656K +1,748 +53%
TF
4348
Tandem Financial
Colorado
$1.89M -$1.5K -4 -0.1%
4WM
4349
4J Wealth Management
Virginia
$1.89M +$206K +548 +12%
CP
4350
Castleview Partners
Texas
$1.89M -$338K -900 -15%