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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 %
MAWCM
4351
Mine & Arao Wealth Creation & Management
California
$1.89M -$375 -1 -0%
CPM
4352
Connective Portfolio Management
New York
$1.88M
JWM
4353
Jacksonville Wealth Management
Florida
$1.88M -$18.8K -50 -1%
AW
4354
Avion Wealth
Texas
$1.88M +$3.79K +9 +0.2%
BOA
4355
Birnam Oak Advisors
New York
$1.88M
OIM
4356
Opus Investment Management
Massachusetts
$1.88M
CAS
4357
CTC Alternative Strategies
Illinois
$1.88M +$1.88M +5,000 New
SCM
4358
Soros Capital Management
New York
$1.88M +$1.88M +4,996 New
BCG
4359
BayBridge Capital Group
California
$1.87M +$49.2K +131 +3%
CHJWM
4360
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.87M +$136K +366 +8%
AV
4361
Aspiring Ventures
Ohio
$1.87M +$137K +316 +8%
BCM
4362
Brooktree Capital Management
Michigan
$1.87M -$718K -1,912 -28%
EA
4363
Echo45 Advisors
California
$1.86M +$73.2K +195 +4%
AP
4364
Atwood & Palmer
Missouri
$1.86M +$136K +363 +8%
MFT
4365
Moisand Fitzgerald Tamayo
Florida
$1.86M -$128K -340 -6%
BBW
4366
Blue Barn Wealth
Utah
$1.86M +$52.9K +141 +3%
CCA
4367
Cottonwood Capital Advisors
Utah
$1.86M -$274K -731 -13%
IPW
4368
Impact Partnership Wealth
Georgia
$1.86M +$5.26K +14 +0.3%
SDAM
4369
Shulman DeMeo Asset Management
New York
$1.86M +$7.13K +19 +0.4%
VIPI
4370
Vista Investment Partners II
Indiana
$1.86M +$118K +314 +7%
RWM
4371
Rezny Wealth Management
Florida
$1.86M +$212K +564 +13%
PCS
4372
Private Client Services
Kentucky
$1.86M -$588K -1,565 -24%
TWM
4373
TriaGen Wealth Management
California
$1.85M -$189K -503 -9%
BAM
4374
Broyhill Asset Management
North Carolina
$1.85M -$16.1K -43 -0.9%
SWIM
4375
Smallwood Wealth Investment Management
New Jersey
$1.85M -$39.4K -105 -2%