MSFT icon

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 %
CWA
4376
CJM Wealth Advisers
Virginia
$1.85M -$104K -277 -5%
MWS
4377
MFA Wealth Services
California
$1.84M -$94.6K -252 -5%
IFS
4378
Intelligent Financial Strategies
Minnesota
$1.84M -$303K -808 -14%
PSF
4379
Pacific Sun Financial
California
$1.84M +$195K +520 +12%
NA
4380
Nautilus Advisors
California
$1.83M -$212K -565 -10%
CG
4381
Curat Global
New Hampshire
$1.83M +$1.83M +4,880 New
MFA
4382
Morling Financial Advisors
California
$1.83M +$684K +1,822 +60%
KDA
4383
Kraft Davis & Associates
Missouri
$1.83M -$36.2K -99 -2%
CCP
4384
Cunning Capital Partners
North Carolina
$1.83M -$10.5K -28 -0.6%
CQWA
4385
Chokshi & Queen Wealth Advisors
California
$1.82M -$396K -1,055 -18%
PCFFS
4386
Pacific Center for Financial Services
California
$1.82M -$36.4K -97 -2%
MWM
4387
Mindset Wealth Management
Indiana
$1.82M +$256K +681 +16%
BWA
4388
BlueChip Wealth Advisors
Georgia
$1.82M +$31.2K +83 +2%
APM
4389
Advanced Portfolio Management
New York
$1.82M -$3.34M -8,896 -65%
MAM
4390
Mainsail Asset Management
Alabama
$1.81M +$98.4K +262 +6%
TCM
4391
Tang Capital Management
California
$1.81M +$530K +1,412 +41%
PBF
4392
Petix & Botte Financial
California
$1.8M -$22.5K -60 -1%
CFP
4393
Curran Financial Partners
South Carolina
$1.8M +$132K +351 +8%
NFTC
4394
North Forty Two & Co
Oregon
$1.8M -$68.7K -183 -4%
PS
4395
Planned Solutions
California
$1.8M +$134K +358 +8%
SWM
4396
Selective Wealth Management
Virginia
$1.8M +$34.2K +88 +2%
UOC
4397
UBS O'Connor
Illinois
$1.8M -$7.53M -20,050 -81%
Cohen & Steers
4398
Cohen & Steers
New York
$1.8M -$406K -1,082 -18%
SA
4399
SRN Advisors
Pennsylvania
$1.79M -$337K -899 -16%
AC
4400
ASB Consultores
Florida
$1.79M -$2M -5,335 -53%