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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 %
GFG
4401
GR Financial Group
Arizona
$1.79M +$1.23M +3,264 +216%
DPW
4402
DiNuzzo Private Wealth
Pennsylvania
$1.79M -$6.01K -16 -0.3%
FFL
4403
Financial Freedom LLC
Ohio
$1.79M -$36.8K -98 -2%
DAS
4404
DMKC Advisory Services
Iowa
$1.78M -$10.1K -27 -0.6%
MWM
4405
Meritas Wealth Management
California
$1.78M -$9.76K -26 -0.5%
LI
4406
Latash Investments
Alaska
$1.78M
SOAG
4407
Silver Oak Advisory Group
Oregon
$1.78M -$16.5K -44 -0.9%
RGF
4408
Retirement Guys Formula
Ohio
$1.78M +$307K +818 +21%
SPAS
4409
Spectrum Planning & Advisory Services
California
$1.78M +$1.13K +3 +0.1%
LRWM
4410
Lord & Richards Wealth Management
Colorado
$1.78M +$959K +2,556 +117%
API
4411
Asset Planning Inc
California
$1.78M -$8.26K -22 -0.5%
WAOI
4412
Wealth Advisors of Iowa
Iowa
$1.78M -$18.8K -50 -1%
II
4413
Impact Investors
California
$1.77M
EFP
4414
Elser Financial Planning
Indiana
$1.77M +$40.9K +109 +2%
CWM
4415
Comprehensive Wealth Management
Washington
$1.77M +$36.4K +97 +2%
MWA
4416
MN Wealth Advisors
Kansas
$1.77M +$18K +48 +1%
AW
4417
Apricus Wealth
South Carolina
$1.77M +$154K +411 +10%
FYW
4418
Future You Wealth
New York
$1.77M -$25.9K -69 -1%
VC
4419
Veery Capital
Delaware
$1.77M +$90.1K +240 +5%
NJBEST
4420
New Jersey Better Educational Savings Trust
New Jersey
$1.77M
FWM
4421
FSA Wealth Management
Massachusetts
$1.76M +$110K +294 +7%
KCM
4422
KRS Capital Management
Michigan
$1.76M -$68.7K -183 -4%
WCM
4423
Windsor Capital Management
Arizona
$1.76M -$60.4K -161 -3%
EWM
4424
Endowment Wealth Management
Wisconsin
$1.76M -$4.13K -11 -0.2%
DP
4425
Denver PWM
Colorado
$1.76M +$1.05M +2,786 +147%