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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 %
S
4426
SharpePoint
Arizona
$1.75M -$350K -889 -17%
WIA
4427
Wetzel Investment Advisors
Indiana
$1.75M -$57.1K -152 -3%
CC
4428
Cypress Capital
Tennessee
$1.75M -$1.88K -5 -0.1%
TFA
4429
Tobias Financial Advisors
Florida
$1.75M +$122K +326 +8%
MWM
4430
Momentous Wealth Management
Washington
$1.75M +$173K +462 +11%
SWM
4431
SFG Wealth Management
Maryland
$1.75M -$915K -2,437 -34%
PFG
4432
Prospect Financial Group
Virginia
$1.74M +$75.8K +202 +5%
MAG
4433
M3 Advisory Group
Massachusetts
$1.74M -$536K -1,428 -24%
FW
4434
Fidato Wealth
Ohio
$1.74M +$5.63K +15 +0.3%
GRQ
4435
Gardner Russo & Quinn
Pennsylvania
$1.73M -$126K -335 -7%
LRIC
4436
Long Road Investment Counsel
Michigan
$1.73M +$563K +1,500 +48%
DHC
4437
Drum Hill Capital
Connecticut
$1.73M +$23.7K +63 +1%
PP
4438
Postrock Partners
Oregon
$1.73M
SPL
4439
Smart Portfolios LLC
Washington
$1.73M -$1.88K -5 -0.1%
EA
4440
Eclectic Associates
California
$1.73M +$197K +525 +13%
PWC
4441
PYA Waltman Capital
Tennessee
$1.73M -$8.26K -22 -0.5%
CWA
4442
Clearview Wealth Advisors
Oregon
$1.73M -$18K -48 -1%
AM
4443
Account Management
Massachusetts
$1.72M
SFM
4444
Sphera Funds Management
Israel
$1.72M -$6.66M -17,735 -79%
CA
4445
Clune & Associates
Illinois
$1.72M -$2.63K -7 -0.2%
BAMG
4446
Brand Asset Management Group
Missouri
$1.72M +$24.4K +65 +1%
HA
4447
Hanover Advisors
South Carolina
$1.71M -$21K -56 -1%
HSG
4448
Helen Stephens Group
Texas
$1.71M +$33.8K +90 +2%
CMA
4449
Cedar Mountain Advisors
Oregon
$1.71M -$28.5K -76 -2%
GSWA
4450
Good Steward Wealth Advisors
Tennessee
$1.71M +$1.71M +4,556 New