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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 %
BWMG
4451
Barnes Wealth Management Group
California
$1.71M +$54.8K +146 +3%
HIM
4452
Hanlon Investment Management
New Jersey
$1.71M -$1.02M -2,709 -37%
HI
4453
Harper Investing
California
$1.71M +$226K +601 +15%
CWA
4454
Clarus Wealth Advisors
Arizona
$1.7M +$280K +717 +20%
MTIM
4455
Marathon Trading Investment Management
Pennsylvania
$1.7M -$73.4M -195,500 -98%
UIM
4456
Unified Investment Management
Georgia
$1.7M -$283K -754 -14%
RAM
4457
Readystate Asset Management
Illinois
$1.7M +$1.7M +4,531 New
NEAM
4458
New England Asset Management
Connecticut
$1.7M +$13.1K +35 +0.8%
CPG
4459
Cornerstone Planning Group
New Jersey
$1.7M +$718K +1,917 +73%
SWM
4460
SK Wealth Management
Rhode Island
$1.7M +$9.7K +27 +0.6%
RA
4461
Riverstone Advisors
Texas
$1.7M -$3K -8 -0.2%
KSWWM
4462
Keyes Stange & Wooten Wealth Management
Florida
$1.7M -$20.6K -55 -1%
CW
4463
Code Waechter
Florida
$1.7M -$154K -410 -8%
4A
4464
4Wealth Advisors
Illinois
$1.69M +$163K +433 +11%
HCC
4465
Hirtle Callaghan & Co
Pennsylvania
$1.69M -$11.6M -30,934 -87%
SA
4466
Sage Advisors
Colorado
$1.69M +$94.6K +252 +6%
CL
4467
COWA LLC
Oklahoma
$1.69M +$113K +300 +7%
BWM
4468
Bosman Wealth Management
California
$1.69M -$2.87M -7,633 -63%
BAM
4469
Bayshore Asset Management
Florida
$1.69M +$10.1K +27 +0.6%
AIP
4470
Alexis Investment Partners
Texas
$1.69M +$2.26K +6 +0.1%
EP
4471
Essential Planning
New Hampshire
$1.68M -$29.9M -79,572 -95%
SFP
4472
Strategic Financial Partners
Oregon
$1.68M -$8.26K -22 -0.5%
PPWM
4473
PFG Private Wealth Management
Florida
$1.68M -$16.1K -43 -1%
EFG
4474
Elios Financial Group
Ohio
$1.68M +$44.3K +118 +3%
VPP
4475
Vertex Planning Partners
Illinois
$1.68M -$14.3K -38 -0.8%