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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 %
BM
4526
Bridger Management
New York
$1.59M
SEM
4527
Strategic Equity Management
Arizona
$1.59M -$59.7K -159 -4%
1IA
4528
1620 Investment Advisors
Massachusetts
$1.59M -$253K -675 -14%
CPP
4529
Capasso Planning Partners
South Carolina
$1.58M -$63.4K -169 -4%
BIA
4530
Bell Investment Advisors
California
$1.58M -$7.88K -21 -0.5%
CSIA
4531
Conrad Siegel Investment Advisors
Pennsylvania
$1.58M +$29.3K +78 +2%
CIR
4532
Clear Investment Research
Georgia
$1.58M +$56.7K +151 +4%
CS
4533
Capital Square
Tennessee
$1.58M -$270K -719 -15%
MCM
4534
M1 Capital Management
Michigan
$1.58M -$51.4K -137 -3%
CA
4535
Crane Advisory
California
$1.58M +$1.55K +4 +0.1%
MSWMA
4536
Market Street Wealth Management Advisors
Indiana
$1.58M +$14.3K +38 +0.9%
YIM
4537
Yoffe Investment Management
Pennsylvania
$1.58M -$375 -1 -0%
CPL
4538
CAP Partners LLC
Tennessee
$1.58M -$124K -330 -7%
AAM
4539
Austin Asset Management
Texas
$1.57M -$378K -1,008 -19%
TFA
4540
Trinity Financial Advisors
Ohio
$1.57M +$29.5K +79 +2%
PWA
4541
Peterson Wealth Advisors
Utah
$1.57M +$17.2K +48 +1%
GSF
4542
Grove Street Fiduciary
New Hampshire
$1.57M +$413K +1,099 +36%
CJL
4543
Cyrus J. Lawrence
New York
$1.56M -$31.5M -83,999 -95%
HA
4544
Hofer & Associates
California
$1.56M +$23.7K +63 +2%
CMBA
4545
C.M. Bidwell & Associates
Hawaii
$1.56M -$63.1K -168 -4%
LFG
4546
Lockerman Financial Group
California
$1.56M -$11.6K -31 -0.7%
TIAM2
4547
Tru Independence Asset Management 2
Oregon
$1.56M -$149K -397 -9%
WCWM
4548
Willow Creek Wealth Management
California
$1.55M +$107K +285 +7%
VCM
4549
Verde Capital Management
Michigan
$1.55M +$161K +429 +12%
RA
4550
Rodgers & Associates
Pennsylvania
$1.55M -$90.1K -240 -5%