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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 %
VIM
4551
Vista Investment Management
Pennsylvania
$1.55M -$54.4K -145 -3%
PWM
4552
PMG Wealth Management
Illinois
$1.55M -$1.73M -4,603 -53%
WAG
4553
Wiser Advisor Group
Arizona
$1.54M +$60.1K +160 +4%
LPFG
4554
Landing Point Financial Group
Ohio
$1.54M +$63.1K +168 +4%
RCM
4555
RMR Capital Management
California
$1.54M
CFS
4556
Coordinated Financial Services
Colorado
$1.54M -$59.7K -159 -4%
PIA
4557
Panoramic Investment Advisors
Colorado
$1.54M +$97.6K +260 +7%
PFC
4558
Phocas Financial Corp
California
$1.53M -$50.7K -135 -3%
PS
4559
Portfolio Strategies
New York
$1.53M +$36.4K +97 +2%
IIM
4560
Ironwood Investment Management
Massachusetts
$1.53M -$3.38K -9 -0.2%
RF
4561
RHS Financial
California
$1.53M +$544K +1,450 +55%
JA
4562
JVL Associates
Michigan
$1.53M -$50.7K -135 -3%
NFGCM
4563
Norman Fields Gottscho Capital Management
New York
$1.52M
TW
4564
Towerpoint Wealth
California
$1.52M -$162K -432 -10%
GU
4565
Georgetown University
District of Columbia
$1.52M +$3K +8 +0.2%
GCL
4566
Gouws Capital LLC
North Carolina
$1.52M +$723K +1,926 +91%
WWA
4567
Wealth Watch Advisors
Colorado
$1.52M -$348K -923 -19%
MS
4568
Maven Securities
Jersey
$1.52M -$634K -1,688 -29%
LCG
4569
Lakeshore Capital Group
Illinois
$1.52M +$69.1K +184 +5%
NVIM
4570
New Vernon Investment Management
Illinois
$1.52M -$1.69M -4,508 -53%
FWA
4571
Flagship Wealth Advisors
Massachusetts
$1.51M +$375K +999 +33%
CWA
4572
Cascade Wealth Advisors
Washington
$1.51M -$11.6K -30 -0.8%
HTWM
4573
Hartmann Taylor Wealth Management
Texas
$1.51M +$1.51M +4,025 New
OIS
4574
OneAscent Investment Solutions
Alabama
$1.51M +$1.51M +4,023 New
RWM
4575
Reston Wealth Management
Virginia
$1.51M +$13.9K +37 +0.9%