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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 %
KC
4576
Katamaran Capital
United Kingdom
$1.51M +$205K +546 +16%
R
4577
Rebalance
California
$1.51M -$101K -270 -6%
PIM
4578
Profit Investment Management
Maryland
$1.51M -$177K -471 -11%
CRFG
4579
Columbia River Financial Group
Washington
$1.5M -$2.25K -6 -0.1%
WBWA
4580
William B. Walkup & Associates
South Carolina
$1.5M +$211K +562 +16%
FWSM
4581
First Wilshire Securities Management
California
$1.5M
JRCM
4582
Jones Road Capital Management
New York
$1.5M +$1.5M +4,000 New
TFF
4583
The Family Firm
Maryland
$1.5M -$12.6M -33,476 -89%
HCP
4584
Hardin Capital Partners
South Carolina
$1.5M +$27K +72 +2%
OAJ
4585
Ogorek Anthony Joseph
New York
$1.5M -$628K -1,673 -30%
WAM
4586
Worth Asset Management
Texas
$1.49M -$7.51K -20 -0.5%
ACM
4587
Armbruster Capital Management
New York
$1.49M -$17.3K -46 -1%
CastleKeep Investment Advisors
4588
CastleKeep Investment Advisors
Connecticut
$1.49M +$31.5K +84 +2%
SPI
4589
Santori & Peters Inc
Pennsylvania
$1.49M +$42.4K +113 +3%
PWM
4590
Pinnacle Wealth Management
California
$1.49M -$537K -1,431 -27%
HWA
4591
HMV Wealth Advisors
Louisiana
$1.49M -$238K -634 -14%
PA
4592
Promethium Advisors
Maryland
$1.49M -$431K -1,148 -22%
CWM
4593
Centricity Wealth Management
Ohio
$1.49M
BFS
4594
Burr Financial Services
California
$1.48M -$488K -1,300 -25%
VBWMG
4595
Von Berge Wealth Management Group
California
$1.48M -$96.4K -249 -6%
BGA
4596
Battery Global Advisors
Massachusetts
$1.48M +$751 +2 +0.1%
SFS
4597
Sharp Financial Services
Pennsylvania
$1.47M +$512K +1,363 +53%
WMN
4598
Wealth Management Nebraska
Nebraska
$1.47M +$409K +1,089 +39%
SPP
4599
Single Point Partners
Massachusetts
$1.47M +$276K +736 +23%
BWM
4600
Blossom Wealth Management
California
$1.47M -$226K -601 -13%