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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 %
CCMI
4601
Creative Capital Management Investments
California
$1.47M +$6.76K +18 +0.5%
RFN
4602
Redwood Financial Network
Ohio
$1.46M +$72.1K +192 +5%
QFPS
4603
Quantum Financial Planning Services
Washington
$1.46M +$748K +1,993 +105%
BPWM
4604
Black Point Wealth Management
Florida
$1.46M -$15.6M -41,499 -91%
JCFM
4605
JBR Co Financial Management
Oklahoma
$1.46M +$179K +478 +14%
IA
4606
Inspire Advisors
Idaho
$1.46M +$382K +1,017 +35%
MCIA
4607
Mountain Capital Investment Advisors
Colorado
$1.46M +$79.8K +206 +6%
PI
4608
Pachira Investments
California
$1.46M -$220K -582 -13%
PGWM
4609
Pitti Group Wealth Management
New York
$1.46M -$12.4K -33 -0.8%
PAG
4610
Paladin Advisory Group
Iowa
$1.45M -$62.3K -166 -4%
WCM
4611
Winebrenner Capital Management
Kentucky
$1.45M
IWA
4612
IVC Wealth Advisors
Pennsylvania
$1.45M +$425K +1,133 +41%
VAMG
4613
Voisard Asset Management Group
Michigan
$1.45M +$751 +2 +0.1%
IDA
4614
Intelligence Driven Advisers
California
$1.45M -$36K -96 -2%
GC
4615
Gibson Capital
Pennsylvania
$1.45M +$47.3K +126 +3%
CCA
4616
Cadent Capital Advisors
Oklahoma
$1.45M -$172K -457 -11%
SCI
4617
Silver Coast Investments
United States
$1.44M +$89.7K +239 +7%
GFL
4618
Granite FO LLC
New Hampshire
$1.44M
PWMG
4619
Private Wealth Management Group
New Jersey
$1.44M +$60.8K +162 +4%
FS
4620
Ferguson Shapiro
Georgia
$1.44M -$7.88K -21 -0.5%
WMWM
4621
Whitaker-Myers Wealth Managers
Ohio
$1.44M -$179K -476 -11%
VIP
4622
Viewpoint Investment Partners
Alberta, Canada
$1.44M +$1.44M +3,836 New
PIA
4623
Powell Investment Advisors
Florida
$1.44M +$119K +316 +9%
BW
4624
BXM Wealth
Colorado
$1.44M +$236K +627 +20%
ACP
4625
Arcus Capital Partners
Georgia
$1.44M +$30.8K +82 +2%