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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 %
GWM
4626
Greenhouse Wealth Management
Connecticut
$1.43M +$2.25K +6 +0.2%
NCM
4627
Next Capital Management
New York
$1.43M -$116K -308 -7%
SWMG
4628
Sard Wealth Management Group
Georgia
$1.43M +$1.13K +3 +0.1%
Harris Associates
4629
Harris Associates
Illinois
$1.43M +$22.9K +61 +2%
FFA
4630
Frazier Financial Advisors
Ohio
$1.42M +$53.7K +143 +4%
DWM
4631
Defined Wealth Management
Oregon
$1.42M +$28.9K +77 +2%
FWA
4632
FSC Wealth Advisors
New York
$1.42M +$25.5K +68 +2%
SWAG
4633
Spectrum Wealth Advisory Group
California
$1.42M +$2.63K +7 +0.2%
BA
4634
BIP Alliance
Georgia
$1.42M -$38.7K -103 -3%
TC
4635
Tacita Capital
Ontario, Canada
$1.42M +$18.8K +50 +1%
IFA
4636
Index Fund Advisors
California
$1.42M -$772K -2,056 -35%
FNWA
4637
Financial Network Wealth Advisors
Utah
$1.42M +$156K +415 +12%
RSWA
4638
Robinson Smith Wealth Advisors
Maine
$1.41M +$106K +283 +8%
ZC
4639
Zeit Capital
Colorado
$1.41M
FWM
4640
Foguth Wealth Management
Michigan
$1.4M -$32.3K -86 -2%
TF
4641
Tenon Financial
New Jersey
$1.4M
SWM
4642
SilverOak Wealth Management
Minnesota
$1.4M +$12.4K +33 +0.9%
SCM
4643
Saxony Capital Management
Missouri
$1.4M -$2.25K -6 -0.2%
AL
4644
ACAS LLC
California
$1.4M -$137K -321 -9%
BF
4645
Brogan Financial
Tennessee
$1.39M +$206K +549 +17%
AFA
4646
Avant Financial Advisors
Texas
$1.39M -$63.4K -169 -4%
VH
4647
Visionary Horizons
Tennessee
$1.39M +$81.1K +216 +6%
GWA
4648
Geometric Wealth Advisors
District of Columbia
$1.39M +$38.7K +103 +3%
NRW
4649
Nova R Wealth
Kansas
$1.39M +$46.6K +124 +3%
SFP
4650
Sterling Financial Planning
New Jersey
$1.38M -$9.76K -26 -0.7%