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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 %
PP
4651
Pingora Partners
Wyoming
$1.38M -$65.7K -175 -5%
SFM
4652
Systematic Financial Management
New Jersey
$1.38M
MWM
4653
McNaughton Wealth Management
California
$1.38M +$199K +531 +17%
BAM
4654
Bosun Asset Management
Illinois
$1.37M -$65.3K -174 -5%
GFP
4655
Guardian Financial Partners
California
$1.37M -$13.9K -37 -1%
ICMM
4656
Integrated Capital Management (Michigan)
Michigan
$1.37M +$49.2K +131 +4%
PD
4657
Planning Directions
Pennsylvania
$1.37M +$306K +814 +29%
AIC
4658
Anthracite Investment Company
Texas
$1.36M -$826K -2,200 -38%
WCM
4659
Warburton Capital Management
Oklahoma
$1.36M +$376K +1,003 +38%
DMBA
4660
Deseret Mutual Benefit Administrators
Utah
$1.36M +$85.2K +227 +7%
RH
4661
RFG Holdings
Texas
$1.35M +$208K +553 +18%
SCM
4662
Seascape Capital Management
New Hampshire
$1.35M -$3.38K -9 -0.2%
BCA
4663
Bay Capital Advisors
Virginia
$1.35M -$129K -344 -9%
FWMM
4664
Foundation Wealth Management (Missouri)
Missouri
$1.35M -$123K -327 -8%
YCG
4665
Yeomans Consulting Group
Georgia
$1.35M -$136K -361 -9%
EARNEST Partners
4666
EARNEST Partners
Georgia
$1.34M
KA
4667
Kooman & Associates
Pennsylvania
$1.34M +$82.6K +220 +7%
LWM
4668
Lionsbridge Wealth Management
Florida
$1.34M -$274K -731 -17%
NFP
4669
Narus Financial Partners
Utah
$1.33M -$176K -468 -12%
BWP
4670
Bernardo Wealth Planning
Pennsylvania
$1.33M -$28.1K -75 -2%
SSC
4671
Syverson Strege & Co
Iowa
$1.33M +$676K +1,802 +104%
C
4672
Croban
Ohio
$1.33M -$11.3K -30 -0.8%
SHWM
4673
Smith & Howard Wealth Management
Georgia
$1.33M -$7.13K -19 -0.5%
WFA
4674
West Financial Advisors
Iowa
$1.33M
HPC
4675
Hobart Private Capital
North Carolina
$1.33M +$503K +1,341 +61%