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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 %
AA
4676
ACT Advisors
North Carolina
$1.33M -$109K -291 -8%
EPW
4677
Endeavor Private Wealth
Kansas
$1.32M +$1.17M +3,128 +784%
MSWA
4678
Marshall & Sterling Wealth Advisors
New York
$1.32M +$278K +740 +27%
KL
4679
KilterHowling LLC
Colorado
$1.32M +$876 +2 +0.1%
CA
4680
Cresta Advisors
Texas
$1.32M +$68.3K +182 +5%
HWM
4681
Howard Wealth Management
Connecticut
$1.32M -$17.3K -46 -1%
CCA
4682
Coign Capital Advisors
Utah
$1.32M +$45.4K +121 +4%
PWP
4683
Parkwoods Wealth Partners
New York
$1.32M +$12K +32 +0.9%
AC
4684
AWM Capital
Arizona
$1.31M -$24.8K -66 -2%
VW
4685
Veridan Wealth
Oregon
$1.31M +$26.3K +70 +2%
RIA
4686
Richwood Investment Advisors
Ohio
$1.31M +$227K +604 +21%
SP
4687
SWS Partners
Ohio
$1.31M +$93.5K +249 +8%
WFA
4688
Wade Financial Advisory
California
$1.31M +$10.9K +29 +0.8%
SFA
4689
Seneca Financial Advisors
New York
$1.31M -$28.2K -75 -2%
BMD
4690
Better Money Decisions
New Mexico
$1.31M +$270K +718 +26%
WA
4691
Westfuller Advisors
New York
$1.31M +$167K +444 +15%
C1AG
4692
Client 1st Advisory Group
Florida
$1.3M +$212K +565 +19%
NC
4693
North Capital
Utah
$1.29M +$1.29M +3,448 New
FSWA
4694
Financial Synergies Wealth Advisors
Texas
$1.29M +$54.4K +145 +4%
ACA
4695
Ackerman Capital Advisors
Texas
$1.29M
BC
4696
Brio Consultants
California
$1.29M +$17.6K +47 +1%
EWM
4697
Echo Wealth Management
Minnesota
$1.29M +$39.4K +105 +3%
I
4698
IMPACTfolio
Colorado
$1.29M -$156K -415 -11%
CAWM
4699
Capital A Wealth Management
Pennsylvania
$1.29M -$21.8K -58 -2%
VPF
4700
Vantage Point Financial
Illinois
$1.29M +$211K +562 +20%