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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 %
PPW
4701
Presilium Private Wealth
Pennsylvania
$1.29M -$55.9K -149 -4%
CIC
4702
Cornercap Investment Counsel
Georgia
$1.29M -$16.5K -44 -1%
KFSC
4703
Keystone Financial Services (Colorado)
Colorado
$1.28M +$247K +658 +24%
GCM
4704
Genus Capital Management
British Columbia, Canada
$1.28M +$1.28M +3,406 New
MBI
4705
May Barnhard Investments
Maryland
$1.28M +$87.5K +233 +7%
I2I
4706
Insight 2811 Inc
Illinois
$1.28M -$27.4K -73 -2%
TLA
4707
Tanglewood Legacy Advisors
Texas
$1.28M -$10.9K -29 -0.8%
MFA
4708
McClarren Financial Advisors
Pennsylvania
$1.28M +$1.28M +5,001 New
BAM
4709
Blueshift Asset Management
New Jersey
$1.27M +$40.2K +107 +3%
DM
4710
Diker Management
New York
$1.26M -$11.3K -30 -0.9%
BMC
4711
Bear Mountain Capital
Washington
$1.26M +$375K +953 +42%
RK
4712
Rather & Kittrell
Tennessee
$1.26M +$12.4K +33 +1%
YWM
4713
Yoder Wealth Management
California
$1.26M -$10.1K -27 -0.8%
CP
4714
Camelot Portfolios
Ohio
$1.26M +$998K +2,658 +384%
RFG
4715
Range Financial Group
Oregon
$1.26M +$8.63K +23 +0.7%
SSWG
4716
Seven Springs Wealth Group
Tennessee
$1.26M +$227K +606 +22%
VWWMG
4717
Vermillion & White Wealth Management Group
Pennsylvania
$1.25M -$8.26K -22 -0.7%
SIC
4718
Sage Investment Counsel
Tennessee
$1.25M -$3.75K -10 -0.3%
EFA
4719
Edge Financial Advisors
Illinois
$1.25M -$64.6K -172 -5%
VFP
4720
Verus Financial Partners
Virginia
$1.25M +$46.7K +121 +4%
DPI
4721
Diversified Portfolios Inc
Michigan
$1.24M -$466K -1,241 -27%
FWM
4722
FMB Wealth Management
California
$1.24M +$4.13K +11 +0.3%
OPOWM
4723
One Plus One Wealth Management
Florida
$1.24M +$41.3K +110 +3%
FFWA
4724
Forthright Family Wealth Advisory
Texas
$1.24M -$10.9K -29 -0.9%
BCM
4725
Birmingham Capital Management
Alabama
$1.24M +$161K +430 +15%