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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 %
ST
4726
Sageworth Trust
Pennsylvania
$1.24M -$45.8K -122 -4%
KLI
4727
Kelman-Lazarov Inc
Tennessee
$1.24M +$107K +285 +9%
OCG
4728
Opus Capital Group
Ohio
$1.24M +$131K +350 +12%
OFP
4729
OFC Financial Planning
New Jersey
$1.24M -$174K -463 -12%
PF
4730
Parker Financial
Washington
$1.24M +$1.5K +4 +0.1%
OFA
4731
Oak Family Advisors
Illinois
$1.23M -$4.01M -10,691 -76%
KCIC
4732
Kuhn & Co Investment Counsel
Illinois
$1.23M
KTM
4733
Keeler Thomas Management
Utah
$1.23M -$1.56M -4,154 -56%
IIA
4734
Integrity Investment Advisors
Colorado
$1.23M +$1.23M +3,286 New
SFC
4735
Sprinkle Financial Consultants
Colorado
$1.23M +$127K +337 +11%
WAM
4736
Wakefield Asset Management
Colorado
$1.23M +$1.23M +3,278 New
FPW
4737
Flywheel Private Wealth
California
$1.23M -$33.8K -90 -3%
FGG
4738
Financial Guidance Group
Florida
$1.23M +$68.3K +182 +6%
CIS
4739
Continental Investors Services
Washington
$1.23M +$101K +269 +9%
WCM
4740
Wallace Capital Management
Texas
$1.22M
SWM
4741
Shelton Wealth Management
Texas
$1.22M +$15.8K +42 +1%
AWP
4742
Astra Wealth Partners
New Jersey
$1.22M +$77.7K +207 +7%
HIS
4743
Harvest Investment Services
Illinois
$1.22M +$29.7K +79 +2%
PRTG
4744
Post Resch Tallon Group
New York
$1.22M -$23.9K -63 -2%
FWA
4745
FORM Wealth Advisors
Wisconsin
$1.22M +$1.22M +3,246 New
SGC
4746
Slocum, Gordon & Co
Rhode Island
$1.22M -$113K -300 -8%
AA
4747
AJ Advisors
Tennessee
$1.21M +$201K +536 +20%
KWM
4748
Koa Wealth Management
California
$1.21M -$5.26K -14 -0.4%
WCP
4749
Wick Capital Partners
Pennsylvania
$1.21M +$57.4K +153 +5%
HHWM
4750
Hiley Hunt Wealth Management
Nebraska
$1.21M -$62.3K -163 -5%