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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 %
DWA
4751
Dougherty Wealth Advisers
Minnesota
$1.21M
RW
4752
REDW Wealth
New Mexico
$1.21M -$1.71M -4,545 -59%
MFS
4753
Miller Financial Services
Michigan
$1.21M -$670K -1,786 -36%
GWSA
4754
Global Wealth Strategies & Associates
Colorado
$1.21M +$25.2K +67 +2%
CCM
4755
Chiron Capital Management
Florida
$1.2M +$194K +518 +19%
CFG
4756
Copley Financial Group
California
$1.2M +$51.1K +136 +4%
CWD
4757
Clarity Wealth Development
Oregon
$1.2M +$3.95K +10 +0.3%
WA
4758
WESPAC Advisors
California
$1.2M +$10.5K +28 +0.9%
WWM
4759
Wiser Wealth Management
Georgia
$1.2M +$39K +104 +3%
MFC
4760
Morris Financial Concepts
South Carolina
$1.2M +$13.5K +36 +1%
PSA
4761
Plum Street Advisors
Louisiana
$1.2M +$54.8K +146 +5%
SHFP
4762
Second Half Financial Partners
Florida
$1.2M +$19.1K +51 +2%
LWIC
4763
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.19M +$628K +1,672 +111%
APC
4764
Asset Planning Corporation
Tennessee
$1.19M -$33K -88 -3%
EFN
4765
Equita Financial Network
Pennsylvania
$1.19M +$339K +904 +40%
SW
4766
SMART Wealth
Nebraska
$1.19M -$37.5K -100 -3%
AI
4767
ArchPoint Investors
Florida
$1.19M +$213K +568 +22%
CAM
4768
CPA Asset Management
Florida
$1.19M
MPCG
4769
Matrix Private Capital Group
New York
$1.19M -$211K -562 -15%
AWA
4770
Arbor Wealth Advisors
Michigan
$1.19M
CCP
4771
Cushing Capital Partners
Wisconsin
$1.19M +$144K +384 +14%
SWA
4772
Sightline Wealth Advisors
Connecticut
$1.19M +$751 +2 +0.1%
JRFS
4773
James Reed Financial Services
Ohio
$1.19M -$4.51K -12 -0.4%
IW
4774
Instrumental Wealth
Florida
$1.18M +$151K +386 +15%
W
4775
WorthPointe
California
$1.18M -$4.13K -11 -0.3%