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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 %
LFS
4801
Lutz Financial Services
Nebraska
$1.14M -$6.38K -17 -0.6%
BSTWA
4802
Blake Schutter Theil Wealth Advisors
Ohio
$1.14M -$90.9K -242 -7%
LFA
4803
LGT Financial Advisors
Texas
$1.14M -$357K -950 -24%
SCM
4804
Spring Capital Management
Texas
$1.14M -$113K -302 -9%
KAM
4805
KEB Asset Management
Illinois
$1.13M -$39.4K -105 -3%
SL
4806
SWMG LLC
Texas
$1.13M +$4.31K +11 +0.4%
LWA
4807
Lowe Wealth Advisors
Maryland
$1.13M +$205K +547 +22%
TFM
4808
Trademark Financial Management
Minnesota
$1.13M -$89.7K -239 -7%
TWP
4809
Tower Wealth Partners
Pennsylvania
$1.13M -$74.3K -198 -6%
BWM
4810
Brown Wealth Management
Illinois
$1.13M +$19.1K +51 +2%
CAP
4811
Columbia Advisory Partners
Washington
$1.13M +$105K +279 +10%
BI
4812
Bramshill Investments
Florida
$1.13M -$63.1K -168 -5%
DLP
4813
De Lisle Partners
United Kingdom
$1.13M
OWM
4814
OneAscent Wealth Management
Alabama
$1.13M -$159K -423 -12%
PFM
4815
Peak Financial Management
Massachusetts
$1.12M -$86.4K -230 -7%
DIP
4816
Davis Investment Partners
North Carolina
$1.12M -$107K -275 -9%
FCC
4817
Flower City Capital
New York
$1.12M +$49.6K +132 +5%
VCWA
4818
Vanguard Capital Wealth Advisors
Colorado
$1.12M -$31.5K -84 -3%
GCM
4819
Gallacher Capital Management
Colorado
$1.12M +$145K +387 +15%
TFA
4820
Tranquilli Financial Advisor
New Jersey
$1.12M +$54.4K +145 +5%
VFM
4821
Vision Financial Markets
Connecticut
$1.12M +$115K +307 +11%
PIA
4822
Pollock Investment Advisors
Michigan
$1.12M -$100K -267 -8%
MI
4823
Moneywise Inc
Virginia
$1.12M -$32.7K -87 -3%
RCM
4824
Ridgepath Capital Management
Tennessee
$1.12M -$655K -1,746 -37%
NBWM
4825
North Berkeley Wealth Management
California
$1.11M +$28.5K +76 +3%