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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 %
BIA
4826
BHK Investment Advisors
Alabama
$1.11M +$16.9K +45 +2%
AC
4827
AXQ Capital
New Jersey
$1.11M +$1.11M +2,961 New
GF
4828
GGM Financials
Ohio
$1.11M +$241K +642 +28%
NIA
4829
NBZ Investment Advisors
Tennessee
$1.11M +$6.01K +16 +0.5%
VWM
4830
Verus Wealth Management
Wisconsin
$1.1M -$7.88K -21 -0.7%
ODFS
4831
O'Donnell Financial Services
California
$1.1M +$34.5K +92 +3%
N
4832
Numerai
California
$1.1M +$525K +1,399 +91%
KFP
4833
Keener Financial Planning
Texas
$1.1M -$15K -40 -1%
MI
4834
Motiv8 Investments
Florida
$1.1M +$7.13K +19 +0.7%
ACM
4835
Arlington Capital Management
Illinois
$1.1M -$50.3K -134 -4%
FFL
4836
Future Fund LLC
Illinois
$1.1M +$1.1M +2,921 New
GF
4837
Gimbal Financial
Indiana
$1.1M +$11.3K +30 +1%
KWA
4838
Kondo Wealth Advisors
California
$1.09M +$161K +428 +17%
CC
4839
Centiva Capital
New York
$1.09M +$1M +2,674 +1,114%
NCFG
4840
New Century Financial Group
New Jersey
$1.09M -$5.06M -13,475 -82%
WAM
4841
Winslow Asset Management
Ohio
$1.09M
MWA
4842
MFA Wealth Advisors
Pennsylvania
$1.08M +$107K +285 +11%
DF
4843
Define Financial
California
$1.08M +$690K +1,776 +177%
RWRC
4844
R.W. Roge & Company
New York
$1.08M -$18.8K -50 -2%
AWM
4845
Act Wealth Management
Texas
$1.08M -$46.6K -124 -4%
SC
4846
SummitTX Capital
Texas
$1.08M +$1.08M +2,866 New
PWM
4847
Penobscot Wealth Management
Maine
$1.07M +$98.7K +263 +10%
WF
4848
Warner Financial
Maryland
$1.07M
DIA
4849
Dean Investment Associates
Ohio
$1.06M -$31.9K -85 -3%
OS
4850
Objectivity Squared
South Carolina
$1.06M +$7.38K +19 +0.7%