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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 %
SSA
4851
Sierra Summit Advisors
Nevada
$1.06M -$586K -1,560 -36%
HB
4852
Horizon Bancorp
Indiana
$1.06M -$167K -445 -14%
TWM
4853
Tumwater Wealth Management
Idaho
$1.06M -$37.2K -99 -3%
LWM
4854
Lionshead Wealth Management
New York
$1.06M -$23.3K -62 -2%
GCM
4855
G2 Capital Management
Ohio
$1.05M +$54.8K +146 +5%
IFA
4856
Independence Financial Advisors
New Hampshire
$1.05M +$1.05M +2,809 New
FEG
4857
Financial Enhancement Group
Indiana
$1.05M +$81.8K +223 +8%
MSRI
4858
Michael S. Ryan Inc
New York
$1.04M
SCB
4859
Saudi Central Bank
Saudi Arabia
$1.04M +$1.04M +2,779 New
WA
4860
Waterford Advisors
New York
$1.04M -$3.75K -10 -0.4%
GRA
4861
Golden Road Advisors
Florida
$1.04M +$360K +960 +53%
DCBT
4862
Dakota Community Bank & Trust
North Dakota
$1.04M +$9.76K +26 +0.9%
NF
4863
NavPoint Financial
Minnesota
$1.04M +$41.3K +110 +4%
SF
4864
Seros Financial
Arizona
$1.04M -$8.63K -23 -0.8%
RFA
4865
Reyes Financial Architecture
California
$1.04M -$938K -2,498 -47%
EAM
4866
Everstar Asset Management
North Carolina
$1.03M +$339K +902 +49%
BF
4867
Blankinship & Foster
California
$1.03M
CSI
4868
Clark & Stuart Inc
Maine
$1.03M
SEA
4869
Stegent Equity Advisors
Texas
$1.03M +$2.25K +6 +0.2%
SC
4870
Stephens Consulting
Michigan
$1.03M -$560K -1,492 -35%
RMF
4871
Red Mountain Financial
Colorado
$1.03M +$751 +2 +0.1%
2L
4872
25 LLC
Missouri
$1.03M +$27.4K +73 +3%
BWA
4873
Boulder Wealth Advisors
Colorado
$1.03M +$12.8K +34 +1%
RIS
4874
Richmond Investment Services
Wisconsin
$1.03M -$29.3K -78 -3%
NMCM
4875
Nicholson Meyer Capital Management
Missouri
$1.03M +$1.03M +2,738 New