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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 %
MLRA
4876
Main Line Retirement Advisors
Montana
$1.02M +$35.3K +94 +4%
DC
4877
Defender Capital
North Carolina
$1.02M -$270K -709 -21%
PCM
4878
Presidio Capital Management
California
$1.02M -$188K -501 -16%
DC
4879
Dorval Corp
Minnesota
$1.02M
GCIA
4880
Gabelli & Co Investment Advisers
New York
$1.02M +$233K +620 +30%
MWG
4881
Martin Worley Group
Utah
$1.02M -$164K -437 -14%
EP
4882
EPIQ Partners
Minnesota
$1.02M -$95K -253 -9%
SA
4883
Stewardship Advisors
Pennsylvania
$1.02M +$105K +281 +12%
PWM
4884
Provident Wealth Management
Tennessee
$1.02M +$47.7K +127 +5%
CCA
4885
Conestoga Capital Advisors
Pennsylvania
$1.02M +$18.8K +50 +2%
AWA
4886
Alaska Wealth Advisors
Alaska
$1.02M -$34.9K -93 -3%
DWS
4887
Discipline Wealth Solutions
South Carolina
$1.01M
SM
4888
Sensible Money
Arizona
$1.01M +$69.8K +186 +7%
CI
4889
Corient IA
Florida
$1.01M +$1.01M +2,700 New
KRW
4890
Kaufman Rossin Wealth
Florida
$1.01M +$252K +670 +33%
CB
4891
Chris Bulman
California
$1.01M +$49.2K +131 +5%
JE
4892
JMAC Enterprises
Pennsylvania
$1.01M -$4.4M -11,716 -81%
TWA
4893
Tandem Wealth Advisors
Arizona
$1.01M -$197K -524 -16%
OAM
4894
Oberweis Asset Management
Illinois
$1.01M
MA
4895
MAS Advisors
Florida
$1.01M -$101K -270 -9%
SRCM
4896
Signature Resources Capital Management
California
$1.01M +$751 +2 +0.1%
T
4897
Tidemark
California
$1.01M -$101K -269 -9%
MWM
4898
Melfa Wealth Management
Massachusetts
$1M +$111K +295 +12%
TPBG
4899
Turning Point Benefit Group
Maryland
$1M +$205K +573 +26%
MPW
4900
MGO Private Wealth
California
$1M -$47.3K -126 -5%