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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 %
BC
4901
BIT Capital
Germany
$999K -$6.41M -17,069 -87%
AFO
4902
Allie Family Office
Florida
$999K
LFA
4903
Level Financial Advisors
New York
$999K +$105K +280 +12%
RWS
4904
Retirement Wealth Solutions
Wisconsin
$998K +$125K +334 +14%
WAN
4905
Wealth Advisors Northwest
Oregon
$998K -$147K -392 -13%
W
4906
WPWealth
Texas
$991K +$42.4K +113 +4%
BA
4907
Brightwater Advisory
Florida
$990K -$131K -349 -12%
LFA
4908
Lauterbach Financial Advisors
Texas
$990K -$42.4K -113 -4%
BA
4909
Ballew Advisors
Mississippi
$985K +$15.1K +39 +2%
AFS
4910
Axiom Financial Strategies
Indiana
$985K +$18K +48 +2%
NQWM
4911
Northwest Quadrant Wealth Management
Oregon
$985K -$87.8K -234 -8%
ACA
4912
American Capital Advisory
Idaho
$984K +$19.1K +51 +2%
ACM
4913
Andina Capital Management
Utah
$983K +$665K +1,772 +209%
CCM
4914
Colorado Capital Management
Colorado
$983K +$45.4K +121 +5%
AAM
4915
Ameraudi Asset Management
New York
$983K
FP
4916
Foundry Partners
Minnesota
$980K -$48.8K -130 -5%
OFG
4917
OmniStar Financial Group
North Carolina
$977K +$742K +1,972 +315%
WCWM
4918
Wooster Corthell Wealth Management
Connecticut
$976K +$771K +2,053 +375%
GCM
4919
Glaxis Capital Management
Florida
$976K
OC
4920
Optima Capital
Oregon
$974K -$71.3K -190 -7%
CW
4921
Curio Wealth
Maryland
$974K -$277M -2,274 -100%
AWM
4922
Altus Wealth Management
Kentucky
$973K +$44.3K +118 +5%
WWM
4923
Whalen Wealth Management
Nevada
$971K -$1.84M -4,907 -65%
HAS
4924
Holland Advisory Services
Florida
$971K +$375 +1 +0%
OFS
4925
Oldfather Financial Services
Nebraska
$969K -$10.9K -29 -1%