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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 %
GPW
4926
Gentry Private Wealth
Kansas
$968K +$968K +2,578 New
FA
4927
Fortis Advisors
Pennsylvania
$967K +$57.8K +154 +6%
AGA
4928
Arkos Global Advisors
Texas
$967K +$68.3K +182 +8%
PIFP
4929
Partners in Financial Planning
Virginia
$964K +$131K +350 +16%
LWA
4930
Lifelong Wealth Advisors
Minnesota
$960K +$4.88K +13 +0.5%
NFW
4931
Noble Family Wealth
Florida
$959K
SC
4932
Soundwatch Capital
Connecticut
$956K -$252K -671 -21%
MFF
4933
Michels Family Financial
Texas
$956K +$73.2K +195 +8%
ODA
4934
One Degree Advisors
California
$955K +$90.8K +242 +11%
CCM
4935
Carmel Capital Management
California
$953K
DWM
4936
Dopkins Wealth Management
New York
$953K +$7.51K +20 +0.8%
TWA
4937
Trace Wealth Advisors
California
$953K -$74K -197 -7%
GOCP
4938
Great Oak Capital Partners
Massachusetts
$950K
IC
4939
Inkwell Capital
Florida
$949K -$18K -48 -2%
FWM
4940
FFT Wealth Management
Pennsylvania
$948K -$4.51M -12,020 -83%
BOC
4941
Blue Oak Capital
California
$948K
SIMG
4942
Stephens Investment Management Group
Texas
$947K
FL
4943
FreeGulliver LLC
Louisiana
$947K +$82.2K +219 +10%
WMS
4944
Wealth Management Strategies
Pennsylvania
$945K +$1.13K +3 +0.1%
FFP
4945
Freedom Financial Partners
Minnesota
$944K -$2.25K -6 -0.2%
WMWM
4946
Wilkins Miller Wealth Management
Alabama
$942K +$5.63K +15 +0.6%
SCA
4947
Stuart Chaussee & Associates
California
$941K -$52.2K -139 -5%
MBFW
4948
Morton Brown Family Wealth
Pennsylvania
$937K +$59.3K +158 +7%
AFIA
4949
America First Investment Advisors
Nebraska
$932K +$4.88K +13 +0.5%
HFF
4950
Halter Ferguson Financial
Indiana
$930K -$248K -661 -21%