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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 %
KV
4951
Kickstand Ventures
New York
$929K -$108K -287 -10%
CCMW
4952
Cypress Capital Management (Wyoming)
Wyoming
$929K -$21.4K -57 -2%
AIA
4953
Alternative Investment Advisors
Florida
$929K +$18K +48 +2%
SWP
4954
ShoreHaven Wealth Partners
New Jersey
$928K +$4.51K +12 +0.5%
PJWM
4955
Philip James Wealth Mangement
Georgia
$925K +$179K +477 +24%
IWB
4956
Innovative Wealth Building
Maryland
$921K +$16.1K +43 +2%
PWH
4957
Priebe Wealth Holdings
Minnesota
$921K +$61.6K +164 +7%
DI
4958
DDFG Inc
California
$921K +$56.7K +151 +7%
HHRDM
4959
H&H Retirement Design & Management
Nevada
$921K +$2.51K +7 +0.3%
TFA
4960
TPG Financial Advisors
Oregon
$920K -$39.4K -105 -4%
CCA
4961
Covey Capital Advisors
Georgia
$920K
CIA
4962
Caerus Investment Advisors
Texas
$919K
WSFG
4963
Wall Street Financial Group
Illinois
$917K +$199K +531 +28%
VFG
4964
V2 Financial group
Illinois
$917K +$15K +40 +2%
SWA
4965
Serenus Wealth Advisors
California
$915K -$1.14M -3,048 -56%
LW
4966
Lauer Wealth
Indiana
$915K +$174K +441 +23%
CIEC
4967
Crédit Industriel et Commercial
France
$914K +$914K +2,435 New
TFO
4968
Timonier Family Office
North Carolina
$914K
ATI
4969
ARK & TLK Investments
Oklahoma
$913K +$4.5K +12 +0.5%
CFG
4970
CMC Financial Group
Georgia
$911K +$7.51K +20 +0.8%
TPW
4971
Tiller Private Wealth
Pennsylvania
$909K +$269K +718 +42%
CPCP
4972
Cedar Point Capital Partners
Iowa
$907K -$39.8K -106 -4%
BCG
4973
Bravias Capital Group
New Jersey
$907K -$133K -355 -13%
JWS
4974
Juncture Wealth Strategies
Arizona
$903K -$51K -136 -5%
AWM
4975
Avaii Wealth Management
Wisconsin
$903K -$30.8K -82 -3%