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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 %
CCA
4976
Conservest Capital Advisors
Pennsylvania
$902K +$76.2K +203 +9%
BW
4977
BostonPremier Wealth
Massachusetts
$902K -$16.9K -45 -2%
NA
4978
Nottingham Advisors
New York
$901K -$818K -2,179 -48%
CGA
4979
Compound Global Advisors
Washington
$901K -$346K -971 -28%
CWMA
4980
Capstone Wealth Management (Alabama)
Alabama
$901K -$13.1K -35 -1%
MWP
4981
Meredith Wealth Planning
Illinois
$901K -$24K -64 -3%
VPWA
4982
Vestia Personal Wealth Advisors
Indiana
$899K -$35.7K -95 -4%
ECM
4983
EMC Capital Management
Texas
$899K +$381K +1,000 +74%
SS
4984
Sound Stewardship
Kansas
$898K -$68.3K -182 -7%
BWA
4985
BlueSky Wealth Advisors
North Carolina
$898K
AA
4986
AlphaQ Advisors
Florida
$893K -$4.13K -11 -0.5%
TFG
4987
Tilson Financial Group
New Jersey
$890K +$89.3K +238 +11%
SCP
4988
Stevens Capital Partners
Nebraska
$890K -$449K -1,197 -34%
AWA
4989
AmeriServ Wealth Advisors
Pennsylvania
$890K -$388K -1,034 -30%
AFP
4990
Alpha Financial Partners
Kentucky
$890K +$2.63K +7 +0.3%
TLFA
4991
True Link Financial Advisors
California
$887K -$551K -1,467 -38%
APW
4992
Axim Planning & Wealth
Ohio
$886K -$68.7K -183 -7%
GFM
4993
GEN Financial Management
Minnesota
$886K +$15.4K +41 +2%
AI
4994
Axecap Investments
Ohio
$886K -$56.7K -151 -6%
DC
4995
Dahring Cusmano
Michigan
$884K +$15K +40 +2%
PA
4996
Persium Advisors
Georgia
$883K +$60.4K +161 +7%
AWM
4997
Able Wealth Management
New Jersey
$882K +$32.7K +87 +4%
WA
4998
Wealthstar Advisors
Texas
$882K +$16.5K +44 +2%
WFP
4999
Wrenne Financial Planning
Kentucky
$879K +$34.2K +91 +4%
JF
5000
Joule Financial
Kentucky
$878K -$103K -275 -11%