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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 %
LGW
5001
Leslie Global Wealth
Illinois
$874K -$175K -466 -17%
LAS
5002
Lloyd Advisory Services
Georgia
$874K -$89.7K -239 -9%
SFP
5003
SwitchPoint Financial Planning
Utah
$872K -$103K -274 -11%
HIGP
5004
Hill Investment Group Partners
Missouri
$871K -$1.46M -3,876 -63%
SC
5005
Schoolcraft Capital
Colorado
$869K +$261K +694 +43%
TWA
5006
Trellis Wealth Advisors
California
$869K
JPLA
5007
Joseph P. Lucia & Associates
New York
$869K -$110K -294 -11%
AI
5008
Auour Investments
Massachusetts
$867K
TWG
5009
The Wealth Group
Minnesota
$865K -$26.3K -70 -3%
BFA
5010
Bluestem Financial Advisors
Illinois
$864K -$47.3K -126 -5%
RFO
5011
RiverGlades Family Offices
Florida
$863K
NWMP
5012
Noble Wealth Management PBC
Colorado
$862K +$22.5K +60 +3%
GK
5013
Graney & King
New York
$862K +$19.9K +53 +2%
OBWP
5014
O'Brien Wealth Partners
Massachusetts
$862K +$384K +1,023 +80%
SG
5015
Stanich Group
New York
$861K +$4.13K +11 +0.5%
RTC
5016
Real Talk Capital
Tennessee
$860K +$13.9K +37 +2%
ACH
5017
ArrowMark Colorado Holdings
Colorado
$860K
XWM
5018
Xcel Wealth Management
Florida
$859K +$6.01K +16 +0.7%
KNFPWM
5019
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$859K -$25.8K -68 -3%
WFA
5020
Websterrogers Financial Advisors
South Carolina
$856K -$2.63K -7 -0.3%
WC
5021
Weil Company
California
$855K -$57.8K -154 -6%
OCFG
5022
O'Connor Financial Group
Illinois
$855K +$7.51K +20 +0.9%
IPW
5023
Intergy Private Wealth
Colorado
$853K -$179K -478 -17%
LOAMU
5024
Lombard Odier Asset Management (USA)
New York
$851K +$851K +2,268 New
MWM
5025
McMill Wealth Management
Nebraska
$850K -$110K -294 -11%