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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 %
FFS
5026
Fortress Financial Solutions
Arizona
$848K +$34.2K +91 +4%
RRWA
5027
Rainey & Randall Wealth Advisors
Florida
$845K +$845K +2,252 New
FS
5028
Financial Symmetry
North Carolina
$845K +$58.6K +156 +7%
AL
5029
Arnhold LLC
New York
$845K
IWP
5030
Insight Wealth Partners
Texas
$845K -$220K -585 -21%
ICM
5031
Innovator Capital Management
Illinois
$844K +$173K +461 +26%
LWM
5032
Lighthouse Wealth Management
Ohio
$843K -$3.38K -9 -0.4%
SFC
5033
Summit Financial Consulting
Michigan
$841K +$841K +2,240 New
MC
5034
Maren Capital
Illinois
$839K -$75.1K -200 -8%
IGM
5035
Incline Global Management
New York
$838K +$838K +2,233 New
KCM
5036
Kendall Capital Management
Maryland
$837K -$116K -308 -12%
WW
5037
Winnow Wealth
Texas
$837K +$138K +368 +20%
CFS
5038
Cannon Financial Strategists
Georgia
$836K
PCM
5039
Passive Capital Management
Maryland
$836K +$313K +833 +60%
HCM
5040
Horrell Capital Management
Arkansas
$830K
BH
5041
Burk Holdings
Oklahoma
$827K +$469K +1,249 +131%
PD
5042
Point72 (DIFC)
United Arab Emirates
$826K -$3.64M -9,693 -82%
CWM
5043
Chicago Wealth Management
Illinois
$826K -$9.39K -25 -1%
MPW
5044
MA Private Wealth
California
$824K +$18.8K +50 +2%
IMC
5045
Investment Management Corporation
Virginia
$824K +$83.7K +223 +11%
FC
5046
Farringdon Capital
United Kingdom
$822K -$669K -1,782 -45%
BFWM
5047
Bright Futures Wealth Management
New York
$819K -$161K -448 -16%
MSF
5048
Mustard Seed Financial
Arkansas
$819K
IWA
5049
Integrity Wealth Advisors
California
$816K -$74.7K -199 -8%
WFL
5050
Wealth Forward LLC
North Dakota
$812K