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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 %
JC
5051
Jentner Corp
Ohio
$811K
BFA
5052
Brown Financial Advisory
Alabama
$810K +$567K +1,511 +233%
SIA
5053
Summit Investment Advisors
Maryland
$810K -$11.7K -27 -1%
TWM
5054
TSA Wealth Management
Texas
$807K +$27.4K +73 +4%
BWIA
5055
Bryant Woods Investment Advisors
New York
$806K -$376 -1 -0%
FWM
5056
ForthRight Wealth Management
Georgia
$804K -$5.63K -15 -0.7%
TC
5057
TAGStone Capital
North Carolina
$804K +$289K +769 +56%
BWG
5058
Balanced Wealth Group
Ohio
$803K +$751 +2 +0.1%
PIC
5059
Portland Investment Counsel
Ontario, Canada
$802K
EW
5060
Entruity Wealth
California
$800K
SHF
5061
Stage Harbor Financial
Massachusetts
$799K -$102K -272 -11%
CJ
5062
Caitlin John
Michigan
$798K -$78.5K -209 -9%
CFG
5063
Cornerstone Financial Group
Nebraska
$798K +$1.8K +4 +0.2%
TDC
5064
Thompson Davis & Co
Virginia
$797K -$12.8K -34 -2%
BI
5065
Binnacle Investments
Iowa
$796K +$796K +2,120 New
DC
5066
Darrow Company
Massachusetts
$792K +$4.88K +13 +0.6%
CWA
5067
Core Wealth Advisors
Florida
$792K +$95K +253 +14%
HWM
5068
Hobbs Wealth Management
Indiana
$790K -$307K -819 -28%
DI
5069
Disciplined Investments
Oklahoma
$790K +$120K +320 +18%
MIAS
5070
Mason Investment Advisory Services
Virginia
$785K +$375 +1 +0%
RA
5071
Resolute Advisors
California
$784K -$1.68M -4,479 -68%
HFS
5072
Hughes Financial Services
Virginia
$783K +$69.2K +181 +10%
LAM
5073
Lifestyle Asset Management
Texas
$783K +$279K +742 +55%
CWR
5074
Chico Wealth RIA
California
$782K +$1.88K +5 +0.2%
OWM
5075
Orca Wealth Management
Florida
$781K +$43.9K +117 +6%