MSFT icon

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 %
B
5076
BetterWealth
California
$780K -$139K -370 -15%
SFMG
5077
Sage Financial Management Group
Virginia
$777K
OWA
5078
Oak Wealth Advisors
Illinois
$777K -$133K -355 -15%
BCM
5079
Beaumont Capital Management
Massachusetts
$776K +$776K +2,068 New
ACM
5080
Ardent Capital Management
Ohio
$776K
DWMS
5081
Dominguez Wealth Management Solutions
Virginia
$773K +$89K +237 +13%
CWM
5082
Copia Wealth Management
Oregon
$772K -$28.2K -75 -4%
HIA
5083
HTG Investment Advisors
Connecticut
$771K -$49.2K -131 -6%
BAWM
5084
Bennett Associates Wealth Management
Pennsylvania
$770K -$107K -286 -12%
MWA
5085
Martel Wealth Advisors
Washington
$769K -$11.3K -30 -1%
IWP
5086
IAG Wealth Partners
Wisconsin
$769K +$24.8K +66 +3%
HCRE
5087
Hoya Capital Real Estate
Connecticut
$767K
BWM
5088
Brickley Wealth Management
California
$767K +$55.9K +149 +8%
OGF
5089
Orin Green Financial
California
$767K +$767K +2,136 New
HPCM
5090
Hunter Perkins Capital Management
Illinois
$764K +$73.2K +195 +11%
SC
5091
Schubert & Co
Texas
$764K +$158K +420 +26%
HWM
5092
HRC Wealth Management
Idaho
$764K +$31.5K +84 +4%
WAG
5093
Windsor Advisory Group
Ohio
$762K -$5.63K -15 -0.7%
T
5094
Transce3nd
Texas
$761K -$761K -2,028 -50%
PWM
5095
Puff Wealth Management
New Jersey
$761K +$119K +317 +19%
GFWA
5096
Grey Fox Wealth Advisors
Delaware
$760K +$80.4K +214 +12%
LIWM
5097
Long Island Wealth Management
New York
$758K
CIAS
5098
CBIZ Investment Advisory Services
Ohio
$757K +$187K +497 +33%
COFSG
5099
Carbahal Olsen Financial Services Group
California
$755K -$22.9K -61 -3%
FG
5100
Fairman Group
Pennsylvania
$752K -$12.6K -30 -2%