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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 %
AWP
5101
Avid Wealth Partners
Texas
$750K +$193K +515 +35%
KGP
5102
Keystone Global Partners
Colorado
$749K +$749K +1,994 New
FFWM
5103
Future Financial Wealth Management
Ohio
$748K +$1.13K +3 +0.2%
GC
5104
Giverny Capital
Quebec, Canada
$746K -$138K -367 -16%
EWA
5105
Elevate Wealth Advisory
Georgia
$746K +$89.7K +239 +14%
BP
5106
BWM Planning
Texas
$745K +$6.01K +16 +0.8%
AWP
5107
Axis Wealth Partners
Rhode Island
$745K -$29.6K -79 -4%
HFW
5108
Horizon Family Wealth
Illinois
$745K -$49.2K -131 -6%
AWMNH
5109
Arcadia Wealth Management (New Hampshire)
New Hampshire
$744K +$68.3K +182 +10%
BHWA
5110
Beacon Harbor Wealth Advisors
Virginia
$744K
MAS
5111
MPWM Advisory Solutions
Georgia
$740K -$30K -80 -4%
PFA
5112
Plotkin Financial Advisors
Maryland
$739K +$15.4K +41 +2%
MF
5113
Manuka Financial
Virginia
$732K +$134K +357 +22%
DP
5114
Divergent Planning
Maryland
$732K +$184K +482 +34%
PSC
5115
Portman Square Capital
United Kingdom
$732K +$732K +1,950 New
CFG
5116
Certior Financial Group
Pennsylvania
$732K -$10.1K -27 -1%
CFS
5117
CGC Financial Services
Oregon
$732K -$51.8K -138 -7%
CFS
5118
Compass Financial Services
Iowa
$732K +$381K +1,014 +108%
AWM
5119
Allen Wealth Management
North Carolina
$731K +$3.75K +10 +0.5%
CI
5120
Ceera Investments
Texas
$730K +$31.2K +83 +4%
RFA
5121
RTD Financial Advisors
Pennsylvania
$729K +$75.5K +201 +12%
MC
5122
McMorgan & Co
California
$729K -$151K -403 -17%
MIM
5123
Martin Investment Management
Florida
$727K +$18.8K +50 +3%
CF
5124
Cyr Financial
Illinois
$727K +$22.2K +59 +3%
EC
5125
Eaton-Cambridge
Arizona
$723K -$39.8K -106 -5%