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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 %
CPA
5126
Compass Planning Associates
Massachusetts
$722K +$1.13K +3 +0.2%
RFG
5127
REAP Financial Group
Texas
$720K +$95.7K +255 +15%
WAG
5128
Wheelhouse Advisory Group
Missouri
$719K -$191K -508 -21%
RWM
5129
Ruedi Wealth Management
Illinois
$718K +$375 +1 +0.1%
DFA
5130
DHK Financial Advisors
New Hampshire
$716K -$43.5K -116 -6%
KSWA
5131
Kathleen S. Wright Associates
Pennsylvania
$714K +$455K +1,212 +175%
WH
5132
Whitcomb & Hess
Ohio
$714K +$4.5K +12 +0.6%
BOTPPF
5133
Board of the Pension Protection Fund
United Kingdom
$713K -$113K -300 -14%
AWM
5134
AAF Wealth Management
Massachusetts
$713K +$97.6K +260 +16%
SWM
5135
Shakespeare Wealth Management
Wisconsin
$712K +$751 +2 +0.1%
AIFS
5136
A&I Financial Services
Colorado
$711K
TSS
5137
Thomas Story & Son
Indiana
$711K +$75.1K +200 +12%
BI
5138
Beckerman Institutional
New Jersey
$711K -$21.4K -57 -3%
MGCM
5139
Mane Global Capital Management
New York
$711K +$377K +1,004 +113%
MCM
5140
MontVue Capital Management
Virginia
$709K -$128K -340 -15%
NWM
5141
Napa Wealth Management
California
$709K -$963K -2,566 -58%
SMF
5142
Sterling Manor Financial
New York
$708K
SG
5143
Sharper & Granite
California
$707K -$39.8K -106 -5%
LIM
5144
Letson Investment Management
Georgia
$707K -$348K -928 -33%
PWM
5145
Parkshore Wealth Management
California
$706K -$14.6K -39 -2%
IDBONY
5146
Israel Discount Bank of New York
New York
$705K -$274K -729 -28%
UFA
5147
Uptown Financial Advisors
Texas
$705K +$69.8K +186 +11%
CWA
5148
Capital Wealth Alliance
Arizona
$704K +$375 +1 +0.1%
ICCON
5149
Investment Counsel Company of Nevada
Nevada
$703K +$375 +1 +0.1%
ETS
5150
ESL Trust Services
New York
$703K