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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 %
CWA
5151
Centerline Wealth Advisors
Kentucky
$702K -$32.7K -87 -4%
VP
5152
Verisail Partners
Georgia
$702K +$18.8K +50 +3%
SAM
5153
Sequent Asset Management
Texas
$700K -$44.7K -119 -6%
DAL
5154
Delta Accumulation LLC
California
$700K +$1.29K +3 +0.2%
VWM
5155
Vermillion Wealth Management
Minnesota
$697K -$28.9K -77 -4%
CWM
5156
Collaborative Wealth Management
Florida
$694K -$70.2K -187 -9%
CFG
5157
Compton Financial Group
Maryland
$693K
NA
5158
Note Advisors
New York
$693K
LSL
5159
Legacy Solutions LLC
Pennsylvania
$693K -$14.3K -38 -2%
PFC
5160
Poplar Forest Capital
California
$692K
ADIM
5161
Alpha DNA Investment Management
Maryland
$692K -$1.9M -5,073 -73%
SNWA
5162
Siligmueller & Norvid Wealth Advisors
Illinois
$691K +$375 +1 +0.1%
KBG
5163
Kahn Brothers Group
New York
$691K
FFP
5164
Forbes Financial Planning
Rhode Island
$689K -$3.75K -10 -0.5%
DFC
5165
DBK Financial Counsel
Ohio
$686K -$28.5K -76 -4%
BFG
5166
Baron Financial Group
New Jersey
$685K -$9.76K -26 -1%
EW
5167
Enzi Wealth
Texas
$685K -$12.4K -32 -2%
HG
5168
Harbor Group
New Hampshire
$685K -$11.3K -30 -2%
WFPG
5169
Waller Financial Planning Group
Ohio
$684K +$130K +347 +24%
CCM
5170
Cinctive Capital Management
New York
$683K -$9.97M -26,567 -94%
SF
5171
Strategent Financial
Virginia
$683K
SIM
5172
Synergy Investment Management
Florida
$683K +$2.63K +7 +0.4%
CCA
5173
Cypress Capital Advisors
Tennessee
$682K +$43.5K +116 +7%
NI
5174
NCP Inc
California
$681K -$2.32M -6,171 -77%
DW
5175
Dodds Wealth
Colorado
$679K -$4.51K -12 -0.7%