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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 %
GCM
5176
Galibier Capital Management
Ontario, Canada
$679K -$93.8K -250 -12%
FFG
5177
Foundry Financial Group
New Hampshire
$676K +$64.9K +173 +11%
HPM
5178
Hudson Portfolio Management
New York
$676K +$466K +1,242 +223%
PWM
5179
Praetorian Wealth Management
California
$675K -$1.5K -4 -0.2%
VI
5180
VanderPol Investments
Michigan
$675K +$1.5K +4 +0.2%
EPP
5181
ETF Portfolio Partners
Kansas
$672K
BI
5182
BFI Infinity
Switzerland
$671K -$3.6M -9,585 -84%
RWM
5183
Riverchase Wealth Management
Texas
$670K
FI
5184
FIDELIS iM
Oregon
$670K +$1.13K +3 +0.2%
CFGF
5185
Compass Financial Group (Florida)
Florida
$670K
GWA
5186
Gutierrez Wealth Advisory
Arkansas
$669K -$4.51K -12 -0.7%
CCM
5187
Cutler Capital Management
Massachusetts
$669K +$126K +335 +23%
RWM
5188
Rolek Wealth Management
Pennsylvania
$669K -$19.7K -51 -3%
WWA
5189
Wingate Wealth Advisors
Massachusetts
$669K -$220K -587 -25%
CCP
5190
Carmel Capital Partners
California
$668K -$9.39K -25 -1%
BWP
5191
BlueStem Wealth Partners
Minnesota
$667K -$7.13K -19 -1%
LP
5192
LGL Partners
Pennsylvania
$664K -$1.16M -3,095 -64%
FOR
5193
Family Office Research
Maryland
$661K +$59.3K +158 +10%
SWA
5194
ShankerValleau Wealth Advisors
Illinois
$660K
E
5195
EntreWealth
Texas
$655K +$316K +841 +93%
KWM
5196
KMT Wealth Management
California
$655K +$318K +848 +95%
PF
5197
Penney Financial
Texas
$652K
HIW
5198
Holos Integrated Wealth
Pennsylvania
$649K -$83K -221 -11%
ATC
5199
Advantage Trust Company
Kansas
$649K -$3K -8 -0.5%
BGAI
5200
Bruce G. Allen Investments
Colorado
$648K +$10.1K +27 +2%