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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 %
CMMS
5226
Comprehensive Money Management Services
Florida
$621K +$22.5K +60 +4%
VWM
5227
VanWeelden Wealth Management
Ohio
$619K
HPA
5228
High Probability Advisors
New York
$618K
CFP
5229
Cypress Financial Planning
New Jersey
$617K -$26.7K -71 -4%
EFMH
5230
E Fund Management (HK)
Hong Kong
$616K +$215K +572 +54%
DFA
5231
DHJJ Financial Advisors
Illinois
$613K -$26.7K -71 -4%
TB
5232
Terril Brothers
Missouri
$613K -$54.4K -145 -8%
BSWM
5233
Boston Standard Wealth Management
Massachusetts
$613K -$59.9K -134 -9%
LWM
5234
Luminvest Wealth Management
Arizona
$612K
SVWG
5235
Shared Vision Wealth Group
United States
$611K -$2.63K -7 -0.4%
JWM
5236
JDH Wealth Management
California
$611K +$66.8K +178 +12%
DFG
5237
Dupree Financial Group
Kentucky
$608K -$82.6K -220 -12%
ACM
5238
Avos Capital Management
Washington
$608K +$10.5K +28 +2%
SHIM
5239
Stone House Investment Management
Pennsylvania
$607K +$126K +335 +26%
TR
5240
Tepp RIA
New Jersey
$603K -$90.1K -240 -13%
SCM
5241
Sollinda Capital Management
Florida
$603K -$46.2K -123 -7%
KCM
5242
Kaye Capital Management
California
$602K -$37.2K -99 -6%
TFG
5243
Tull Financial Group
Virginia
$601K -$4.51K -12 -0.7%
DMKJ
5244
David M. Knott Jr
$601K
SCA
5245
Sassicaia Capital Advisers
New York
$601K +$601K +1,600 New
KG
5246
Kilter Group
New York
$600K -$3.38K -9 -0.6%
CSIA
5247
Carl Stuart Investment Advisor
Texas
$599K
AWMNY
5248
Arcadia Wealth Management (New York)
New York
$599K
ACM
5249
Alamar Capital Management
California
$599K -$164K -438 -22%
LKBC
5250
L.K. Benson & Company
Maryland
$598K +$88.2K +235 +17%