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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 %
CWM
5251
Core Wealth Management
Florida
$597K +$24.8K +66 +4%
TPW
5252
TL Private Wealth
Texas
$593K
PCM
5253
Piedmont Capital Management
Montana
$592K -$20.9K -59 -3%
SPI
5254
Strategic Planning Inc
Ohio
$591K +$591K +1,575 New
TCM
5255
TT Capital Management
California
$585K +$43.2K +115 +8%
BFA
5256
Bright Financial Advisors
Michigan
$583K +$193K +515 +50%
WAM
5257
Weinberger Asset Management
California
$582K -$102K -271 -15%
CAM
5258
Cobblestone Asset Management
Virginia
$581K +$378K +1,007 +186%
TF
5259
Threadgill Financial
Texas
$580K
TWM
5260
Tanglewood Wealth Management
Texas
$580K
CPWM
5261
Cypress Point Wealth Management
Texas
$579K
SCA
5262
Sippican Capital Advisors
Massachusetts
$577K
WIC
5263
Whitegate Investment Counselors
New Hampshire
$573K +$60.1K +160 +12%
HSWS
5264
Higgins & Schmidt Wealth Strategies
Colorado
$572K -$5.63K -15 -1%
DO
5265
denkapparat Operations
Germany
$571K -$480K -1,278 -46%
NPI
5266
New Perspectives Inc
Mississippi
$570K +$375 +1 +0.1%
LWMT
5267
Legacy Wealth Management (Tennessee)
Tennessee
$568K -$109K -290 -16%
BOC
5268
Bull Oak Capital
California
$565K -$1.13K -3 -0.2%
SIM
5269
Sims Investment Management
Ohio
$565K +$565K +1,504 New
AAMC
5270
Asset Allocation & Management Company
Illinois
$563K
NI
5271
NFC Investments
Tennessee
$563K
FIA
5272
FPC Investment Advisory
California
$563K -$72K -165 -11%
RPGNY
5273
Retirement Planning Group (New York)
New York
$563K +$85.9K +229 +18%
CFO
5274
Custos Family Office
Texas
$561K +$17.3K +46 +3%
BCM
5275
Basso Capital Management
Connecticut
$561K -$210K -559 -27%