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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 %
SG
5276
Strid Group
Pennsylvania
$556K +$108K +288 +24%
NWA
5277
Navis Wealth Advisors
New York
$553K -$39.8K -106 -7%
DWS
5278
Dynamic Wealth Strategies
California
$552K +$6.38K +17 +1%
EFP
5279
EnRich Financial Partners
Wisconsin
$551K -$2.25K -6 -0.4%
VWA
5280
Valued Wealth Advisors
Utah
$549K -$49.2K -131 -8%
TA
5281
TKG Advisors
Indiana
$547K -$3.76K -10 -0.7%
DLHL
5282
Donald L. Hagan LLC
Florida
$546K
NECFA
5283
New England Capital Financial Advisors
Connecticut
$545K -$12K -32 -2%
DWM
5284
Denver Wealth Management
Colorado
$544K +$751 +2 +0.1%
SOWAS
5285
Silver Oak Wealth Advisors Services
California
$541K +$375 +1 +0.1%
LAM
5286
Lountzis Asset Management
Pennsylvania
$541K +$106K +271 +24%
FF
5287
Financial Futures
New Jersey
$539K +$41.7K +111 +8%
PA
5288
Prism Advisors
California
$537K +$54.1K +144 +11%
VFIC
5289
Valley Forge Investment Consultants
Pennsylvania
$536K -$150K -400 -22%
MWA
5290
Merkkuri Wealth Advisors
New York
$536K -$285K -760 -35%
OA
5291
Oceanside Advisors
South Carolina
$535K
MAWAG
5292
Mid-American Wealth Advisory Group
Missouri
$535K +$146K +390 +38%
SC
5293
Schiavi & Co
Delaware
$533K -$22.2K -59 -4%
RCWM
5294
Red Crane Wealth Management
California
$531K
CPA
5295
Clear Point Advisors
New York
$527K -$92.3K -246 -15%
HOWA
5296
Heritage Oak Wealth Advisors
Florida
$526K +$51.4K +137 +11%
MCA
5297
Martin Capital Advisors
Texas
$526K
CAG
5298
Compass Advisory Group
New York
$525K +$95.3K +254 +22%
KP
5299
Kitching Partners
Pennsylvania
$522K -$39.4K -105 -7%
SGI
5300
Swan Global Investments
Colorado
$522K +$190K +505 +57%