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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 %
GWA
5301
Genesis Wealth Advisors
Massachusetts
$521K
Q1WB
5302
Quest 10 Wealth Builders
Virginia
$519K +$36K +96 +7%
AAG
5303
Avalon Advisory Group
Pennsylvania
$518K
BFP
5304
Briaud Financial Planning
Texas
$514K
LWA
5305
LifeGoal Wealth Advisors
New York
$514K +$4.51K +12 +0.9%
NLWP
5306
Next Level Wealth Planning
Idaho
$513K +$15K +40 +3%
FCG
5307
Financial Connections Group
California
$513K -$13.1K -35 -2%
CC
5308
Climber Capital
Switzerland
$513K
CAIMH
5309
Central Asset Investments & Management Holdings
Hong Kong
$512K -$341K -909 -40%
SMAM
5310
Sugar Maple Asset Management
Wisconsin
$512K -$527K -1,403 -51%
OKSA
5311
O'Keefe Stevens Advisory
New York
$511K
FAM
5312
Fenimore Asset Management
New York
$510K -$24.8K -66 -5%
LWA
5313
Ledgewood Wealth Advisors
New Hampshire
$506K
OFG
5314
Opulen Financial Group
Virginia
$506K +$4.13K +11 +0.8%
LTL
5315
Lowery Thomas LLC
California
$505K -$21.4K -57 -4%
BF
5316
Bonfire Financial
Colorado
$505K +$26.3K +70 +5%
BBWP
5317
Beacon Bridge Wealth Partners
Pennsylvania
$505K +$13.5K +36 +3%
GWM
5318
Grand Wealth Management
Michigan
$503K
TFP
5319
Triune Financial Partners
Kansas
$503K +$138K +369 +38%
SF
5320
Seek First
California
$502K +$502K +1,338 New
MSA
5321
Marathon Strategic Advisors
Pennsylvania
$501K +$13.5K +36 +3%
LFWA
5322
LBJ Family Wealth Advisors
Texas
$501K
MAP
5323
Moody Aldrich Partners
Massachusetts
$500K -$167K -446 -25%
ACM
5324
Anfield Capital Management
California
$498K +$10.1K +27 +2%
BAG
5325
Bridgewealth Advisory Group
California
$498K -$6.72M -17,886 -93%