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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 %
JCIA
5326
Jackson Creek Investment Advisors
Colorado
$496K -$3.38K -9 -0.7%
CMP
5327
Courage Miller Partners
Virginia
$494K
GCWM
5328
Graham Capital Wealth Management
District of Columbia
$494K -$150K -399 -23%
RBCM
5329
Raub Brock Capital Management
California
$494K +$5.63K +15 +1%
PAM
5330
PVG Asset Management
Colorado
$493K +$9.76K +26 +2%
GFG
5331
Grantvest Financial Group
New Jersey
$492K +$1.13K +3 +0.2%
VFG
5332
Valley Financial Group
Pennsylvania
$491K -$14.6K -39 -3%
CWM
5333
Capital Wealth Management
Rhode Island
$490K
LFA
5334
LifeGuide Financial Advisors
Pennsylvania
$489K -$13.1K -35 -3%
BWL
5335
Beacon Wealthcare LLC
North Carolina
$488K +$11.3K +30 +2%
SWM
5336
Seaside Wealth Management
California
$487K +$52.2K +139 +12%
HWMT
5337
Heritage Wealth Management (Texas)
Texas
$486K
SC
5338
Scratch Capital
Idaho
$486K -$175K -466 -26%
DWM
5339
DKM Wealth Management
California
$486K
LL
5340
LPWM LLC
Minnesota
$486K +$33.8K +90 +7%
STFP
5341
Signal Tree Financial Partners
Ohio
$486K +$59.3K +158 +14%
OFP
5342
OLIO Financial Planning
Virginia
$486K +$31.2K +83 +7%
DFG
5343
Dynamic Financial Group
Iowa
$483K
MAM
5344
Marquette Asset Management
Minnesota
$481K +$198K +527 +70%
FPCG
5345
Forum Private Client Group
Indiana
$481K +$2.25K +6 +0.5%
TCM
5346
Tuttle Capital Management
Connecticut
$480K +$139K +370 +41%
AIS
5347
American Investment Services
Massachusetts
$479K +$1.88K +5 +0.4%
BWA
5348
Brave Warrior Advisors
New York
$479K
SPIO
5349
Seven Post Investment Office
California
$479K
LIM
5350
Lagoda Investment Management
New York
$479K