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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 %
SIA
5351
Spectrum Investment Advisors
Wisconsin
$478K -$51.4K -137 -10%
JWBC
5352
John W. Brooker & Co
California
$476K +$286K +762 +150%
KFG
5353
Kingdom Financial Group
Arizona
$473K +$8.26K +22 +2%
HAFS
5354
Hapanowicz & Associates Financial Services
Pennsylvania
$472K +$178K +473 +60%
AFTS
5355
American Financial & Tax Strategies
New York
$471K +$18.4K +49 +4%
FWMP
5356
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$471K +$138K +368 +41%
CAAM
5357
Cornerstone Advisors Asset Management
Pennsylvania
$471K +$77.3K +206 +20%
HWP
5358
Hibernia Wealth Partners
Louisiana
$467K +$239K +636 +105%
CAM
5359
CenterStar Asset Management
Illinois
$465K +$465K +1,237 New
TCTWM
5360
Three Cord True Wealth Management
Pennsylvania
$465K +$10.9K +29 +2%
CI
5361
Cordant Inc
Oregon
$464K -$105K -280 -18%
MAM
5362
McCarthy Asset Management
California
$463K +$751 +2 +0.2%
GWM
5363
Guardian Wealth Management
Illinois
$463K +$376 +1 +0.1%
LAMNM
5364
Longview Asset Management (New Mexico)
New Mexico
$461K +$250K +666 +118%
FOFP
5365
Fee-Only Financial Planning
South Carolina
$460K
LWMNY
5366
Landmark Wealth Management (New York)
New York
$460K -$3.75K -10 -0.8%
TAM
5367
TCP Asset Management
Ohio
$460K -$13.9K -37 -3%
EFG
5368
Ehrlich Financial Group
California
$459K +$19.9K +53 +5%
BFP
5369
Beacon Financial Planning
Massachusetts
$458K +$375 +1 +0.1%
IWM
5370
IMG Wealth Management
Florida
$454K -$2.25K -6 -0.5%
BSG
5371
Black Swift Group
Colorado
$452K -$5.27M -14,037 -92%
5W
5372
5T Wealth
California
$452K +$64.9K +173 +17%
PCM
5373
Ping Capital Management
New York
$450K +$225K +600 +100%
T
5374
TrueFG
Texas
$448K -$4.5K -12 -1%
PWM
5375
PTM Wealth Management
United States
$448K +$448K +1,264 New