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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 %
GG
5376
GenWealth Group
New Jersey
$443K -$76.6K -204 -15%
PWA
5377
Principia Wealth Advisory
Texas
$443K +$32K +82 +8%
PFG
5378
Pinnacle Financial Group
Illinois
$442K +$42.8K +114 +11%
GWAM
5379
Guardian Wealth Advisors (Minnesota)
Minnesota
$440K -$8.64K -23 -2%
SWM
5380
Sagace Wealth Management
Florida
$437K -$162K -432 -27%
BTIM
5381
BancFirst Trust & Investment Management
Oklahoma
$436K -$349K -921 -44%
JWM
5382
JFG Wealth Management
Colorado
$435K -$501K -1,335 -54%
KTA
5383
Keeley-Teton Advisors
Illinois
$434K -$93.9K -250 -18%
BF
5384
Brooklyn FI
New York
$433K +$433K +1,154 New
FWM
5385
FMA Wealth Management
Massachusetts
$432K -$9.93K -25 -2%
SIAS
5386
Summit Investment Advisory Services
Minnesota
$431K +$133K +354 +45%
AC
5387
Avant Capital
Louisiana
$430K -$3.38K -9 -0.8%
DIM
5388
DC Investments Management
Virginia
$429K +$429K +1,142 New
WAM
5389
WFA Asset Management
Wisconsin
$427K +$80.8K +192 +23%
SPW
5390
Surience Private Wealth
Washington
$425K -$3.72M -9,921 -90%
JPT
5391
Jordan Park Trust
New Hampshire
$425K -$3.38K -9 -0.8%
FRM
5392
Fox Run Management
Connecticut
$423K -$492K -1,311 -54%
OAM
5393
Oxford Asset Management
United Kingdom
$420K +$420K +1,119 New
LWMI
5394
Legacy Wealth Management (Idaho)
Idaho
$420K -$7.13K -19 -2%
CWP
5395
Corepath Wealth Partners
Arizona
$419K -$8.44K -23 -2%
WI
5396
WJ Interests
Texas
$419K +$44.3K +118 +12%
GCM
5397
Graver Capital Management
Ohio
$417K -$2.25K -6 -0.5%
TWP
5398
Total Wealth Planning
Ohio
$416K -$17.6K -47 -4%
SWM
5399
SpringVest Wealth Management
Texas
$415K -$157K -418 -27%
SWP
5400
Significant Wealth Partners
Illinois
$413K +$29.7K +79 +8%