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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 %
MFG
5401
Mendota Financial Group
Wisconsin
$413K -$189K -503 -31%
FWS
5402
FinDec Wealth Services
California
$412K -$276K -736 -40%
KIC
5403
Keating Investment Counselors
Florida
$411K -$63.8K -170 -13%
RFP
5404
Roth Financial Partners
Texas
$411K
MFGP
5405
Marshall Financial Group (Pennsylvania)
Pennsylvania
$410K -$93.8K -250 -19%
IAMH
5406
IvyRock Asset Management (HK)
Hong Kong
$409K
FAC
5407
Financial Advisory Corporation
Michigan
$407K
SA
5408
Sunesis Advisors
Kansas
$406K
SC
5409
Steph & Co
Wisconsin
$405K +$23.7K +63 +6%
MFG
5410
Marmo Financial Group
Tennessee
$405K -$5.25K -14 -1%
BBL
5411
Beck Bode LLC
Massachusetts
$401K -$470K -1,252 -54%
BRIA
5412
Balanced Rock Investment Advisors
Massachusetts
$401K +$6.76K +18 +2%
IHWM
5413
Iron Horse Wealth Management
Iowa
$397K -$86.7K -231 -18%
HP
5414
Highlander Partners
Texas
$394K
AT
5415
Avenir Tech
Hong Kong
$394K +$394K +1,050 New
AWA
5416
Adapt Wealth Advisors
Georgia
$391K -$36.8K -98 -9%
RPA
5417
Redwood Park Advisors
California
$390K -$32.7K -87 -8%
SJGA
5418
Stephen J. Garry & Associates
New York
$389K
HFA
5419
Highland Financial Advisors
New Jersey
$388K -$82.6K -220 -18%
FFW
5420
Fusion Family Wealth
New York
$387K
MC
5421
McCarthy & Cox
Ohio
$387K -$37.1K -99 -9%
CPC
5422
CFC Planning Company
Indiana
$386K +$37.9K +101 +11%
WS
5423
Wela Strategies
Georgia
$386K +$386K +1,028 New
BIS
5424
BG Investment Services
Guam
$386K +$89.7K +239 +30%
FWM
5425
FSR Wealth Management
Illinois
$384K -$240K -640 -39%