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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 %
VF
5426
Vista Finance
Missouri
$382K +$375 +1 +0.1%
WLG
5427
Williamson Legacy Group
Indiana
$381K -$1.08M -2,886 -74%
SC
5428
Swan Capital
Florida
$380K +$14.3K +38 +4%
HC
5429
Hurley Capital
New York
$378K +$46.6K +124 +14%
AA
5430
ArborFi Advisors
Michigan
$378K -$24.4K -65 -6%
HCA
5431
Hyperion Capital Advisors
New York
$378K
SWA
5432
Safir Wealth Advisors
New Hampshire
$378K +$122K +326 +48%
BWM
5433
BCGM Wealth Management
Indiana
$377K +$10.9K +29 +3%
KAM
5434
Kraft Asset Management
Tennessee
$377K -$73.2K -195 -16%
BWA
5435
Bestgate Wealth Advisors
Maryland
$375K -$5.63K -15 -1%
BAM
5436
BOCHK Asset Management
Hong Kong
$375K -$8.71M -23,200 -96%
IFA
5437
Interactive Financial Advisors
Illinois
$375K
MM
5438
Meridian Management
Arkansas
$374K -$572K -1,524 -60%
CCAL
5439
City Center Advisors LLC
Michigan
$373K +$26.3K +70 +8%
IWC
5440
Infinity Wealth Counsel
Ohio
$373K -$11.3K -30 -3%
DRP
5441
Decker Retirement Planning
Utah
$371K -$4.2M -11,183 -92%
SPIA
5442
Strategic Point Investment Advisors
Rhode Island
$370K
CWM
5443
Certus Wealth Management
California
$369K
MWA
5444
Mills Wealth Advisors
Texas
$367K +$15.4K +41 +4%
AFM
5445
Armstrong Fleming & Moore
District of Columbia
$367K -$1.28M -3,410 -78%
CCA
5446
Clarity Capital Advisors
Florida
$366K
PS
5447
Pinney & Scofield
Massachusetts
$366K -$15K -40 -4%
TCFP
5448
Treasure Coast Financial Planning
Florida
$365K
TWD
5449
True Wealth Design
Ohio
$363K +$126K +337 +54%
NA
5450
Nestegg Advisors
New York
$362K +$375 +1 +0.1%