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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 %
GRR
5451
Golden Reserve Retirement
Ohio
$361K +$361K +960 New
MCA
5452
Maryland Capital Advisors
Maryland
$358K
BWM
5453
Benchmark Wealth Management
Connecticut
$358K -$17.3K -46 -5%
MA
5454
McGrath & Associates
North Carolina
$358K +$73.5K +196 +26%
KFGG
5455
Keystone Financial Group (Georgia)
Georgia
$358K -$30.3K -70 -8%
SMCM
5456
Sky-Mountain Capital Management
Idaho
$356K +$356K +947 New
AP
5457
Aspect Partners
Virginia
$355K -$3.38K -9 -0.9%
VF
5458
Vawter Financial
Ohio
$354K -$26.3K -70 -7%
CIM
5459
Cambria Investment Management
California
$354K -$33.8K -90 -9%
TFP
5460
Traction Financial Partners
Wyoming
$353K -$88.6K -236 -20%
CCM
5461
Causeway Capital Management
California
$353K
PWP
5462
PrairieView Wealth Partners
Illinois
$349K
SA
5463
Sicart Associates
New York
$348K
LG
5464
LAM Group
Oregon
$347K +$4.51K +12 +1%
WCM
5465
WealthTrak Capital Management
Virginia
$346K -$59.7K -159 -15%
MGWA
5466
Monument Group Wealth Advisors
Massachusetts
$346K -$21K -56 -6%
BHWM
5467
Bay Harbor Wealth Management
Maryland
$343K +$133K +355 +64%
AU
5468
Algebris (UK)
United Kingdom
$342K -$654K -1,882 -66%
ICMP
5469
Integrated Capital Management (Pennsylvania)
Pennsylvania
$338K
AC
5470
AIFG Consultants
New York
$336K +$5.26K +14 +2%
AFA
5471
Alpha Financial Advisors
North Carolina
$336K +$8.63K +23 +3%
DSCM
5472
Del-Sette Capital Management
New York
$336K -$1.13K -3 -0.3%
PAG
5473
Poinciana Advisors Group
Florida
$333K +$77.7K +207 +30%
YWM
5474
Yardley Wealth Management
Pennsylvania
$330K -$785K -2,094 -70%
LFG
5475
Leverty Financial Group
Wisconsin
$329K