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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 %
AC
5476
Attessa Capital
Arizona
$329K -$170K -453 -34%
HA
5477
HC Advisors
Georgia
$328K -$79.6K -212 -20%
PVAMC
5478
PPS&V Asset Management Consultants
Michigan
$328K -$196K -523 -37%
CCMIC
5479
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$327K -$24.4K -65 -7%
HC
5480
Hoese & Co
Minnesota
$325K -$123K -328 -27%
SPA
5481
Shore Point Advisors
New Jersey
$325K
TWCA
5482
Two West Capital Advisors
Kansas
$325K -$60.6K -156 -16%
MRP
5483
Measured Risk Portfolios
California
$324K -$1.13K -3 -0.3%
CEI
5484
Clark Estates Inc
New York
$320K
CWA
5485
Cornerstone Wealth Advisors
Minnesota
$319K
DK
5486
David Kennon
Florida
$317K -$33.8K -90 -10%
AFS
5487
AFG Fiduciary Services
Massachusetts
$316K -$72.2K -185 -19%
WWWM
5488
White Wing Wealth Management
Texas
$315K +$52.9K +144 +20%
M
5489
MYeCFO
California
$315K -$28.5K -76 -8%
OFG
5490
Omega Financial Group
California
$315K +$375 +1 +0.1%
NL
5491
NDWM LLC
California
$314K
SWM
5492
Schwallier Wealth Management
Michigan
$314K +$314K +836 New
FPWM
5493
Five Pine Wealth Management
Idaho
$312K -$12.8K -34 -4%
SC
5494
Sykon Capital
New York
$308K -$46.5K -124 -13%
1CM
5495
1492 Capital Management
Wisconsin
$307K -$13.9K -37 -4%
BIA
5496
Barry Investment Advisors
Massachusetts
$306K +$375 +1 +0.1%
EL
5497
EQ LLC
Washington
$306K +$7.51K +20 +3%
CFGSD
5498
Compass Financial Group (South Dakota)
South Dakota
$303K +$51.5K +137 +20%
BWM
5499
Biltmore Wealth Management
Arizona
$302K
IPA
5500
Investment Planning Advisors
Georgia
$301K +$301K +802 New