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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 %
KC
5501
Kinloch Capital
Virginia
$301K +$9.39K +25 +3%
LWAM
5502
Legacy Wealth Asset Management
Minnesota
$301K
LODC
5503
Lanham O'Dell & Company
West Virginia
$300K
RFP
5504
RCS Financial Planning
Maryland
$300K -$12.4K -33 -4%
EPM
5505
Elm Partners Management
Pennsylvania
$300K +$43.5K +116 +17%
HCM
5506
Hudson Capital Management
New Jersey
$300K +$31.2K +83 +12%
SF
5507
SageOak Financial
Oklahoma
$299K
STCOSD
5508
Sageworth Trust Company of South Dakota
South Dakota
$299K +$299K +797 New
SIAM
5509
Sterling Investment Advisors (Missouri)
Missouri
$298K -$4.51K -12 -1%
PFA
5510
Portland Financial Advisors
New York
$298K +$39.4K +105 +15%
TCM
5511
TABR Capital Management
California
$297K +$15.8K +42 +6%
BP
5512
BCK Partners
New York
$295K -$178K -474 -38%
PWG
5513
Private Wealth Group
Florida
$294K
LWM
5514
Latko Wealth Management
Illinois
$293K -$133K -354 -31%
BCM
5515
Beddow Capital Management
Wyoming
$291K
SF
5516
SWP Financial
California
$290K -$19.5K -52 -6%
OAP
5517
One Advisory Partners
Kansas
$290K +$14.3K +38 +5%
MAM
5518
Mullooly Asset Management
New Jersey
$288K +$288K +767 New
CAM
5519
Clarity Asset Management
Iowa
$288K -$28.5K -76 -9%
AF
5520
Amara Financial
California
$287K +$376 +1 +0.1%
NFP
5521
NorthLanding Financial Partners
New York
$286K
RHJA
5522
Rice Hall James & Associates
California
$285K +$11.6K +31 +4%
KCM
5523
Kennicott Capital Management
California
$284K -$69.8K -186 -20%
HEIP
5524
Hudson Edge Investment Partners
New Jersey
$282K +$82.2K +219 +41%
IWM
5525
Inlight Wealth Management
Georgia
$280K +$375 +1 +0.1%