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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 %
EA
5526
Ergawealth Advisors
Illinois
$278K -$3.75K -10 -1%
SA
5527
Sincerus Advisory
New York
$278K -$13.1K -35 -5%
1L
5528
10Elms LLP
Oklahoma
$278K
PFA
5529
Peak Financial Advisors
Colorado
$278K -$10.5K -28 -4%
DWM
5530
David Wealth Management
Virginia
$278K -$3.01K -8 -1%
KPPF
5531
Klein Pavlis & Peasley Financial
California
$277K +$51.2K +134 +23%
LA
5532
LPF Advisors
Florida
$276K
MFS
5533
McNamara Financial Services
Massachusetts
$276K
JC
5534
JBGlobal.com
New York
$275K
JFG
5535
JDM Financial Group
Texas
$274K +$11.6K +31 +4%
5SA
5536
5th Street Advisors
Connecticut
$274K +$274K +730 New
HWA
5537
Hillcrest Wealth Advisors
New Jersey
$273K
NHFG
5538
New Harbor Financial Group
Massachusetts
$273K -$938K -2,500 -77%
AWA
5539
Aquire Wealth Advisors
Utah
$273K +$6.76K +18 +3%
DB
5540
Dravo Bay
Delaware
$271K -$19.5K -52 -7%
RWP
5541
Ridgeline Wealth Planning
Ohio
$270K +$270K +720 New
S4W
5542
Solutions 4 Wealth
Texas
$269K -$38.3K -102 -12%
FIG
5543
FSA Investment Group
Florida
$269K +$269K +716 New
RW
5544
Ridgeline Wealth
Arizona
$268K -$4.88K -13 -2%
TFG
5545
Team Financial Group
California
$268K +$268K +714 New
AC
5546
Applied Capital
Arkansas
$268K -$205K -545 -43%
CCM
5547
Crabel Capital Management
California
$267K -$126K -336 -32%
TCM
5548
Towneley Capital Management
California
$267K -$742K -1,977 -74%
SFA
5549
Spectrum Financial Alliance
Kentucky
$267K
XPN
5550
XY Planning Network
Montana
$266K -$1M -2,666 -79%