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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 %
NEPPG
5551
New England Professional Planning Group
Rhode Island
$266K
MWM
5552
Maltin Wealth Management
New Jersey
$265K -$24.4K -65 -8%
BWM
5553
Buska Wealth Management
Wisconsin
$265K -$10.9K -29 -4%
GS
5554
Gagnon Securities
New York
$264K +$9.01K +24 +4%
SPWM
5555
Straight Path Wealth Management
Michigan
$264K +$6.01K +16 +2%
PWAC
5556
Private Wealth Advisors (California)
California
$264K +$375 +1 +0.1%
FPW
5557
Flagship Private Wealth
Massachusetts
$263K -$80.7K -215 -23%
EFP
5558
Envision Financial Planning
Tennessee
$263K +$23.3K +62 +10%
VI
5559
Versor Investments
New York
$263K +$79.2K +211 +43%
GKFF
5560
George Kaiser Family Foundation
Oklahoma
$263K +$263K +701 New
LAMC
5561
Longview Asset Management (California)
California
$262K
SC
5562
Skylands Capital
Wisconsin
$261K
MWP
5563
MYCIO Wealth Partners
Pennsylvania
$259K
EI
5564
eCIO Inc
Wisconsin
$258K +$258K +686 New
CIM
5565
Corbyn Investment Management
Maryland
$257K -$18K -48 -7%
FA
5566
Financial Alternatives
California
$256K +$1.13K +3 +0.4%
RVM
5567
Robinson Value Management
Texas
$255K -$140K -374 -35%
RWS
5568
Rochester Wealth Strategies
Michigan
$255K +$255K +680 New
FEM
5569
Fulcrum Equity Management
Texas
$255K -$474K -1,263 -65%
DGI
5570
Disciplined Growth Investors
Minnesota
$255K
SWM
5571
Stapp Wealth Management
Washington
$254K
AAG
5572
Accordant Advisory Group
Maryland
$248K +$25.5K +68 +11%
1NWS
5573
1 North Wealth Services
Maryland
$247K -$9.39K -25 -4%
FIS
5574
Fischer Investment Strategies
California
$247K -$18.4K -49 -7%
SIMC
5575
Squire Investment Management Company
Utah
$246K +$246K +656 New