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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 %
PWM
5576
Pacific Wealth Management
California
$246K +$375 +1 +0.2%
RS
5577
R Squared
Hong Kong
$244K -$285K -760 -54%
RCG
5578
Ruane, Cunniff & Goldfarb
New York
$244K
AFO
5579
Aurelius Family Office
New Hampshire
$242K -$3K -8 -1%
EF
5580
Elite Financial
Idaho
$240K
LBA
5581
Letko, Brosseau & Associates
Quebec, Canada
$239K
KFSN
5582
Keystone Financial Services (Nebraska)
Nebraska
$239K +$59.3K +158 +33%
LJCM
5583
Lee Johnson Capital Management
Texas
$239K -$3.57M -9,509 -94%
AIM
5584
Archer Investment Management
Texas
$238K +$11.6K +31 +5%
FF
5585
Friday Financial
Iowa
$238K +$238K +624 New
IFPL
5586
Investments & Financial Planning LLC
Kentucky
$237K +$237K +632 New
EG
5587
Ellerson Group
Maryland
$237K
CF
5588
Crosspoint Financial
California
$235K +$235K +626 New
HI
5589
HBK Investments
Texas
$233K +$233K +622 New
GCM
5590
Gunderson Capital Management
South Carolina
$233K -$8.18M -21,767 -97%
RFS
5591
Retirement Financial Solutions
Tennessee
$233K -$161K -429 -41%
WHCFA
5592
William Howard & Co Financial Advisors
Tennessee
$231K +$231K +616 New
SFO
5593
Standard Family Office
South Dakota
$231K -$175K -465 -43%
FVCM
5594
F&V Capital Management
Florida
$231K +$231K +616 New
HF
5595
Holcombe Financial
Georgia
$230K
AI
5596
Arrien Investments
Idaho
$230K -$17.3K -46 -7%
GFA
5597
Grunden Financial Advisory
Texas
$229K +$750 +2 +0.3%
LIA
5598
Luken Investment Analytics
Tennessee
$228K -$2.25K -6 -1%
OF
5599
Outfitter Financial
Maine
$227K -$11.3K -30 -5%
ACM
5600
Altrius Capital Management
North Carolina
$227K +$3.38K +9 +2%