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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 %
HWM
5601
Horizons Wealth Management
North Carolina
$226K
CSC
5602
Cove Street Capital
California
$225K -$30K -80 -12%
CF
5603
Conquis Financial
California
$225K -$11.3K -30 -5%
BCM
5604
BlueCrest Capital Management
Jersey
$225K
RBC
5605
Rye Brook Capital
Connecticut
$225K
CCM
5606
Cambridge Capital Management
Illinois
$225K
UI
5607
Unconventional Investor
New Hampshire
$225K -$1.88K -5 -0.8%
CM
5608
Cornerstone Management
Georgia
$224K -$4.13K -11 -2%
LPP
5609
Life Planning Partners
Florida
$222K +$19.1K +51 +9%
AAS
5610
Asset Allocation Strategies
Michigan
$219K -$25.9K -69 -11%
PMIM
5611
Prudent Man Investment Management
Colorado
$219K
G
5612
Gainplan
Michigan
$217K -$164K -437 -43%
VBA
5613
von Borstel & Associates
Oregon
$216K -$50.5K -135 -19%
ALS
5614
Andrew L. Share
$216K
GVIC
5615
Global Value Investment Corporation
Wisconsin
$214K +$6.38K +17 +3%
VF
5616
Vestment Financial
Minnesota
$213K -$23.7K -62 -10%
LWP
5617
Laurel Wealth Planning
Minnesota
$213K
SVWA
5618
Sarver Vrooman Wealth Advisors
Missouri
$213K +$213K +567 New
CCG
5619
Capital CS Group
California
$212K
AOG
5620
Alpha Omega Group
Virginia
$211K +$211K +563 New
TF
5621
Theory Financial
Colorado
$211K
CWM
5622
Consultiva Wealth Management
Puerto Rico
$207K +$56.3K +150 +37%
WFC
5623
Western Financial Corp
California
$207K -$322K -858 -61%
SW
5624
Schulz Wealth
Texas
$206K -$6.38K -17 -3%
MHIP
5625
Mountain Hill Investment Partners
New Jersey
$206K -$15K -40 -7%