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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 %
FC
5651
Family CFO
California
$116K
SSG
5652
Summit Securities Group
New York
$113K +$113K +300 New
EI
5653
Ecofi Investissements
France
$112K +$112K +350 New
CW
5654
Cooksen Wealth
Texas
$96.3K +$96.3K +229 New
AFS
5655
Anderson Financial Strategies
Ohio
$89.3K +$75.1K +200 +526%
NWM
5656
Navigoe Wealth Management
California
$87K -$42K -112 -33%
BFS
5657
Bare Financial Services
Pennsylvania
$81.5K
KIG
5658
Kessler Investment Group
Indiana
$80.7K -$4.28M -11,409 -98%
HFS
5659
Horizon Financial Services
North Carolina
$78.1K +$16.5K +44 +27%
LSV Asset Management
5660
LSV Asset Management
Illinois
$78K +$39K +104 +100%
BG
5661
Bellevue Group
Switzerland
$76.2K
HIA
5662
HFM Investment Advisors
New Jersey
$73.1K +$73.1K +195 New
GG
5663
Gleason Group
Kentucky
$71.5K +$375 +1 +0.5%
WFA
5664
Wells Financial Advisors
Massachusetts
$63.8K
MDCM
5665
Morgan Dempsey Capital Management
Wisconsin
$61.9K -$5.63K -15 -8%
CWA
5666
Carolina Wealth Advisors
South Carolina
$60.8K -$13.9K -37 -19%
RJA
5667
Ross\Johnson & Associates
Minnesota
$58.6K +$35.7K +95 +156%
IA
5668
IFS Advisors
Kansas
$56.6K +$18.9K +50 +50%
RWA
5669
Redmont Wealth Advisors
Illinois
$54.4K -$352K -938 -87%
MG
5670
MilWealth Group
Wisconsin
$52.6K
WOC
5671
West Oak Capital
California
$47.7K -$1.69K -450 -3%
VARA
5672
Value Aligned Research Advisors
New Jersey
$45K -$98.4K -262 -69%
AWM
5673
Avondale Wealth Management
Texas
$41.3K
PS
5674
PayPay Securities
Japan
$36.7K -$28.4K -75 -44%
CJH
5675
Christopher J. Hasenberg
Wisconsin
$36.3K