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Microsoft

5,685 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, 2,598 increasing their positions, 2,582 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,685
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
2,598
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 %
TVM
5801
True Vision MN
Minnesota
-$484K -1,148 Closed
SPA
5802
Sherbrooke Park Advisers
New York
-$466K -1,105 Closed
CC
5803
Carlson Capital
Texas
-$464K -1,100 Closed
DACS
5804
Dymon Asia Capital (Singapore)
Singapore
-$464K -1,100 Closed
JPG
5805
Jordan Park Group
California
-$464K -1,100 Closed
IFU
5806
iSAM Funds (UK)
United Kingdom
-$407K -965 Closed
KCMH
5807
Keywise Capital Management (HK)
Hong Kong
-$400K -950 Closed
COA
5808
Crown Oak Advisors
California
-$377K -895 Closed
PFA
5809
Pinnacle Family Advisors
Missouri
-$329K -781 Closed
GVCM
5810
Global View Capital Management
Wisconsin
-$326K -780 Closed
BCA
5811
Bernzott Capital Advisors
California
-$323K -767 Closed
AFFA
5812
ALM First Financial Advisors
Texas
-$320K -760 Closed
PHM
5813
Prospect Hill Management
New Jersey
-$316K -750 Closed
GCM
5814
Garland Capital Management
Washington
-$285K -675 Closed
WWP
5815
Wise Wealth Partners
Arizona
-$278K -660 Closed
MM
5816
MQS Management
New York
-$248K -588 Closed
FA
5817
FC Advisory
Pennsylvania
-$248K -587 Closed
ADMI
5818
Albert D. Mason Inc
Massachusetts
-$230K -545 Closed
MAG
5819
Mokosak Advisory Group
Iowa
-$228K -542 Closed
WRM
5820
Weybosset Research & Management
Rhode Island
-$228K -540 Closed
BWA
5821
BCU Wealth Advisors
Illinois
-$224K -532 Closed
ES
5822
ETF Store
Kansas
-$220K -522 Closed
KWM
5823
Kanen Wealth Management
Florida
-$224K -521 Closed
EA
5824
Evergreen Advisors
Tennessee
-$218K -518 Closed
LKWM
5825
Lee-Kelleher Wealth Management
Maryland
-$217K -516 Closed