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Microsoft

5,693 hedge funds and large institutions have $1.97T invested in Microsoft in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 2,599 increasing their positions, 2,587 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

2% less funds holding

Funds holding: 5,7935,693 (-100)

7% less funds holding in top 10

Funds holding in top 10: 3,0172,799 (-218)

13% less capital invested

Capital invested by funds: $2.27T → $1.97T (-$298B)

Holders
5,693
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,799
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.2B
Puts
$34.1B
Net Calls
Net Calls Change

Top Buyers

1 +$2.75B
2 +$2.75B
3 +$2.65B
4
BlackRock
BlackRock
New York
+$2.65B
5
Citigroup
Citigroup
New York
+$2.13B
Name Holding Trade Value Shares
Change
Change in
Stake
FA
5826
FC Advisory
Pennsylvania
ADMI
5827
Albert D. Mason Inc
Massachusetts
MAG
5828
Mokosak Advisory Group
Iowa
WRM
5829
Weybosset Research & Management
Rhode Island
BWA
5830
BCU Wealth Advisors
Illinois
ES
5831
ETF Store
Kansas
KWM
5832
Kanen Wealth Management
Florida
EA
5833
Evergreen Advisors
Tennessee
LKWM
5834
Lee-Kelleher Wealth Management
Maryland
ASG
5835
Ariston Services Group
California
MADFP
5836
Michael A Dubis Financial Planning
Wisconsin
QFMHK
5837
Q Fund Management (Hong Kong)
WFS
5838
Weitzel Financial Services
Iowa
SFG
5839
Socha Financial Group
New York
AA
5840
AF Advisors
California
PPW
5841
PACK Private Wealth
Minnesota
WPWM
5842
Windward Private Wealth Management
Kansas
MAV
5843
Mason & Associates (Virginia)
Virginia
LFA
5844
Livelsberger Financial Advisory
Ohio
SFG
5845
Sage Financial Group
Pennsylvania
RC
5846
Rareview Capital
Nevada
FF
5847
Finley Financial
Nevada
SC
5848
Stance Capital
Massachusetts
FWM
5849
FLP Wealth Management
Arkansas
KG
5850
Kieckhefer Group
Wisconsin