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Microsoft

5,681 hedge funds and large institutions have $1.97T invested in Microsoft in 2025 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 2,595 increasing their positions, 2,582 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,681
Holders Change
-104
Holders Change %
-1.8%
% of All Funds
77.17%
Holding in Top 10
2,794
Holding in Top 10 Change
-221
Holding in Top 10 Change %
-7.33%
% of All Funds
37.95%
New
163
Increased
2,595
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 %
HFM
626
Harvest Fund Management
China
$127M +$2.46M +6,550 +2%
ETC
627
Exchange Traded Concepts
Oklahoma
$125M -$9.89M -26,337 -7%
NCM
628
Nearwater Capital Markets
Ireland
$125M +$39M +103,775 +45%
ZCI
629
Zevenbergen Capital Investments
Washington
$124M -$365K -972 -0.3%
CF
630
Covea Finance
France
$124M -$1.69M -4,514 -1%
GT
631
Greenleaf Trust
Michigan
$124M +$1.31M +3,490 +1%
BA
632
Bristlecone Advisors
Washington
$123M -$798K -2,125 -0.6%
JLBC
633
J.L. Bainbridge & Co
Florida
$123M +$514K +1,370 +0.4%
SBH
634
Segall Bryant & Hamill
Illinois
$122M -$4.3M -11,449 -3%
BSA
635
Braun Stacey Associates
New York
$122M -$1.14M -3,041 -0.9%
CCM
636
Chilton Capital Management
Texas
$122M -$2.08M -5,541 -2%
SWP
637
Stratos Wealth Partners
Ohio
$122M -$8.24M -21,948 -6%
IAA
638
Independent Advisor Alliance
North Carolina
$121M -$936K -2,493 -0.8%
FI
639
Focused Investors
California
$121M -$3M -8,000 -2%
AWS
640
Atria Wealth Solutions
New York
$121M -$32.8M -87,368 -21%
SRIM
641
Saratoga Research & Investment Management
California
$121M +$2.85M +7,601 +2%
WA
642
Waverly Advisors
Alabama
$120M +$42M +111,962 +54%
CA
643
Cornerstone Advisors
North Carolina
$120M
HW
644
Hancock Whitney
Mississippi
$119M -$27.4K -73 -0%
MTC
645
McDaniel Terry & Co
Texas
$118M +$22.1K +59 +0%
TP
646
Third Point
New York
$118M -$107M -285,000 -48%
A
647
Allianz
Germany
$118M -$9.3M -24,761 -7%
GKIM
648
GW&K Investment Management
Massachusetts
$118M -$105K -279 -0.1%
MFIM
649
Mesirow Financial Investment Management
Illinois
$118M -$890K -2,372 -0.8%
SG Americas Securities
650
SG Americas Securities
New York
$117M -$100M -266,649 -46%