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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 %
ASN
726
Advisory Services Network
Georgia
$94M -$5.22M -13,904 -5%
NL
727
NWAM LLC
Washington
$93.6M -$2.2M -5,857 -2%
CF
728
Cypress Funds
California
$93.5M
FCBT
729
First Citizens Bank & Trust
North Carolina
$92.7M +$1.58M +4,213 +2%
PL
730
Parthenon LLC
Kentucky
$92.7M +$119K +317 +0.1%
SEIA
731
Signature Estate & Investment Advisors
California
$92.6M +$32.1M +85,520 +53%
OAM
732
Ostrum Asset Management
France
$92.4M +$62.7M +166,957 +211%
AA
733
Ancora Advisors
Ohio
$91.9M +$1.02M +2,716 +1%
TIA
734
Tandem Investment Advisors
South Carolina
$91.7M +$16.5M +44,073 +22%
AT
735
Avalon Trust
New Mexico
$91.6M +$928K +2,471 +1%
AC
736
Allstate Corporation
Illinois
$91M +$12.3M +32,810 +16%
KFC
737
Klingenstein Fields & Co
New York
$90.9M +$16.9K +45 +0%
CTC
738
Central Trust Company
Missouri
$90.8M -$1.83M -4,862 -2%
GA
739
GuoLine Advisory
Singapore
$90.4M
SFG
740
Sather Financial Group
Texas
$89.9M -$4.23M -11,276 -4%
SFM
741
Stack Financial Management
Montana
$89.9M -$860K -2,291 -0.9%
BHC
742
Bowen Hanes & Co
Florida
$89.8M -$378K -1,007 -0.4%
GAM
743
Gotham Asset Management
New York
$89.7M +$4.83M +12,858 +6%
MYLI
744
Meiji Yasuda Life Insurance
Japan
$89.7M +$6.06M +16,140 +7%
CG
745
Caprock Group
Idaho
$89.2M +$3.5M +9,327 +4%
CTI
746
Community Trust & Investment
Kentucky
$89.2M +$678K +1,807 +0.8%
TW
747
Trajan Wealth
Arizona
$89.2M +$6.39M +17,013 +8%
MA
748
Mutual Advisors
Nebraska
$89.2M +$7.17M +18,309 +9%
CWM
749
Calamos Wealth Management
Illinois
$89M +$4.86M +12,945 +6%
GD
750
Grandfield & Dodd
New York
$89M -$270K -720 -0.3%