MSFT icon

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 %
OWP
801
Obermeyer Wealth Partners
Colorado
$79.8M -$1.23M -3,282 -2%
EF
802
Empowered Funds
Pennsylvania
$79.7M +$7.98M +21,259 +11%
MC
803
Moors & Cabot
Massachusetts
$79.3M -$4.36M -11,609 -5%
GIM
804
Generate Investment Management
New Zealand
$79.1M +$5.5M +14,643 +7%
NB
805
NBT Bank
New York
$79.1M -$1.21M -3,220 -2%
FCM
806
Fernbridge Capital Management
California
$79M +$20.8M +55,284 +36%
WT
807
Washington Trust
Rhode Island
$78.9M -$729K -1,943 -0.9%
ECM
808
Eisler Capital Management
United Kingdom
$78.9M +$75.2M +200,398 +2,023%
VCM
809
Voleon Capital Management
California
$78.5M +$12.6M +33,458 +19%
KCM
810
Kanawha Capital Management
Virginia
$78.4M -$12K -32 -0%
ISL
811
Ingalls & Snyder LLC
New York
$78.2M -$2.1M -5,606 -3%
BCM
812
Brookstone Capital Management
Illinois
$77.9M +$180K +480 +0.2%
Diamond Hill Capital Management
813
Diamond Hill Capital Management
Ohio
$77.9M +$13.1M +35,019 +20%
MVIP
814
Mar Vista Investment Partners
California
$77.8M -$4.22M -11,231 -5%
TF
815
Talbot Financial
Washington
$77.8M -$258K -687 -0.3%
AAM
816
Aureus Asset Management
Massachusetts
$77.5M -$483K -1,286 -0.6%
CPSAC
817
Chas P. Smith & Associates (CPS)
Florida
$77.4M +$77.7K +207 +0.1%
WG
818
Welch Group
Alabama
$77.2M +$992K +2,620 +1%
HPG
819
Harvest Portfolios Group
Ontario, Canada
$77M +$17.8M +47,292 +30%
SS
820
SBI Securities
Japan
$77M -$7.36M -19,604 -9%
HAG
821
HighPoint Advisor Group
Illinois
$76.7M +$687K +1,744 +0.9%
OCM
822
Osterweis Capital Management
California
$76.7M -$4.15M -11,066 -5%
AWM
823
Axxcess Wealth Management
California
$76.5M +$1.33M +3,532 +2%
RC
824
RDST Capital
Washington
$76.5M +$13.7M +36,625 +22%
ZIC
825
ZWJ Investment Counsel
Georgia
$76.4M +$272K +724 +0.4%