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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 %
CIA
826
Capital Investment Advisors
Georgia
$76.1M +$3.44M +9,159 +5%
VFA
827
Valeo Financial Advisors
Indiana
$75.6M +$935K +3,390 +1%
SSB
828
Sandy Spring Bank
Maryland
$75.3M -$2.83M -7,550 -4%
PA
829
Paralel Advisors
Colorado
$75.1M
BWP
830
Baldwin Wealth Partners
Massachusetts
$75.1M +$815K +2,171 +1%
FAB
831
First American Bank
Illinois
$74.8M -$294K -782 -0.4%
EWM
832
Empirical Wealth Management
Washington
$74.7M +$2.81M +7,498 +4%
RIG
833
RiverFront Investment Group
Virginia
$74.6M +$6.77M +18,037 +10%
ICP
834
Ironvine Capital Partners
Nebraska
$74.3M -$810K -2,157 -1%
CAMG
835
CWA Asset Management Group
Florida
$74.1M +$1.76M +4,696 +2%
CSP
836
Cary Street Partners
Virginia
$74M +$3.24M +8,629 +5%
WFMPM
837
Woodley Farra Manion Portfolio Management
Indiana
$73.9M +$153K +408 +0.2%
FNBT
838
FineMark National Bank & Trust
Florida
$73.7M +$36.8K +98 +0%
GH
839
GAM Holding
Switzerland
$73.3M +$4.02M +10,717 +6%
PCM
840
Parsons Capital Management
Rhode Island
$73.2M -$515K -1,372 -0.7%
EWA
841
Exencial Wealth Advisors
Oklahoma
$72.9M -$333K -887 -0.5%
DP
842
Dearborn Partners
Illinois
$72.9M -$7.66M -20,396 -10%
RMCM
843
Reynders McVeigh Capital Management
Massachusetts
$72.7M +$826K +2,200 +1%
HCMG
844
Howard Capital Management Group
California
$72.5M -$404K -1,077 -0.6%
PSP
845
Pacific Sage Partners
Washington
$72.5M -$1.1M -2,941 -2%
WI
846
Wahed Invest
New York
$72.4M +$1.66M +4,429 +2%
AF
847
Aviso Financial
Ontario, Canada
$72.1M +$4.43M +11,805 +7%
LCAM
848
London & Capital Asset Management
United Kingdom
$71.8M +$6.48M +17,260 +10%
PMAM
849
Picton Mahoney Asset Management
Ontario, Canada
$71.5M +$6.78M +18,066 +10%
VIM
850
Vancity Investment Management
British Columbia, Canada
$70.8M +$70.8M +188,514 New