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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 %
ST
901
Sabal Trust
Florida
$64.9M -$681K -1,813 -1%
VCP
902
Verus Capital Partners
Arizona
$63.9M -$61.2K -163 -0.1%
TA
903
TRB Advisors
New York
$63.8M
PS
904
Principal Securities
Iowa
$63.7M +$279K +661 +0.4%
SW
905
SteelPeak Wealth
California
$63.4M +$10.6M +28,334 +20%
QCG
906
Quadrant Capital Group
Ohio
$63.2M +$30.3M +80,835 +92%
GC
907
Grimes & Company
Massachusetts
$63.2M -$85.2K -227 -0.1%
PIM
908
Provident Investment Management
Michigan
$63.2M +$288K +768 +0.5%
EGA
909
Eagle Global Advisors
Texas
$63.2M -$259K -690 -0.4%
BFA
910
Bragg Financial Advisors
North Carolina
$62.9M +$67.9K +181 +0.1%
CIM
911
Confluence Investment Management
Missouri
$62.9M -$55.5M -147,964 -47%
MGIA
912
Moneta Group Investment Advisors
Missouri
$62.6M +$1.59M +4,224 +3%
UF
913
Univest Financial
Pennsylvania
$62.5M +$2.39M +6,374 +4%
GVAG
914
Great Valley Advisor Group
Delaware
$62.4M -$3.56M -9,476 -5%
SLI
915
Sumitomo Life Insurance
Japan
$62.2M +$1.53M +4,063 +3%
SF
916
Summit Financial
New Jersey
$62.2M +$13.2M +35,177 +27%
FCIM
917
Fairview Capital Investment Management
California
$61.9M +$403K +1,074 +0.7%
NC
918
NZS Capital
Colorado
$61.9M -$29.1M -77,396 -32%
CCM
919
Compass Capital Management
Minnesota
$61.7M +$770K +2,050 +1%
CUAMC
920
China Universal Asset Management Company
China
$61.6M +$6.53M +17,383 +12%
CWP
921
Cyndeo Wealth Partners
Florida
$61.5M +$6.17M +16,432 +11%
HWA
922
Heritage Wealth Advisors
Virginia
$61.5M -$390K -1,040 -0.6%
FGP
923
Freestone Grove Partners
California
$61.3M +$13.3M +35,550 +28%
FFM
924
Fullerton Fund Management
Singapore
$61.1M -$113M -301,899 -65%
MAM
925
Madison Asset Management
Wisconsin
$61.1M +$5.55M +14,787 +10%