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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 %
BCAM
951
Boston Common Asset Management
Massachusetts
$58.5M +$4.95M +13,182 +9%
NHC
952
Nicholas Hoffman & Company
Georgia
$58.4M -$244K -651 -0.4%
WCM
953
Wedge Capital Management
North Carolina
$58.3M -$1.06M -2,824 -2%
RWM
954
Ritholtz Wealth Management
New York
$58.1M +$1.01M +2,682 +2%
HMP
955
HS Management Partners
New York
$58.1M +$3.63M +9,680 +7%
AHC
956
Adell Harriman & Carpenter
Texas
$58M +$292K +779 +0.5%
BFS
957
Bard Financial Services
Connecticut
$57.9M -$966K -2,574 -2%
SFS
958
Sowell Financial Services
Arkansas
$57.7M -$960K -2,558 -2%
PCA
959
Pallas Capital Advisors
Massachusetts
$57.6M +$783K +2,087 +1%
BBA
960
BLB&B Advisors
Pennsylvania
$57.3M -$1.97M -5,255 -3%
UH
961
Unigestion Holding
Switzerland
$57.2M -$1.77M -4,718 -3%
TCOT
962
Trust Company of Toledo
Ohio
$57.1M +$361K +961 +0.6%
MHIC
963
Marble Harbor Investment Counsel
Massachusetts
$57.1M -$1.84M -4,909 -3%
ATI
964
Act Two Investors
California
$57M +$1.16M +3,077 +2%
SPC
965
Sigma Planning Corp
Michigan
$56.9M +$910K +2,425 +2%
FSA
966
Fort Sheridan Advisors
Illinois
$56.9M -$2.65M -7,064 -4%
DAS
967
Dynamic Advisor Solutions
Arizona
$56.9M -$108K -288 -0.2%
YIA
968
YHB Investment Advisors
Connecticut
$56.9M +$75.5K +201 +0.1%
JAFL
969
Jay A. Fishman Ltd
Michigan
$56.8M -$2.07M -5,521 -4%
NCM
970
Nellore Capital Management
California
$56.8M +$1.13M +3,000 +2%
TW
971
Transform Wealth
Colorado
$56.6M -$137K -365 -0.2%
MLCM
972
M & L Capital Management
United Kingdom
$56.4M
MMA
973
Mizuho Markets Americas
New York
$56.3M +$938K +2,500 +2%
SL
974
Summitry LLC
California
$56.1M +$2.99M +7,970 +6%
CAM
975
Cidel Asset Management
Ontario, Canada
$56M -$3.59M -9,556 -6%