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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 %
LFAS
976
Level Four Advisory Services
Texas
$55.9M +$2.63M +6,996 +5%
DCM
977
Dupont Capital Management
Delaware
$55.8M +$2.61M +6,961 +5%
BHCM
978
Brevan Howard Capital Management
Jersey
$55.8M +$33.6M +89,481 +151%
MAS
979
Meeder Advisory Services
Ohio
$55.8M +$411K +1,096 +0.7%
FFA
980
Farther Finance Advisors
California
$55.7M +$10.3M +26,872 +23%
HCM
981
Hollencrest Capital Management
California
$55.6M -$566K -1,508 -1%
JG
982
Jain Global
New York
$55.5M +$55.5M +147,846 New
BFS
983
Baskin Financial Services
Ontario, Canada
$55.4M -$90.1K -240 -0.2%
WP
984
Waycross Partners
Kentucky
$54.9M +$9.84M +26,212 +22%
SGAM
985
Smith Group Asset Management
Texas
$54.9M +$1.94M +5,169 +4%
PCM
986
Palestra Capital Management
New York
$54.8M -$57.2M -152,506 -51%
Hotchkis & Wiley Capital Management
987
Hotchkis & Wiley Capital Management
California
$54.6M +$25.5M +67,979 +88%
MWM
988
Modern Wealth Management
Kansas
$54.4M +$15.3M +40,860 +39%
FFWA
989
FRG Family Wealth Advisors
Washington
$54.3M -$502K -1,338 -0.9%
MA
990
Montag & Associates
Georgia
$54.1M -$274K -730 -0.5%
ACM
991
Academy Capital Management
Texas
$54M -$2.27M -6,034 -4%
UM
992
Ulysses Management
New York
$54M -$7.12M -18,980 -12%
CTA
993
Colonial Trust Advisors
South Carolina
$53.9M +$323K +860 +0.6%
DWM
994
Destination Wealth Management
California
$53.9M +$1.1M +2,937 +2%
MAA
995
Matrix Asset Advisors
New York
$53.7M +$746K +1,986 +1%
BVDMP
996
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$53.4M
OPCM
997
Osborne Partners Capital Management
California
$53.4M -$1.69M -4,497 -3%
VSQM
998
V-Square Quantitative Management
Illinois
$53.4M +$2.29M +6,108 +4%
NFC
999
Northeast Financial Consultants
Connecticut
$53.4M -$174K -463 -0.3%
HTHT
1000
Hemenway Trust Hemenway Trust
New Hampshire
$53.3M +$1.65M +4,389 +3%