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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 %
LBC
1026
Lowe Brockenbrough & Co
Virginia
$50.9M -$1.45M -3,855 -3%
VC
1027
Vestor Capital
Illinois
$50.8M -$22.3M -59,413 -31%
WDA
1028
Wendell David Associates
New Hampshire
$50.7M -$1.43M -3,800 -3%
AUB
1029
Atlantic Union Bankshares
Virginia
$50.7M -$701K -1,867 -1%
TCM
1030
Tran Capital Management
California
$50.5M -$3.97M -10,574 -7%
WIM
1031
Weitz Investment Management
Nebraska
$50.5M +$33.3M +88,625 +193%
BFIM
1032
Beese Fulmer Investment Management
Ohio
$50.5M +$776K +2,066 +2%
JWM
1033
Jackson Wealth Management
Florida
$50.4M -$241K -641 -0.5%
FPAS
1034
Focus Partners Advisor Solutions
Missouri
$50.4M +$948K +2,524 +2%
RBA
1035
Richard Bernstein Advisors
New York
$50.2M -$2.61M -6,958 -5%
BFA
1036
Beaumont Financial Advisors
Massachusetts
$50.2M -$160K -427 -0.3%
MSR
1037
Main Street Research
Connecticut
$50.2M +$1.45M +3,859 +3%
PIM
1038
Penobscot Investment Management
Massachusetts
$50.1M -$105K -281 -0.2%
SCA
1039
Stonebridge Capital Advisors
Minnesota
$49.7M +$1.72M +4,573 +4%
USCWA
1040
U.S. Capital Wealth Advisors
Texas
$49.6M +$3.53M +9,405 +8%
CDDEC
1041
Caisse Des Depots Et Consignations
France
$49.6M
JWBC
1042
J.W. Burns & Co
New York
$49.6M -$338K -901 -0.7%
ATPW
1043
Ashton Thomas Private Wealth
Arizona
$49.6M +$479K +1,275 +1%
AC
1044
Armistice Capital
New York
$49.6M +$13.5M +36,034 +38%
SIMG
1045
Sonora Investment Management Group
Arizona
$49.5M +$14.6K +39 +0%
AWA
1046
Arkadios Wealth Advisors
Georgia
$49.5M +$16.2M +43,063 +49%
TFS
1047
Thoroughbred Financial Services
Tennessee
$49.4M +$531K +1,414 +1%
MSA
1048
MUFG Securities Americas
New York
$49.4M +$8.2M +21,842 +20%
Financial Engines Advisors
1049
Financial Engines Advisors
California
$49.4M -$83.3K -222 -0.2%
NOCM
1050
Night Owl Capital Management
Connecticut
$49.3M +$1.73M +4,601 +4%