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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 %
TCM
1051
Twin Capital Management
Pennsylvania
$49.1M -$423K -1,128 -0.9%
HH
1052
Hilltop Holdings
Texas
$48.8M +$1.7M +4,516 +4%
YC
1053
Yarbrough Capital
Tennessee
$48.7M
MOS
1054
MGO One Seven
Ohio
$48.7M +$63.8K +170 +0.1%
CPIG
1055
Chicago Partners Investment Group
Illinois
$48.6M +$3.1M +7,149 +7%
ET
1056
Equitable Trust
Tennessee
$48.6M +$31.2K +83 +0.1%
GMF
1057
Grace & Mercy Foundation
New York
$48.5M
SAM
1058
Sawgrass Asset Management
Florida
$48.5M -$2.58M -6,876 -5%
MIM
1059
Morningstar Investment Management
Illinois
$48.2M +$1.8M +4,791 +4%
MAM
1060
Martingale Asset Management
Massachusetts
$48M -$375K -998 -0.8%
DF
1061
DNCA Finance
France
$47.8M -$5.11M -13,624 -10%
FRA
1062
Frank Rimerman Advisors
California
$47.6M +$2.45M +6,527 +5%
VCAM
1063
Van Cleef Asset Management
Ohio
$47.5M -$676K -1,802 -1%
KFP
1064
KMG Fiduciary Partners
Ohio
$47.5M +$1.42M +3,772 +3%
AIM
1065
Avity Investment Management
Connecticut
$47.5M -$472K -1,258 -1%
IWM
1066
IHT Wealth Management
Illinois
$47.4M +$1.99M +5,288 +4%
BWFA
1067
Baltimore-Washington Financial Advisors
Maryland
$47.4M +$725K +1,931 +2%
BOH
1068
Bank of Hawaii
Hawaii
$47.4M -$1.38M -3,671 -3%
PIA
1069
Petredis Investment Advisors
Pennsylvania
$47.1M +$570K +1,519 +1%
CCA
1070
Cobblestone Capital Advisors
New York
$46.8M +$131K +350 +0.3%
CA
1071
Callahan Advisors
Texas
$46.8M +$634K +1,688 +1%
RSWM
1072
Robertson Stephens Wealth Management
California
$46.8M -$929K -2,474 -2%
TPCW
1073
TD Private Client Wealth
New York
$46.8M +$2.22M +5,911 +5%
KB
1074
Kimelman & Baird
New York
$46.7M +$95K +253 +0.2%
GI
1075
GAMMA Investing
California
$46.7M +$3.3M +8,781 +8%