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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 %
MGIA
1101
Matthew Goff Investment Advisor
Texas
$44.3M -$136K -361 -0.3%
AG
1102
Ascent Group
Virginia
$44.2M +$8.52M +22,684 +24%
FB
1103
Fulton Bank
Pennsylvania
$44M -$19.9K -53 -0%
GI
1104
GAMCO Investors
Connecticut
$43.9M -$3.63M -9,672 -8%
EW
1105
Evoke Wealth
California
$43.8M +$3.39M +9,040 +8%
SC
1106
Strategy Capital
California
$43.6M -$2.03M -5,401 -4%
NSEDCP
1107
NJ State Employees Deferred Compensation Plan
New Jersey
$43.3M -$976K -2,600 -2%
CISOA
1108
Capital Investment Services of America
Wisconsin
$43.2M +$385K +1,026 +0.9%
KJWM
1109
Kiley Juergens Wealth Management
Washington
$43M -$18K -48 -0%
KC
1110
Kadensa Capital
Hong Kong
$42.9M +$2.3M +6,125 +6%
FFP
1111
FourThought Financial Partners
Florida
$42.9M +$2.08M +5,540 +5%
Citadel Advisors
1112
Citadel Advisors
Florida
$42.8M -$313M -834,122 -88%
ST
1113
Spinnaker Trust
Maine
$42.8M -$1.24M -3,312 -3%
SCA
1114
Stillwater Capital Advisors
Pennsylvania
$42.7M -$649K -1,729 -1%
KWMG
1115
King Wealth Management Group
Florida
$42.6M +$429K +1,142 +1%
RFA
1116
Rollins Financial Advisors
New York
$42.6M -$1.58M -4,199 -4%
Kayne Anderson Rudnick Investment Management
1117
Kayne Anderson Rudnick Investment Management
California
$42.5M +$1.78M +4,750 +4%
CVA
1118
Ceredex Value Advisors
Florida
$42.5M +$3.71M +9,889 +10%
HI
1119
Hoey Investments
Pennsylvania
$42.4M -$8.09M -21,559 -16%
WSCM
1120
Wellington Shields Capital Management
New York
$42.2M -$125M -332,275 -75%
RSVP
1121
Ramsay Stattman Vela & Price
Colorado
$42.2M +$167K +444 +0.4%
DSAM
1122
Dock Street Asset Management
Florida
$42.1M +$4.7M +12,510 +13%
Parallax Volatility Advisers
1123
Parallax Volatility Advisers
California
$42.1M +$29.6M +78,885 +237%
1WA
1124
180 Wealth Advisors
Washington
$41.9M +$895K +2,385 +2%
SRC
1125
Shufro Rose & Co
New York
$41.9M -$212K -565 -0.5%