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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 %
P
1201
Pitcairn
Pennsylvania
$37.1M -$352K -938 -0.9%
WA
1202
WestEnd Advisors
North Carolina
$37.1M -$2M -5,317 -5%
UI
1203
Untitled Investments
New York
$37.1M +$8.47M +22,554 +30%
QIM
1204
Quest Investment Management
Oregon
$37.1M -$3.55M -9,459 -9%
JIC
1205
Joel Isaacson & Co
New York
$36.8M +$504K +1,343 +1%
SB
1206
Simmons Bank
Arkansas
$36.8M -$408K -1,086 -1%
AC
1207
Addenda Capital
Quebec, Canada
$36.6M -$215K -572 -0.6%
GIA
1208
Gladstone Institutional Advisory
Florida
$36.6M +$2.72M +7,256 +8%
TSW
1209
Thompson Siegel & Walmsley
Virginia
$36.5M -$3.07M -8,186 -8%
NSIM
1210
North Star Investment Management
Illinois
$36.5M -$441K -1,174 -1%
VIP
1211
Vantage Investment Partners
Missouri
$36.5M +$2.61M +6,966 +8%
LDB
1212
Lee, Danner & Bass
Tennessee
$36.4M -$1.82M -4,841 -5%
AC
1213
AMS Capital
Brazil
$36.3M +$12.4M +33,043 +52%
IA
1214
Integrity Alliance
Iowa
$36.2M +$28.4M +75,681 +363%
LA
1215
Lakeside Advisors
Washington
$36.2M -$240K -639 -0.7%
RG
1216
Renaissance Group
Kentucky
$36.2M -$560K -1,491 -2%
CWMK
1217
Caliber Wealth Management (Kansas)
Kansas
$36.1M +$36.1M +96,259 New
CT
1218
Coastline Trust
Rhode Island
$36.1M -$297K -790 -0.8%
TCA
1219
Transcend Capital Advisors
New Jersey
$36.1M +$1.2M +3,208 +3%
BST
1220
Bath Savings Trust
Maine
$36M -$882K -2,349 -2%
DA
1221
Denali Advisors
California
$36M -$639K -1,701 -2%
KCM
1222
Kennedy Capital Management
Missouri
$35.7M -$4.05M -10,788 -10%
SWP
1223
Sagespring Wealth Partners
Tennessee
$35.7M +$1.61M +4,278 +5%
OAG
1224
Orbis Allan Gray
Bermuda
$35.6M +$6.08M +16,196 +21%
VWA
1225
Visionary Wealth Advisors
Illinois
$35.6M -$2.15M -5,731 -6%