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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 %
HAIM
1276
Hunter Associates Investment Management
Pennsylvania
$33.1M -$432K -1,150 -1%
DAS
1277
Diversify Advisory Services
Utah
$33.1M -$3.45M -8,758 -9%
HVIA
1278
Hudson Valley Investment Advisors
New York
$33.1M -$59.3K -158 -0.2%
TSAM
1279
Trinity Street Asset Management
United Kingdom
$33.1M +$9.71M +25,855 +42%
CIG
1280
Cullen Investment Group
Louisiana
$33M -$137K -364 -0.4%
AWM
1281
Absher Wealth Management
North Carolina
$33M -$352K -937 -1%
HSA
1282
HBK Sorce Advisory
Pennsylvania
$33M +$22.5K +60 +0.1%
CF
1283
Centaurus Financial
California
$32.9M +$3.34M +8,901 +11%
PCM
1284
Pennsylvania Capital Management
Pennsylvania
$32.8M -$316K -842 -1%
MIC
1285
Maxi Investments CY
Cyprus
$32.8M +$22.3M +59,449 +213%
MIM
1286
Marco Investment Management
Georgia
$32.7M +$2.45M +6,523 +8%
SIM
1287
Stratos Investment Management
Ohio
$32.7M +$5.08M +13,534 +18%
MG
1288
Mather Group
Illinois
$32.6M -$2.09M -5,555 -6%
LWM
1289
Lyell Wealth Management
California
$32.5M +$2.81M +7,477 +9%
SGK
1290
Steigerwald Gordon & Koch
Virginia
$32.5M -$408K -1,086 -1%
JSW
1291
Journey Strategic Wealth
New Jersey
$32.5M +$12.2M +32,475 +60%
BCM
1292
Bridgeway Capital Management
Texas
$32.5M +$2.48M +6,617 +8%
PJSIMP
1293
P.J. Schmidt Investment Management (PJS)
Wisconsin
$32.3M +$218K +582 +0.7%
ILCM
1294
Ivy Lane Capital Management
Florida
$32.3M
CANC
1295
Culbertson A N & Co
Virginia
$32.2M -$357K -950 -1%
RC
1296
Randolph Company
Ohio
$32.2M +$27.4K +73 +0.1%
TAM
1297
Trust Asset Management
Texas
$32.1M -$118K -315 -0.4%
GL
1298
Graypoint LLC
New York
$32M -$836K -2,227 -3%
MIA
1299
MainStreet Investment Advisors
Illinois
$31.9M -$1.66M -4,411 -5%
WAM
1300
Wallington Asset Management
Indiana
$31.8M -$4.1M -10,913 -11%