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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 %
FA
1301
Fagan Associates
New York
$31.7M -$389K -1,035 -1%
FNA
1302
First National Advisers
Nebraska
$31.7M +$6.76K +18 +0%
SC
1303
Syon Capital
California
$31.6M +$5.45M +14,528 +21%
TW
1304
TritonPoint Wealth
Maryland
$31.6M +$203K +540 +0.6%
JCM
1305
Janney Capital Management
Pennsylvania
$31.6M -$923K -2,460 -3%
BONST
1306
Bank of Nova Scotia Trust
Ontario, Canada
$31.6M -$71.3K -190 -0.2%
CI
1307
CX Institutional
Indiana
$31.6M +$2.17M +5,774 +7%
AFG
1308
Atomi Financial Group
New York
$31.6M -$852K -2,270 -3%
MNBTD
1309
Moody National Bank Trust Division
Texas
$31.6M +$80.3K +214 +0.3%
LIA
1310
LS Investment Advisors
Michigan
$31.6M -$332K -884 -1%
VCA
1311
Verdence Capital Advisors
Maryland
$31.5M +$164K +436 +0.5%
IAS
1312
Insigneo Advisory Services
Florida
$31.5M +$1M +2,673 +3%
GIM
1313
Goelzer Investment Management
Indiana
$31.5M -$1.54M -4,110 -5%
OA
1314
Oxbow Advisors
Texas
$31.4M +$1.91M +5,094 +6%
CA
1315
CSM Advisors
Pennsylvania
$31.4M -$4.53M -12,080 -13%
HR
1316
Howe & Rusling
New York
$31.3M +$1.44M +3,836 +5%
MCM
1317
Makena Capital Management
California
$31.3M +$12.6M +33,562 +67%
CNBT
1318
Canandaigua National Bank & Trust
New York
$31.3M -$485K -1,292 -2%
PIM
1319
Progressive Investment Management
Oregon
$31.3M -$635K -1,691 -2%
1SB
1320
1ST Source Bank
Indiana
$31.2M -$487K -1,297 -2%
RCM
1321
Rings Capital Management
Illinois
$31.2M
IWA
1322
Icon Wealth Advisors
Texas
$31M +$111K +296 +0.4%
MAM
1323
Mark Asset Management
New York
$31M +$7.12M +18,969 +30%
WIC
1324
Woodmont Investment Counsel
Tennessee
$30.9M +$714K +1,901 +2%
PWMAG
1325
Pinnacle Wealth Management Advisory Group
New Jersey
$30.9M +$4.51K +12 +0%