MSFT icon

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 %
BHWM
1351
Bar Harbor Wealth Management
New Hampshire
$30M -$1.26M -3,366 -4%
RWA
1352
River Wealth Advisors
Pennsylvania
$29.9M +$567K +1,511 +2%
UBV
1353
United Bank (Virginia)
Virginia
$29.9M -$1.64M -4,361 -5%
SSA
1354
South Street Advisors
New York
$29.9M +$286K +763 +1%
ZBNA
1355
Zions Bancorporation, National Association
Utah
$29.9M +$29.9M +79,608 New
SAM
1356
Smartleaf Asset Management
Massachusetts
$29.9M +$456K +1,203 +2%
SPC
1357
Stony Point Capital
New York
$29.8M +$19M +50,621 +176%
AG
1358
AlTi Global
New York
$29.8M -$6.28M -16,726 -17%
WWM
1359
Western Wealth Management
Colorado
$29.8M -$548K -1,459 -2%
CI
1360
Cooper Investors
Australia
$29.8M +$12.6M +33,465 +73%
LCI
1361
L1 Capital International
Australia
$29.7M +$862K +2,295 +3%
OMC
1362
Overbrook Management Corp
New York
$29.7M -$4.73M -12,594 -14%
TM
1363
Thiel Macro
California
$29.6M +$29.6M +78,720 New
FC
1364
Fulcrum Capital
Washington
$29.5M +$1.95M +5,186 +7%
NRG
1365
Nemes Rush Group
Michigan
$29.5M +$18.8K +50 +0.1%
SI
1366
Sora Investors
Pennsylvania
$29.5M -$4.92M -13,098 -14%
PIP
1367
Peachtree Investment Partners
Florida
$29.4M -$1.54M -4,094 -5%
IPAM
1368
ICICI Prudential Asset Management
India
$29.4M -$6.61M -17,597 -18%
BAM
1369
Belpointe Asset Management
Nevada
$29.3M -$562K -1,498 -2%
AF
1370
Ally Financial
Michigan
$29.3M +$1.88M +5,000 +7%
HCM
1371
Hilton Capital Management
New York
$29.2M -$1.98M -5,265 -6%
DCA
1372
DSG Capital Advisors
Minnesota
$29.1M -$1.9M -5,072 -6%
AWM
1373
Angeles Wealth Management
California
$29.1M -$226K -601 -0.8%
IIM
1374
Intact Investment Management
Quebec, Canada
$29.1M +$1.91M +5,100 +7%
AHB
1375
Abner Herrman & Brock
New Jersey
$29M +$68.3K +182 +0.2%