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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 %
SQA
1426
Simon Quick Advisors
New Jersey
$27.1M +$4.37M +11,647 +19%
ANTB
1427
AMG National Trust Bank
Colorado
$27.1M +$274K +729 +1%
WI
1428
Whitebark Investors
Nevada
$27.1M -$1.53M -4,080 -5%
CWG
1429
Cornerstone Wealth Group
North Carolina
$27.1M +$1.19M +3,171 +5%
BC
1430
Blackhill Capital
New Jersey
$27M
IB
1431
Intrust Bank
Kansas
$27M -$402K -1,070 -1%
FGP
1432
Foyston, Gordon, & Payne
Ontario, Canada
$27M +$2.4M +6,401 +10%
SIG
1433
Spinnaker Investment Group
California
$26.9M -$221K -588 -0.8%
FCM
1434
Fogel Capital Management
Florida
$26.9M +$166K +441 +0.6%
BWM
1435
Buckley Wealth Management
Nevada
$26.9M +$414K +1,102 +2%
NCM
1436
Nelson Capital Management
California
$26.8M -$435K -1,159 -2%
IBOK
1437
Independence Bank of Kentucky
Kentucky
$26.8M +$1.45M +3,862 +6%
MMG
1438
Monetary Management Group
Missouri
$26.8M +$60.1K +160 +0.2%
GGI
1439
Godsey & Gibb Inc
Virginia
$26.8M +$188K +500 +0.7%
SWM
1440
Segment Wealth Management
Texas
$26.8M +$917K +2,444 +4%
CCG
1441
Cypress Capital Group
Florida
$26.8M -$3.83M -10,199 -13%
CIC
1442
Cutler Investment Counsel
Oregon
$26.7M -$633K -1,686 -2%
PGAM
1443
Princeton Global Asset Management
New Jersey
$26.7M +$1.9M +5,054 +8%
BWL
1444
Bogart Wealth LLC
Virginia
$26.7M +$2.07M +5,523 +8%
CFSG
1445
Community Financial Services Group
Vermont
$26.7M -$273K -728 -1%
BRCM
1446
Bright Rock Capital Management
Massachusetts
$26.7M
IUHSA
1447
Itau Unibanco Holding S.A.
Brazil
$26.6M -$45.5M -121,132 -63%
SG
1448
StoneX Group
New York
$26.6M -$85.2K -227 -0.3%
CIA
1449
CCM Investment Advisers
South Carolina
$26.6M +$466K +1,242 +2%
MC
1450
MIG Capital
California
$26.6M -$1.97M -5,247 -7%