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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 %
PCMC
1451
Paragon Capital Management (Colorado)
Colorado
$26.6M +$723K +1,927 +3%
RCM
1452
RNC Capital Management
California
$26.6M -$656K -1,748 -2%
MCM
1453
McRae Capital Management
New Jersey
$26.6M -$944K -2,515 -3%
EAM
1454
EdenTree Asset Management
United Kingdom
$26.5M -$75K -200 -0.3%
GGS
1455
Galvin Gaustad & Stein
Arizona
$26.5M -$41.3K -110 -0.2%
NFG
1456
Nations Financial Group
Iowa
$26.4M -$1.15M -3,056 -4%
HIC
1457
Holderness Investments Company
North Carolina
$26.3M -$167K -445 -0.6%
RIL
1458
Rothschild Investment LLC
Illinois
$26.2M -$28.9K -77 -0.1%
AG
1459
Algert Global
California
$26.2M +$2.36M +6,283 +10%
PTB
1460
Pioneer Trust Bank
Oregon
$26.1M +$228K +607 +0.9%
WWA
1461
WCG Wealth Advisors
Nevada
$26.1M -$1.93M -5,136 -7%
SS
1462
Sunbelt Securities
Texas
$26M -$381K -1,016 -1%
AAM
1463
Azzad Asset Management
Virginia
$26M +$26M +69,371 New
JEST
1464
JTC Employer Solutions Trustee
Jersey
$26M -$70M -186,786 -73%
RAM
1465
Rempart Asset Management
Canada
$25.9M -$1.48M -3,938 -5%
GS
1466
GWN Securities
Florida
$25.8M +$15.9M +37,274 +160%
DAM
1467
Deltec Asset Management
New York
$25.8M +$108K +289 +0.4%
PWW
1468
Pettyjohn Wood & White
Virginia
$25.8M -$1.45M -3,873 -5%
BMM
1469
Buffington Mohr McNeal
Idaho
$25.8M -$2.46M -6,566 -9%
HCM
1470
Hutchinson Capital Management
California
$25.8M -$587K -1,564 -2%
WSC
1471
Wellington Shields & Co
New York
$25.8M +$202K +539 +0.8%
MTIC
1472
Missouri Trust & Investment Company
Missouri
$25.8M -$52.2K -139 -0.2%
CAM
1473
Claret Asset Management
Quebec, Canada
$25.8M +$93.5K +249 +0.4%
CVM
1474
Cheviot Value Management
California
$25.8M +$2.85M +6,543 +12%
IWA
1475
IBEX Wealth Advisors
New Jersey
$25.7M -$3.17M -8,453 -11%