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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 %
JA
1501
JLB & Associates
Michigan
$24.7M -$705K -1,878 -3%
ZIG
1502
Zuckerman Investment Group
Illinois
$24.6M +$69.8K +186 +0.3%
CCWM
1503
Cassaday & Co Wealth Management
Virginia
$24.6M +$352K +939 +1%
NIG
1504
NFJ Investment Group
Texas
$24.6M +$3.02M +8,034 +14%
SWA
1505
SFMG Wealth Advisors
Texas
$24.6M -$703K -1,872 -3%
PFM
1506
Premier Fund Managers
United Kingdom
$24.5M -$182K -480 -0.7%
CWM
1507
Cornerstone Wealth Management
Missouri
$24.5M -$16.9K -45 -0.1%
TCM
1508
Trybe Capital Management
Connecticut
$24.5M -$6.15M -16,382 -20%
B
1509
Bellecapital
Switzerland
$24.5M +$110K +292 +0.4%
KFS
1510
Kurt F. Somerville
$24.5M +$170K +453 +0.7%
GP
1511
Guardian Partners
Canada
$24.4M -$2.6M -6,936 -10%
OPFM
1512
Optimus Prime Fund Management
Cayman Islands
$24.4M +$3.75M +10,000 +18%
CSS
1513
Cubist Systematic Strategies
Connecticut
$24.4M -$11.4M -30,315 -32%
KWA
1514
Kingswood Wealth Advisors
California
$24.4M -$2.78M -7,383 -10%
T2I
1515
Turim 21 Investimentos
Brazil
$24.4M +$1.64M +4,373 +7%
JPWM
1516
Jamison Private Wealth Management
Georgia
$24.1M -$234K -623 -1%
BDA
1517
Borer Denton & Associates
Pennsylvania
$24M -$1.27M -3,395 -5%
PCTC
1518
Perkins Coie Trust Company
Washington
$24M -$143K -381 -0.6%
AAS
1519
Ameritas Advisory Services
Nebraska
$24M -$8.82M -21,937 -27%
IIM
1520
Ipswich Investment Management
Massachusetts
$24M -$311K -829 -1%
WF
1521
WoodTrust Financial
Wisconsin
$23.9M +$672K +1,790 +3%
GIM
1522
Generali Investments Management
Slovenia
$23.9M +$345K +919 +1%
LA
1523
Legacy Advisors
Pennsylvania
$23.9M +$729K +1,941 +3%
NM
1524
NWI Management
New York
$23.8M
SFG
1525
SevenBridge Financial Group
Pennsylvania
$23.8M -$1.93M -4,286 -7%