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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 %
SBIA
1526
Sheaff Brock Investment Advisors
Indiana
$23.8M -$79.2K -211 -0.3%
AAMU
1527
APG Asset Management US
New York
$23.7M
BSC
1528
Brown Shipley & Co
United Kingdom
$23.7M +$124K +330 +0.5%
BWP
1529
Burling Wealth Partners
Illinois
$23.7M +$442K +1,178 +2%
AFCM
1530
Applied Finance Capital Management
Puerto Rico
$23.6M -$323K -860 -1%
BCM
1531
Brasada Capital Management
Texas
$23.6M -$1.64M -4,633 -7%
TFA
1532
Toth Financial Advisory
Virginia
$23.6M -$466K -1,241 -2%
LC
1533
Lindbrook Capital
California
$23.6M +$670K +1,786 +3%
VCM
1534
Vision Capital Management
Oregon
$23.6M +$1.05M +2,799 +5%
CIC
1535
Canal Insurance Company
South Carolina
$23.5M
AIA
1536
Allied Investment Advisors
Montana
$23.4M +$492K +1,310 +2%
BP
1537
Broadleaf Partners
Ohio
$23.3M -$354K -943 -1%
SAM
1538
Smithbridge Asset Management
Pennsylvania
$23.3M +$23.3M +62,153 New
TAMH
1539
Taikang Asset Management (HK)
Hong Kong
$23.3M +$1.28M +3,404 +6%
LFG
1540
Larson Financial Group
Missouri
$23.3M +$4.4M +11,721 +23%
PCP
1541
Proficio Capital Partners
Massachusetts
$23.3M +$960K +2,543 +4%
AAM
1542
Augustine Asset Management
Florida
$23.2M -$2.87M -7,647 -11%
EWA
1543
EverSource Wealth Advisors
Alabama
$23.2M +$1.21M +3,216 +5%
PGDP
1544
Pragma Gestao de Patrimonio
Brazil
$23.2M +$4.05M +10,800 +21%
AIMC
1545
Alley Investment Management Company
Illinois
$23.2M +$84.5K +225 +0.4%
SSW
1546
Stone Summit Wealth
Florida
$23.2M -$74.3K -198 -0.3%
TCA
1547
Trifecta Capital Advisors
Illinois
$23.1M +$304K +811 +1%
ZF
1548
Zhang Financial
Michigan
$23.1M +$754K +2,009 +3%
SW
1549
Solidarity Wealth
Utah
$23M +$705K +1,878 +3%
PAM
1550
Peak Asset Management
Colorado
$23M +$52.2K +139 +0.2%