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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 %
SL
1551
Salomon & Ludwin
Virginia
$23M +$2.03M +5,400 +10%
CT
1552
Colonial Trust
South Carolina
$22.9M -$982K -2,617 -4%
XF
1553
XML Financial
Maryland
$22.9M +$36.8K +98 +0.2%
AWA
1554
Aaron Wealth Advisors
Illinois
$22.9M +$80K +213 +0.4%
RDWM
1555
Red Door Wealth Management
Tennessee
$22.8M +$516K +1,375 +2%
RWM
1556
RKL Wealth Management
Pennsylvania
$22.7M +$252K +671 +1%
CWA
1557
Canvas Wealth Advisors
Kansas
$22.7M +$1.62M +4,428 +8%
HIM
1558
Harbour Investment Management
Washington
$22.7M -$373K -993 -2%
FMTC
1559
Farmers & Merchants Trust Company
California
$22.7M -$978K -2,604 -4%
BL
1560
BFSG LLC
California
$22.7M -$2.32M -6,193 -9%
LWANC
1561
Laurel Wealth Advisors (North Carolina)
North Carolina
$22.6M +$143K +382 +0.6%
HI
1562
Hendershot Investments
Virginia
$22.5M +$240K +639 +1%
CSUI
1563
Cincinnati Specialty Underwriters Insurance
Ohio
$22.5M
LOM
1564
LTS One Management
New York
$22.5M +$375K +1,000 +2%
PA
1565
Proem Advisors
Texas
$22.5M +$13.1M +35,000 +140%
NG
1566
Norden Group
Utah
$22.5M -$2.15M -5,739 -9%
CB
1567
Community Bank
New York
$22.5M -$651K -1,734 -3%
DBG
1568
De Burlo Group
Massachusetts
$22.5M -$71.3K -190 -0.3%
HKIM
1569
Hayek Kallen Investment Management
Alabama
$22.4M -$130K -346 -0.6%
AMM
1570
American Money Management
California
$22.4M +$574K +1,530 +3%
QOP
1571
Quinn Opportunity Partners
Virginia
$22.4M +$22M +58,732 +5,873%
AF
1572
Advisornet Financial
Minnesota
$22.4M +$33.4K +89 +0.1%
TPA
1573
Trivium Point Advisory
Connecticut
$22.4M +$664K +1,768 +3%
MC
1574
Middleton & Co
Massachusetts
$22.4M -$317K -845 -1%
DIM
1575
Delta Investment Management
California
$22.4M +$9.16M +24,388 +69%