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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 %
CWS
1576
Confluence Wealth Services
Pennsylvania
$22.3M +$1.53M +4,097 +7%
VA
1577
Valmark Advisers
Ohio
$22.3M -$1.15M -3,058 -5%
WA
1578
WBH Advisory
Maryland
$22.2M -$2.22M -5,909 -9%
DR
1579
Davis Rea
Ontario, Canada
$22.2M +$15.5M +41,253 +230%
MGM
1580
Manchester Global Management
United Kingdom
$22.2M -$3.25M -8,663 -13%
AMCA
1581
Arthur M. Cohen & Associates
Illinois
$22.1M -$181K -481 -0.8%
RA
1582
RFG Advisory
Alabama
$22.1M +$693K +1,846 +3%
KA
1583
Kovack Advisors
Florida
$22.1M -$789K -2,102 -3%
DIP
1584
DT Investment Partners
Pennsylvania
$22.1M -$1.16M -3,084 -5%
WC
1585
Westwind Capital
New Mexico
$22.1M +$474K +1,263 +2%
KC
1586
Knuff & Co
California
$22.1M -$426K -1,135 -2%
NHT
1587
New Hampshire Trust
New Hampshire
$22.1M -$132K -351 -0.6%
AIM
1588
Arcadia Investment Management
Michigan
$22M -$786K -2,093 -3%
CAG
1589
Csenge Advisory Group
Florida
$22M -$407K -1,106 -2%
GAG
1590
GM Advisory Group
New York
$21.9M +$548K +1,461 +3%
SAM
1591
Sompo Asset Management
Japan
$21.9M -$3.46M -9,226 -14%
MSS
1592
Mitchell Sinkler & Starr
Pennsylvania
$21.8M -$1.13M -3,005 -5%
LJHT
1593
Laurie J. Hall Trustee
$21.8M -$1.06M -2,812 -5%
FMB
1594
Field & Main Bank
Kentucky
$21.8M -$772K -2,057 -3%
SB
1595
Strategic Blueprint
Georgia
$21.8M -$494K -1,317 -2%
BWA
1596
Bordeaux Wealth Advisors
California
$21.7M -$465K -1,239 -2%
SAI
1597
Savvy Advisors Inc
New York
$21.7M +$4.4M +11,728 +26%
MWM
1598
Mattern Wealth Management
Kansas
$21.7M +$120K +319 +0.6%
EAMA
1599
EFG Asset Management (Americas)
Florida
$21.7M -$122K -324 -0.6%
TCWA
1600
Turtle Creek Wealth Advisors
Texas
$21.7M +$8.14M +21,679 +60%