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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 %
CFG
1601
Cooper Financial Group
California
$21.6M +$1.13M +3,017 +6%
SMA
1602
Sage Mountain Advisors
Georgia
$21.6M -$803K -2,138 -4%
CAAS
1603
Capital Asset Advisory Services
Michigan
$21.6M -$158K -414 -0.7%
RCP
1604
Rothschild Capital Partners
New York
$21.6M +$577K +1,537 +3%
BIG
1605
Brooklyn Investment Group
New York
$21.5M +$3.46M +9,207 +19%
VST
1606
Van Strum & Towne
California
$21.5M -$1.24M -3,315 -5%
FM
1607
Foster & Motley
Ohio
$21.5M -$13.1K -35 -0.1%
PFA
1608
Pure Financial Advisors
California
$21.4M +$2.78M +7,402 +15%
FFA
1609
Fragasso Financial Advisors
Pennsylvania
$21.4M -$3.4M -9,050 -14%
SWA
1610
Stratos Wealth Advisors
Ohio
$21.4M -$1.68M -4,482 -7%
RA
1611
Rovida Advisors
Florida
$21.3M +$10.1M +26,900 +90%
SA
1612
Sycale Advisors
New York
$21.3M +$21.3M +56,775 New
CPA
1613
Court Place Advisors
Maryland
$21.3M +$76.6K +204 +0.4%
CI
1614
Conning Inc
Connecticut
$21.3M -$573K -1,527 -3%
ACS
1615
Archford Capital Strategies
Illinois
$21.3M +$3.08M +8,199 +17%
TGCMU
1616
Titan Global Capital Management USA
New York
$21.3M -$4.53M -12,074 -18%
PE
1617
Point72 Europe
United Kingdom
$21.2M -$5.46M -14,552 -20%
GLA
1618
Good Life Advisors
Pennsylvania
$21.2M -$2.82M -7,500 -12%
M
1619
MOTCO
Texas
$21.2M -$404K -1,076 -2%
BEAM
1620
Baker Ellis Asset Management
Washington
$21.2M +$214K +570 +1%
TAP
1621
Tounjian Advisory Partners
Florida
$21.1M +$21.1M +56,284 New
SFO
1622
Stokes Family Office
Louisiana
$21.1M -$168K -447 -0.8%
WPP
1623
Whalerock Point Partners
Rhode Island
$21.1M +$126K +335 +0.6%
HI
1624
Horizon Investments
North Carolina
$21M +$6.59M +17,547 +46%
RWM
1625
Rockline Wealth Management
New York
$21M +$433K +1,154 +2%