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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 %
CA
1626
Claar Advisors
New York
$21M +$278K +741 +1%
PBC
1627
Pavion Blue Capital
California
$21M -$40.2K -107 -0.2%
MWA
1628
Meridian Wealth Advisors
Texas
$21M +$352K +938 +2%
TCM
1629
Traynor Capital Management
Pennsylvania
$20.9M +$1.07M +2,842 +5%
CT
1630
Clearstead Trust
Maine
$20.9M -$223K -594 -1%
NW
1631
Naviter Wealth
Arkansas
$20.9M -$788K -2,080 -4%
SACTSONJ
1632
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$20.9M -$375K -1,000 -2%
WBC
1633
West Branch Capital
Massachusetts
$20.9M +$495K +1,318 +2%
PCM
1634
Princeton Capital Management
New Jersey
$20.9M -$217K -578 -1%
CAC
1635
Core Alternative Capital
Georgia
$20.8M -$2.67M -7,123 -11%
GEA
1636
Glen Eagle Advisors
New Jersey
$20.8M -$789K -2,102 -4%
1IA
1637
1834 Investment Advisors
Wisconsin
$20.7M -$457K -1,217 -2%
HPIA
1638
Hamilton Point Investment Advisors
North Carolina
$20.7M -$76.6K -204 -0.4%
FTC
1639
Farmers Trust Company
Ohio
$20.7M -$701K -1,867 -3%
CCM
1640
Copeland Capital Management
Pennsylvania
$20.7M -$453K -1,206 -2%
LIM
1641
Lathrop Investment Management
Arkansas
$20.7M -$1.62M -4,308 -7%
EAM
1642
EULAV Asset Management
Florida
$20.7M
SCA
1643
St. Clair Advisors
Ohio
$20.6M -$352K -938 -2%
PM
1644
Phraction Management
Connecticut
$20.6M +$1.71M +4,549 +9%
HFS
1645
Haverford Financial Services
Pennsylvania
$20.6M -$136K -363 -0.7%
GWM
1646
Greenwich Wealth Management
Connecticut
$20.6M -$508K -1,353 -2%
BCB
1647
Brian C. Broderick
$20.5M +$43.2K +115 +0.2%
PT
1648
Plimoth Trust
Massachusetts
$20.5M +$1.12M +2,989 +6%
III
1649
Independent Investors Inc
New York
$20.5M -$1.88K -5 -0%
BWP
1650
Balboa Wealth Partners
Arizona
$20.5M -$191K -509 -0.9%