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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 %
AOWM
1651
Alpha Omega Wealth Management
Virginia
$20.4M +$396K +1,054 +2%
KA
1652
Kozak & Associates
Colorado
$20.4M +$297K +765 +1%
MW
1653
Marcum Wealth
Ohio
$20.4M +$1.45M +3,852 +8%
NIM
1654
Nicollet Investment Management
Minnesota
$20.4M +$531K +1,414 +3%
WAM
1655
Wolverine Asset Management
Illinois
$20.3M +$12.9M +34,317 +173%
SIG
1656
Sargent Investment Group
Maryland
$20.3M +$488K +1,300 +2%
LOIM
1657
Liberty One Investment Management
Illinois
$20.3M +$1.12M +2,971 +6%
GPTE
1658
Generali Powszechne Towarzystwo Emerytalne
Poland
$20.3M
IC
1659
Inscription Capital
Texas
$20.3M +$20.3M +48,266 New
CA
1660
Claro Advisors
Massachusetts
$20.3M +$16.1K +43 +0.1%
SDJVC
1661
St. Denis J. Villere & Co
Louisiana
$20.3M -$463K -1,234 -2%
JSP
1662
Jackson Square Partners
California
$20.2M -$823K -2,193 -4%
PRRFG
1663
Paul R. Ried Financial Group
Washington
$20.2M -$947K -2,523 -4%
CAM
1664
Centre Asset Management
New York
$20.2M +$2.98M +7,946 +17%
AC
1665
AlphaCore Capital
California
$20.2M +$9.33M +24,846 +86%
VAS
1666
Valicenti Advisory Services
New York
$20.2M +$68.7K +183 +0.3%
CRB
1667
Chad R. Baker
$20.1M +$84.5K +225 +0.4%
DFG
1668
Delta Financial Group
New Jersey
$20.1M +$1.14M +2,905 +6%
WPI
1669
Walter Public Investments
Canada
$20.1M -$11M -29,202 -35%
AGM
1670
Aragon Global Management
Florida
$20.1M -$7.13M -18,989 -26%
HWM
1671
Heirloom Wealth Management
Colorado
$20.1M +$622K +1,658 +3%
CAM
1672
Cypress Asset Management
Texas
$20.1M +$12K +32 +0.1%
RZH
1673
Relyea Zuckerberg Hanson
Connecticut
$20.1M -$1.41M -3,749 -7%
SC
1674
Sepio Capital
Utah
$20.1M -$369K -983 -2%
DI
1675
Diligent Investors
California
$20M +$12.4K +33 +0.1%