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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 %
EFG
1676
Embree Financial Group
Illinois
$20M +$1.07M +2,858 +6%
CHC
1677
City Holding Co
West Virginia
$20M -$171K -455 -0.8%
MPM
1678
MBB Public Markets
Illinois
$19.9M +$17.3M +46,004 +649%
ABTD
1679
Arvest Bank Trust Division
Oklahoma
$19.9M +$7.09M +18,889 +55%
CCM
1680
Campbell Capital Management
Florida
$19.9M -$319K -850 -2%
LWMM
1681
Legacy Wealth Management (Mississippi)
Mississippi
$19.8M +$3.34M +8,900 +20%
HCM
1682
Hodges Capital Management
Texas
$19.8M -$3.36M -8,952 -14%
OFS
1683
OneAscent Financial Services
Alabama
$19.8M +$10.2M +27,052 +107%
UOTTAIMCU
1684
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$19.8M -$169K -450 -0.8%
SWM
1685
Stockman Wealth Management
Montana
$19.8M +$808K +2,153 +4%
ERWM
1686
Elk River Wealth Management
Colorado
$19.7M -$12K -32 -0.1%
NAM
1687
NTV Asset Management
West Virginia
$19.7M +$60.8K +162 +0.3%
AWP
1688
Ascent Wealth Partners
New York
$19.7M +$1.86M +4,956 +10%
LPCM
1689
Lynwood Price Capital Management
Texas
$19.7M +$5.26M +14,000 +36%
MC
1690
Miramar Capital
Illinois
$19.7M -$664K -1,768 -3%
DLCIG
1691
D.L. Carlson Investment Group
New Hampshire
$19.7M -$877K -2,335 -4%
HFM
1692
Hartford Financial Management
Connecticut
$19.7M +$7.51K +20 +0%
Walleye Trading
1693
Walleye Trading
New York
$19.7M -$49.6M -132,066 -72%
HCM
1694
Harvey Capital Management
Florida
$19.7M -$2.15M -5,721 -10%
AIIMS
1695
Analyst IMS Investment Management Services
Israel
$19.6M -$2.84M -7,558 -13%
MIP
1696
Marietta Investment Partners
Wisconsin
$19.5M -$220K -586 -1%
PFBT
1697
Parkside Financial Bank & Trust
Missouri
$19.5M +$478K +1,273 +3%
SWC
1698
Spectrum Wealth Counsel
Indiana
$19.5M +$413K +1,101 +2%
BWAM
1699
Boyd Watterson Asset Management
Ohio
$19.5M +$18.4K +49 +0.1%
KF
1700
Krilogy Financial
Missouri
$19.5M +$673K +1,794 +4%