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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 %
FWTB
1701
First Western Trust Bank
Colorado
$19.5M -$1.87M -4,988 -9%
CCT
1702
Chemung Canal Trust
New York
$19.5M -$1.69M -4,496 -8%
DCM
1703
Decatur Capital Management
Georgia
$19.4M -$114K -304 -0.6%
KP
1704
Keel Point
Alabama
$19.4M +$809K +2,155 +4%
GWMR
1705
GC Wealth Management RIA
Massachusetts
$19.4M -$849K -2,262 -4%
AWM
1706
Avior Wealth Management
Nebraska
$19.4M -$1.89M -5,032 -9%
AC
1707
Arjuna Capital
North Carolina
$19.4M -$6.53M -17,390 -25%
NI
1708
Natural Investments
California
$19.4M +$360K +959 +2%
QFA
1709
Quattro Financial Advisors
Texas
$19.3M -$20.1M -53,502 -51%
PPWP
1710
Premier Path Wealth Partners
New Jersey
$19.3M -$330K -879 -2%
PCG
1711
PFC Capital Group
California
$19.3M -$1.18M -3,149 -6%
MAM
1712
Mystic Asset Management
Rhode Island
$19.3M +$39.4K +105 +0.2%
CNB
1713
Camden National Bank
Maine
$19.3M -$726K -1,934 -4%
FC
1714
Farley Capital
New York
$19.3M
RHDIC
1715
R.H. Dinel Investment Counsel
California
$19.2M
SAM
1716
Strategy Asset Managers
California
$19.2M +$43.5K +116 +0.2%
WPW
1717
Waldron Private Wealth
Pennsylvania
$19.2M -$15.5M -41,407 -45%
CICI
1718
Capital Investment Counsel Inc
North Carolina
$19.2M +$537K +1,431 +3%
LG
1719
Leuthold Group
Minnesota
$19.2M -$1.34M -3,566 -7%
CCMINC
1720
Cardinal Capital Management Inc (North Carolina)
North Carolina
$19.1M -$423K -1,127 -2%
GWM
1721
GDS Wealth Management
Texas
$19.1M +$1.83M +4,862 +11%
RP
1722
Rowlandmiller & Partners
Georgia
$19.1M -$170K -453 -0.9%
SIA
1723
Schechter Investment Advisors
Michigan
$19.1M -$5.06M -13,469 -21%
AWA
1724
Arete Wealth Advisors
Illinois
$19.1M -$90.9K -242 -0.5%
CWA
1725
Consilio Wealth Advisors
Washington
$19.1M +$218K +580 +1%