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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 %
MBT
1726
Montecito Bank & Trust
California
$19M -$213K -568 -1%
WCF
1727
West Coast Financial
California
$19M -$702K -1,870 -4%
AF
1728
Apexium Financial
Texas
$19M +$3.17M +8,440 +20%
VF
1729
Virtu Financial
New York
$19M -$14.1M -37,588 -43%
OAM
1730
Occidental Asset Management
California
$18.9M +$2.53M +6,739 +15%
PR
1731
Payden & Rygel
California
$18.9M -$10.7M -28,400 -36%
HL
1732
HeadInvest LLC
Maine
$18.9M -$10.5K -28 -0.1%
CCM
1733
Condor Capital Management
New Jersey
$18.9M -$134K -356 -0.7%
CPBTD
1734
Central Pacific Bank - Trust Division
Hawaii
$18.9M -$2.74M -7,310 -13%
UC
1735
Unio Capital
New Jersey
$18.9M +$4.56M +12,141 +32%
CWP
1736
CFM Wealth Partners
Texas
$18.8M +$180K +480 +1%
MCM
1737
Monarch Capital Management
Indiana
$18.8M -$91.2K -243 -0.5%
HTIM
1738
Harbour Trust & Investment Management
Indiana
$18.8M +$4.19M +11,175 +29%
FM
1739
Family Management
New York
$18.8M -$2.85M -7,586 -13%
SCM
1740
Stonebridge Capital Management
California
$18.8M -$856K -2,280 -4%
KFGK
1741
Keystone Financial Group (Kentucky)
Kentucky
$18.8M +$92.9K +244 +0.5%
IFWM
1742
Institute for Wealth Management
Colorado
$18.8M -$128K -342 -0.7%
HAM
1743
Honeycomb Asset Management
New York
$18.8M -$5.63M -15,000 -23%
RC
1744
RBF Capital
California
$18.8M
DWM
1745
Diversify Wealth Management
Utah
$18.7M +$1.08M +2,738 +6%
SAM
1746
Stansberry Asset Management
Texas
$18.7M +$728K +1,938 +4%
WCM
1747
Weik Capital Management
Pennsylvania
$18.7M -$676K -1,802 -3%
WF
1748
Wayfinding Financial
Washington
$18.6M +$31.5K +84 +0.2%
LCC
1749
Lincoln Capital Corp
Rhode Island
$18.6M -$523K -1,392 -3%
FI
1750
Financial Insights
Washington
$18.6M -$9.76K -26 -0.1%