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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 %
SIC
1751
Sigma Investment Counselors
Michigan
$18.5M -$1.09M -2,896 -6%
Koshinski Asset Management
1752
Koshinski Asset Management
Illinois
$18.5M +$187K +499 +1%
NAS
1753
Nicolet Advisory Services
Wisconsin
$18.5M +$537K +1,409 +3%
RWM
1754
Rench Wealth Management
Texas
$18.5M +$177K +471 +1%
CWM
1755
Connecticut Wealth Management
Connecticut
$18.5M -$283K -755 -2%
SNB
1756
Security National Bank
Nebraska
$18.4M +$1.92M +5,123 +12%
VW
1757
Vantage Wealth
California
$18.4M -$105K -280 -0.6%
NAM
1758
Nutshell Asset Management
United Kingdom
$18.4M +$4.94M +13,150 +37%
FNB
1759
Farmers National Bank
Kentucky
$18.4M +$110K +294 +0.6%
DDPIC
1760
Deroy & Devereaux Private Investment Counsel
Michigan
$18.4M +$910K +2,423 +5%
YDMI
1761
Y.D. More Investments
Israel
$18.4M -$1.07M -2,846 -5%
EFG
1762
Everhart Financial Group
Ohio
$18.4M +$294K +783 +2%
APSI
1763
Asset Planning Services Inc
Louisiana
$18.3M -$109K -290 -0.6%
HC
1764
Hendley & Co
Ohio
$18.3M -$49.2K -131 -0.3%
RWB
1765
RMR Wealth Builders
New Jersey
$18.3M -$302K -805 -2%
HDIM
1766
Hanson & Doremus Investment Management
Vermont
$18.3M +$1.89M +5,027 +11%
RA
1767
Ransom Advisory
Rhode Island
$18.3M +$18.3M +48,730 New
C
1768
Certuity
Florida
$18.3M +$614K +1,633 +3%
MA
1769
MONECO Advisors
Connecticut
$18.2M +$2.28M +6,061 +14%
HBCM
1770
Heron Bay Capital Management
Michigan
$18.2M -$318K -848 -2%
ACM
1771
Adalta Capital Management
New York
$18.2M -$29.3K -78 -0.2%
HCA
1772
Harbor Capital Advisors
Illinois
$18.2M +$2.62M +6,976 +17%
MSFP
1773
Mark Sheptoff Financial Planning
Connecticut
$18.2M -$784K -2,088 -4%
SWM
1774
Sendero Wealth Management
Texas
$18.1M +$1.71M +4,552 +10%
CCT
1775
Capital City Trust
Florida
$18.1M -$6.76K -18 -0%