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Microsoft

5,682 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, 2,596 increasing their positions, 2,582 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,682
Holders Change
-103
Holders Change %
-1.78%
% of All Funds
77.17%
Holding in Top 10
2,795
Holding in Top 10 Change
-220
Holding in Top 10 Change %
-7.3%
% of All Funds
37.96%
New
163
Increased
2,596
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 %
RSS
1776
Rosenblum Silverman Sutton
California
$18.1M -$62.7K -167 -0.3%
MWAM
1777
Manhattan West Asset Management
California
$18.1M +$1.9M +5,063 +12%
PCM
1778
Penserra Capital Management
California
$18.1M +$297K +791 +2%
WGC
1779
Watts Gwilliam & Co
Arizona
$18M +$1.8M +4,803 +11%
KIM
1780
Kestra Investment Management
Texas
$18M +$1.45M +3,869 +9%
RCM
1781
Ratan Capital Management
Florida
$18M -$26.3M -70,174 -59%
MIG
1782
McGuire Investment Group
Rhode Island
$18M -$120K -320 -0.7%
CC
1783
Clearline Capital
New York
$18M +$9.69M +25,824 +117%
GC
1784
Globeflex Capital
California
$18M +$9.7M +25,831 +117%
TYCC
1785
Texas Yale Capital Corp
Florida
$17.9M +$476K +1,269 +3%
FAM
1786
Formidable Asset Management
Ohio
$17.9M +$195K +519 +1%
LTI
1787
Laffer Tengler Investments
Tennessee
$17.9M -$883K -2,352 -5%
SSI
1788
Scott & Selber Inc
Texas
$17.9M +$97.6K +260 +0.5%
CPA
1789
Capital Planning Advisors
California
$17.9M -$173K -462 -1%
DSC
1790
Duncker Streett & Co
Missouri
$17.8M -$270K -719 -1%
MWM
1791
Marietta Wealth Management
Georgia
$17.8M +$981K +2,613 +6%
WTA
1792
Washington Trust Advisors
Massachusetts
$17.8M +$7.78M +20,730 +78%
MWA
1793
Miller Wealth Advisors
Colorado
$17.8M +$226K +601 +1%
SA
1794
Skyline Advisors
Washington
$17.7M -$175K -467 -1%
RIA
1795
Regal Investment Advisors
Michigan
$17.7M -$3.51M -9,357 -17%
RCAG
1796
Rehmann Capital Advisory Group
Michigan
$17.7M +$556K +1,482 +3%
WTFG
1797
Wells Trecaso Financial Group
Ohio
$17.7M +$119K +317 +0.7%
CWM
1798
Cordatus Wealth Management
Pennsylvania
$17.7M +$372K +990 +2%
AL
1799
Aspiriant LLC
California
$17.6M +$70.2K +187 +0.4%
SW
1800
Simplicity Wealth
New Jersey
$17.6M +$7.67M +20,422 +77%