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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 %
HWA
1801
HCR Wealth Advisors
California
$17.6M +$130K +347 +0.7%
IJWM
1802
Inman Jager Wealth Management
Mississippi
$17.6M +$13.5K +36 +0.1%
AMBIA
1803
Allen Mooney & Barnes Investment Advisors
Georgia
$17.6M -$4.62M -12,296 -21%
ERIC
1804
Eagle Rock Investment Company
Georgia
$17.6M +$462K +1,230 +3%
WIA
1805
Westbourne Investment Advisors
Maryland
$17.6M +$110K +294 +0.6%
JCM
1806
Jacobi Capital Management
Pennsylvania
$17.5M +$404K +1,076 +2%
ACA
1807
Aspire Capital Advisors
Washington
$17.5M -$111K -297 -0.6%
BIA
1808
Biondo Investment Advisors
Pennsylvania
$17.5M -$180K -480 -1%
HW
1809
Hedeker Wealth
Illinois
$17.5M -$166K -442 -0.9%
GFP
1810
Gryphon Financial Partners
Ohio
$17.4M +$1M +2,665 +6%
SC
1811
Scholtz & Company
Connecticut
$17.4M -$233K -620 -1%
PWAM
1812
Private Wealth Asset Management
Iowa
$17.4M +$17.4M +46,258 New
GGI
1813
GPM Growth Investors
Michigan
$17.4M +$283K +754 +2%
RIG
1814
Renaissance Investment Group
Massachusetts
$17.3M -$1.31M -3,484 -7%
BHPW
1815
Beverly Hills Private Wealth
California
$17.3M +$190K +505 +1%
LAM
1816
Lingohr Asset Management
Germany
$17.3M +$16.1M +42,870 +1,357%
KJHP
1817
K.J. Harrison & Partners
Ontario, Canada
$17.3M -$11.6M -31,031 -40%
FC
1818
FORA Capital
Florida
$17.2M +$17.2M +45,943 New
MAM
1819
Morse Asset Management
Connecticut
$17.2M -$637K -1,697 -4%
GSPF
1820
Grafton Street Partners Fund
Florida
$17.2M +$10M +26,642 +139%
LHC
1821
Little House Capital
Massachusetts
$17.2M -$589K -1,568 -3%
SWM
1822
Silverlake Wealth Management
Vermont
$17.2M -$425K -1,132 -2%
PP
1823
PDS Planning
Ohio
$17.1M +$1.46M +3,888 +9%
SPG
1824
Strategic Planning Group
Utah
$17.1M +$2.23M +5,952 +15%
MSAM
1825
Moloney Securities Asset Management
Missouri
$17.1M -$1.78M -4,752 -9%