MSFT icon

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 %
CBTWT
1826
Community Bank & Trust (Waco, Texas)
Texas
$17M -$220K -585 -1%
MP
1827
McDonald Partners
Ohio
$17M -$250K -664 -1%
EFG
1828
Ethos Financial Group
Pennsylvania
$17M +$11.6M +28,591 +215%
MAWA
1829
Moss Adams Wealth Advisors
Washington
$16.9M +$605K +1,612 +4%
BHBT
1830
Burke & Herbert Bank & Trust
Virginia
$16.9M -$413K -1,100 -2%
ACM
1831
Allred Capital Management
Texas
$16.9M -$218K -581 -1%
SFI
1832
Susquehanna Fundamental Investments
Pennsylvania
$16.9M +$16.9M +45,020 New
VCM
1833
Versant Capital Management
Arizona
$16.8M +$3.62M +9,634 +27%
VNA
1834
Valley National Advisers
Pennsylvania
$16.8M +$577K +1,536 +4%
PCA
1835
Providence Capital Advisors
North Carolina
$16.8M +$149K +397 +0.9%
PWG
1836
Portside Wealth Group
Utah
$16.8M +$396K +1,056 +2%
IP
1837
Isthmus Partners
Wisconsin
$16.8M -$3K -8 -0%
MPCL
1838
My Personal CFO LLC
Washington
$16.8M +$640K +1,706 +4%
OFG
1839
Oxford Financial Group
Indiana
$16.8M -$977K -2,603 -6%
KPM
1840
Kinetic Partners Management
Florida
$16.8M -$61.3M -163,400 -79%
MCG
1841
McCollum Christoferson Group
New York
$16.8M -$74.7K -199 -0.4%
JWCA
1842
J.W. Coons Advisors
Ohio
$16.8M -$75.1K -200 -0.4%
ACM
1843
Anabranch Capital Management
Connecticut
$16.8M -$6.5M -17,322 -28%
HP
1844
Hound Partners
New York
$16.7M -$6.07M -16,162 -27%
BFW
1845
Brady Family Wealth
Missouri
$16.7M -$174K -463 -1%
LCM
1846
Lattice Capital Management
Washington
$16.7M
LKIM
1847
Lawson Kroeker Investment Management
Nebraska
$16.6M -$48.1K -128 -0.3%
RMSCM
1848
R.M. Sincerbeaux Capital Management
New York
$16.6M +$75.1K +200 +0.5%
WAS
1849
WESPAC Advisors SoCal
California
$16.6M -$2.46M -6,561 -13%
SC
1850
Savoie Capital
Illinois
$16.5M