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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 %
MCWS
1851
McKinley Carter Wealth Services
West Virginia
$16.5M -$78.8K -210 -0.5%
SBWIC
1852
Schaper Benz & Wise Investment Counsel
Wisconsin
$16.5M -$240K -640 -1%
LFP
1853
Leeward Financial Partners
Washington
$16.5M +$784K +2,089 +5%
PDL
1854
Portfolio Design Labs
California
$16.5M -$2.67M -7,121 -14%
OC
1855
Oakworth Capital
Alabama
$16.5M -$1.28M -3,404 -7%
SCA
1856
Sage Capital Advisors
South Dakota
$16.5M +$676K +1,802 +4%
QPW
1857
Quantum Private Wealth
Florida
$16.5M -$925K -2,465 -5%
OGC
1858
Oak Grove Capital
New Hampshire
$16.5M +$570K +1,518 +4%
SHFA
1859
SS&H Financial Advisors
Michigan
$16.5M -$344K -916 -2%
TM
1860
TigerOak Management
New Mexico
$16.4M -$145K -387 -0.9%
SM
1861
STF Management
Texas
$16.4M +$136K +363 +0.8%
BCM
1862
Bourgeon Capital Management
Connecticut
$16.4M -$4.2M -11,194 -20%
MAM
1863
Mirabaud Asset Management
United Kingdom
$16.4M +$475K +1,253 +3%
JPMIA
1864
J.P. Marvel Investment Advisors
Massachusetts
$16.3M -$11.3K -30 -0.1%
BIC
1865
Beach Investment Counsel
Pennsylvania
$16.3M -$1.24M -3,302 -7%
PFS
1866
Physicians Financial Services
North Carolina
$16.3M +$175K +465 +1%
MKA
1867
M. Kulyk & Associates
Georgia
$16.3M +$741K +1,974 +5%
CA
1868
Continuum Advisory
Idaho
$16.2M -$206K -548 -1%
EP
1869
Edgestream Partners
New Jersey
$16.2M -$4.33M -11,544 -21%
FIB
1870
First Interstate Bank
Montana
$16.2M -$590K -1,573 -4%
PG
1871
Patten Group
Tennessee
$16.2M -$399K -1,064 -2%
SFG
1872
Snider Financial Group
Washington
$16.2M -$474K -1,263 -3%
BCP
1873
Bluegrass Capital Partners
Florida
$16.1M +$3.38M +9,000 +26%
CD
1874
Chapin Davis
Maryland
$16.1M +$699K +1,863 +5%
BA
1875
Baugh & Associates
Georgia
$16.1M +$29.6K +81 +0.2%