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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 %
LT
1926
Legacy Trust
Michigan
$15.4M +$19.9K +53 +0.1%
APP
1927
Avantax Planning Partners
Iowa
$15.3M -$1.44M -3,831 -9%
TNBTD
1928
Trustmark National Bank Trust Department
Mississippi
$15.3M +$263K +700 +2%
TCM
1929
Thames Capital Management
New Jersey
$15.3M
WFG
1930
Wills Financial Group
Virginia
$15.3M +$58.9K +157 +0.4%
SP
1931
Stonebrook Private
Michigan
$15.3M +$380K +1,012 +3%
CG
1932
CFO4Life Group
Texas
$15.3M +$39K +104 +0.3%
UHC
1933
Union Heritage Capital
Michigan
$15.3M
SFP
1934
Shepherd Financial Partners
Massachusetts
$15.3M +$1.33M +3,541 +10%
WIS
1935
Wright Investors Service
Connecticut
$15.3M +$833K +2,219 +6%
BE
1936
Bonness Enterprises
District of Columbia
$15.2M -$75.1K -200 -0.5%
HCP
1937
Hamilton Capital Partners
Georgia
$15.2M +$5.23M +13,940 +52%
MC
1938
Montag & Caldwell
Georgia
$15.2M -$5.6M -14,911 -27%
IAM
1939
Impact Asset Management
$15.2M -$3.6M -9,580 -19%
CWP
1940
Concord Wealth Partners
Virginia
$15.2M -$1.26M -3,367 -8%
BMWM
1941
Brown Miller Wealth Management
Virginia
$15.2M +$837K +2,229 +6%
WCA
1942
Westover Capital Advisors
Delaware
$15.2M -$95K -253 -0.6%
MA
1943
MSA Advisors
California
$15.2M +$953K +2,540 +7%
LA
1944
LM Advisors
California
$15.2M +$1.4M +3,728 +10%
PS
1945
Pennant Select
New Jersey
$15.2M +$7.51M +20,000 +98%
TFA
1946
Teamwork Financial Advisors
Texas
$15.2M -$13.2M -35,250 -47%
WEG
1947
World Equity Group
Illinois
$15.2M -$9.35M -23,492 -38%
CA
1948
CoreCap Advisors
Michigan
$15.2M +$422K +1,124 +3%
JHCP
1949
Jackson Hole Capital Partners
Oklahoma
$15.1M -$231K -615 -2%
LSA
1950
L & S Advisors
California
$15.1M -$3.72M -9,913 -20%