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 %
SA
2076
Sovran Advisors
California
$13.5M +$4.51M +12,254 +50%
BA
2077
Bellwether Advisors
Nebraska
$13.4M -$4.33M -11,529 -24%
EIM
2078
Ervin Investment Management
Washington
$13.4M +$34.5K +92 +0.3%
CNBTD
2079
Citizens National Bank Trust Department
Mississippi
$13.4M +$235K +625 +2%
SIA
2080
Strategic Investment Advisors
Michigan
$13.4M +$172K +458 +1%
FC
2081
FACT Capital
New York
$13.4M
AF
2082
Apollon Financial
South Carolina
$13.4M +$252K +670 +2%
AWM
2083
Aries Wealth Management
Maine
$13.4M +$325K +865 +2%
TSM
2084
Two Star Manager
Florida
$13.3M +$3.04M +8,101 +30%
NPPM
2085
North Point Portfolio Managers
Ohio
$13.3M +$11.4M +30,265 +579%
VBFG
2086
Vishria Bird Financial Group
Tennessee
$13.3M -$224K -597 -2%
MPIM
2087
McGinn Penninger Investment Management
Virginia
$13.3M -$110K -293 -0.8%
TWM
2088
Tradition Wealth Management
Minnesota
$13.3M +$109K +291 +0.8%
AT
2089
American Trust
Kentucky
$13.3M -$2.49M -6,620 -16%
CPW
2090
Cove Private Wealth
New York
$13.2M +$2M +5,325 +18%
BFO
2091
Biltmore Family Office
North Carolina
$13.2M +$841K +2,240 +7%
CA
2092
CV Advisors
Florida
$13.2M +$784K +2,092 +6%
TCBWMS
2093
Texas Capital Bank Wealth Management Services
Texas
$13.2M +$1.44M +3,824 +12%
WP
2094
Westmount Partners
California
$13.2M -$475K -1,265 -3%
IDP
2095
In-Depth Partners
Florida
$13.2M +$1.71M +4,550 +15%
CCM
2096
Consolidated Capital Management
California
$13.2M +$372K +991 +3%
PAIM
2097
Punch & Associates Investment Management
Minnesota
$13.2M -$250K -667 -2%
EPIME
2098
Evelyn Partners Investment Management (Europe)
$13.2M +$13.2M +20,140 New
HI
2099
Humankind Investments
New York
$13.1M +$72.5K +193 +0.6%
FSCM
2100
First Sabrepoint Capital Management
Texas
$13.1M