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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 %
SWK
2101
Stephen W. Kidder
$13.1M -$101K -270 -0.8%
NB
2102
Northwest Bancshares
Pennsylvania
$13.1M -$139K -371 -1%
FBT
2103
First Bank & Trust
South Dakota
$13.1M +$7.51K +20 +0.1%
HIP
2104
Harrell Investment Partners
Texas
$13.1M +$40.2K +107 +0.3%
SWA
2105
SOA Wealth Advisors
New York
$13.1M +$8.78M +85,048 +204%
TC
2106
TFR Capital
Texas
$13.1M +$1.92M +5,126 +17%
LAM
2107
L2 Asset Management
Massachusetts
$13.1M +$1.31M +3,484 +11%
RMAM
2108
Raab & Moskowitz Asset Management
New Jersey
$13M -$465K -1,238 -3%
BONH
2109
Bank of New Hampshire
New Hampshire
$13M -$202K -537 -2%
NIP
2110
Nicholas Investment Partners
California
$13M -$1.96M -5,229 -13%
AFM
2111
Abbot Financial Management
Massachusetts
$13M -$118K -315 -0.9%
PAMG
2112
Patton Albertson Miller Group
Tennessee
$13M +$2.28M +6,086 +21%
FNBOMD
2113
First National Bank of Mount Dora
Florida
$13M +$1.33M +3,542 +11%
CC
2114
Cadinha & Co
Hawaii
$12.9M -$7.15M -19,045 -36%
ZIG
2115
Zullo Investment Group
Pennsylvania
$12.9M -$40.9K -109 -0.3%
TPWA
2116
TRUE Private Wealth Advisors
Oregon
$12.9M -$111K -297 -0.9%
NCM
2117
Northwest Capital Management
Oregon
$12.9M -$478K -1,274 -4%
TWA
2118
TCI Wealth Advisors
Arizona
$12.9M -$191K -509 -1%
LAM
2119
Lummis Asset Management
Texas
$12.9M +$7.98M +20,694 +162%
ACA
2120
Atlas Capital Advisors
Wyoming
$12.9M -$8.45M -22,511 -40%
GFA
2121
Gifford Fong Associates
California
$12.9M
GFM
2122
GCQ Funds Management
Australia
$12.9M +$12.9M +34,282 New
HWAM
2123
Hennion & Walsh Asset Management
New Jersey
$12.9M +$433K +1,154 +3%
LFA
2124
Legacy Financial Advisors
Kentucky
$12.9M -$419K -1,117 -3%
LWP
2125
LMG Wealth Partners
Louisiana
$12.8M -$10.5K -28 -0.1%