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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 %
CRWM
2251
Castle Rock Wealth Management
California
$11.1M -$1.35M -3,538 -11%
TNA
2252
True North Advisors
Texas
$11.1M -$772K -2,056 -6%
OIM
2253
Orca Investment Management
Oregon
$11.1M -$50.7K -135 -0.5%
NDSI
2254
Newman Dignan & Sheerar Inc
Rhode Island
$11.1M -$303K -806 -3%
CCFM
2255
Clear Creek Financial Management
Washington
$11.1M +$462K +1,230 +4%
DWP
2256
Destiny Wealth Partners
Florida
$11.1M +$538K +1,434 +5%
GWM
2257
Glass Wealth Management
Texas
$11M -$263K -700 -2%
RFN
2258
RDA Financial Network
Iowa
$11M +$421K +1,121 +4%
AIA
2259
AIMZ Investment Advisors
California
$11M +$192K +511 +2%
CA
2260
CGN Advisors
Kansas
$11M -$552K -1,470 -5%
EI
2261
Ellevest Inc
New York
$11M -$928K -2,471 -8%
AW
2262
Atlas Wealth
Ohio
$11M +$199K +531 +2%
SF
2263
Slagle Financial
Illinois
$10.9M +$279K +744 +3%
SFI
2264
SPC Financial Inc
Maryland
$10.9M +$37.5K +100 +0.3%
CA
2265
Cambridge Advisors
Nebraska
$10.9M +$1.13K +3 +0%
HCA
2266
Harbour Capital Advisors
Virginia
$10.9M -$187K -500 -2%
NB
2267
Nicolet Bankshares
Wisconsin
$10.9M -$669K -1,783 -6%
CMS
2268
Capital Market Strategies
Florida
$10.9M -$808K -2,153 -7%
WI
2269
WrapManager Inc
California
$10.9M -$5.26K -14 -0%
CC
2270
Callan Capital
California
$10.9M -$6.76K -18 -0.1%
HBT
2271
Heartland Bank & Trust
Illinois
$10.9M +$2.14M +5,711 +25%
GWMIA
2272
Global Wealth Management Investment Advisory
Florida
$10.9M +$875K +2,330 +9%
ACM
2273
Avalon Capital Management
California
$10.9M -$3.22M -8,573 -23%
CWM
2274
Chesapeake Wealth Management
Virginia
$10.9M -$209K -557 -2%
CAWM
2275
Capital Advisors Wealth Management
Washington
$10.8M +$1.44M +3,823 +15%