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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 %
AWCI
2326
Alpine Woods Capital Investors
New York
$10.4M -$2.97M -7,922 -22%
MA
2327
Menlo Advisors
California
$10.4M -$37.5K -100 -0.4%
FCMT
2328
Founders Capital Management (Texas)
Texas
$10.4M +$600K +1,599 +6%
OC
2329
Oarsman Capital
Wisconsin
$10.4M -$25.9K -69 -0.2%
CAM
2330
Councilmark Asset Management
Tennessee
$10.4M -$39.4K -105 -0.4%
KFP
2331
Keystone Financial Planning
Ohio
$10.4M
HR
2332
Hardy Reed
Mississippi
$10.4M +$74.7K +199 +0.7%
FBC
2333
Fairfield, Bush & Co
Connecticut
$10.4M +$101K +268 +1%
SFM
2334
Signet Financial Management
New Jersey
$10.4M -$688K -1,834 -6%
BWM
2335
Bulltick Wealth Management
Florida
$10.4M -$1.51M -4,024 -13%
AR
2336
Advisory Research
Illinois
$10.4M -$472K -1,257 -4%
TGAM
2337
TBH Global Asset Management
Tennessee
$10.4M +$2.59M +6,897 +33%
BIM
2338
Breakwater Investment Management
Washington
$10.3M +$9.01K +24 +0.1%
CCAM
2339
Cascades Capital Asset Management
North Carolina
$10.3M -$266K -709 -3%
VCP
2340
Vista Capital Partners
Oregon
$10.3M -$571K -1,520 -5%
AIA
2341
AssuredPartners Investment Advisors
Florida
$10.3M +$584K +1,555 +6%
CW
2342
Channel Wealth
California
$10.3M +$488K +1,300 +5%
WFG
2343
Wormser Freres Gestion
France
$10.3M +$3.32M +8,770 +48%
Members Trust
2344
Members Trust
Florida
$10.3M +$72.8K +194 +0.7%
RPGK
2345
Retirement Planning Group (Kansas)
Kansas
$10.3M +$1.47M +3,908 +17%
ACG
2346
Allen Capital Group
Nebraska
$10.3M +$1.57M +4,191 +18%
SCP
2347
Sandhill Capital Partners
New York
$10.3M +$63.8K +170 +0.6%
JC
2348
JB Capital
Connecticut
$10.3M -$402K -1,070 -4%
WIM
2349
WealthPlan Investment Management
Nebraska
$10.3M +$1.04M +2,765 +11%
LIM
2350
Loudon Investment Management
New Hampshire
$10.3M -$58.2K -155 -0.6%