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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 %
PGWM
2401
Parisi Gray Wealth Management
New Jersey
$9.71M +$533K +1,421 +6%
CP
2402
Canopy Partners
Ohio
$9.69M -$169K -450 -2%
BIM
2403
Barton Investment Management
Pennsylvania
$9.68M -$158K -420 -2%
TCM
2404
Tradewinds Capital Management
Washington
$9.64M +$187K +498 +2%
AP
2405
Adero Partners
California
$9.61M +$1.68M +4,484 +21%
BBNA
2406
Bremer Bank National Association
Minnesota
$9.6M +$414K +1,102 +5%
LJAC
2407
L.J. Altfest & Co
New York
$9.59M -$815K -2,172 -8%
AG
2408
Advocate Group
Minnesota
$9.58M +$95K +253 +1%
CPWA
2409
Cerro Pacific Wealth Advisors
California
$9.56M -$262K -621 -3%
LCM
2410
Liberty Capital Management
Michigan
$9.54M +$54.4K +145 +0.6%
LWA
2411
Lineweaver Wealth Advisors
Ohio
$9.53M +$820K +2,182 +9%
SC
2412
Settian Capital
New York
$9.52M
CPA
2413
Cardiff Park Advisors
California
$9.51M -$798K -2,126 -8%
WA
2414
Wambolt & Associates
Colorado
$9.51M -$701K -1,833 -7%
IA
2415
IFC Advisors
California
$9.51M +$111K +296 +1%
WIM
2416
Westside Investment Management
California
$9.5M +$151K +402 +2%
SIAP
2417
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9.5M +$229K +610 +2%
ECP
2418
Elwood Capital Partners
New York
$9.48M +$2.16M +5,755 +30%
MSFS
2419
Main Street Financial Solutions
Pennsylvania
$9.46M -$4.68M -12,478 -33%
VBCG
2420
Valley Brook Capital Group
Pennsylvania
$9.46M +$161K +430 +2%
SC
2421
Sawyer & Company
Massachusetts
$9.45M -$790K -2,104 -8%
TCOO
2422
Trust Company of Oklahoma
Oklahoma
$9.45M -$1.17M -3,121 -11%
RMP
2423
Richards, Merrill & Peterson
Washington
$9.44M +$12.4K +33 +0.1%
EC
2424
Enhancing Capital
Pennsylvania
$9.42M +$18K +48 +0.2%
LC
2425
LCNB Corp
Ohio
$9.41M +$462K +1,232 +5%