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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 %
ECM
2451
Elgethun Capital Management
South Dakota
$9.24M +$167K +444 +2%
TWM
2452
Tanager Wealth Management
United Kingdom
$9.23M +$523K +1,392 +6%
CFM
2453
Capricorn Fund Managers
United Kingdom
$9.22M +$5.06M +13,483 +122%
LCM
2454
Leisure Capital Management
California
$9.22M +$48.1K +128 +0.5%
APW
2455
Austin Private Wealth
Texas
$9.21M +$221K +589 +2%
PWAM
2456
Pinnacle West Asset Management
Wyoming
$9.19M +$18.8K +50 +0.2%
CAU
2457
Caxton Associates (UK)
$9.18M +$9.18M +24,466 New
ATC
2458
Adirondack Trust Company
New York
$9.18M +$42.8K +114 +0.5%
HFS
2459
Howard Financial Services
Texas
$9.18M +$242K +645 +3%
PWAM
2460
Papamarkou Wellner Asset Management
New York
$9.17M -$199K -529 -2%
DE
2461
Diversified Enterprises
Delaware
$9.17M +$2.37M +6,305 +35%
IRAG
2462
Investment Research & Advisory Group
Georgia
$9.16M +$44.7K +119 +0.5%
RAM
2463
Redmond Asset Management
Virginia
$9.16M +$14.6K +39 +0.2%
DJYG
2464
David J. Yvars Group
Florida
$9.15M +$13.5K +36 +0.1%
RIM
2465
Redwood Investment Management
Arizona
$9.14M +$3.92M +10,444 +75%
APIM
2466
Agate Pass Investment Management
Washington
$9.13M +$192K +511 +2%
SAM
2467
Stenahm Asset Management
Guernsey
$9.12M +$9.12M +24,300 New
GP
2468
Geneva Partners
Wisconsin
$9.12M -$36.8K -98 -0.4%
AAM
2469
AR Asset Management
California
$9.11M
CH
2470
Canton Hathaway
Rhode Island
$9.1M +$2.85M +7,600 +46%
WPA
2471
Wealth Preservation Advisors
Tennessee
$9.09M +$9.09M +24,216 New
MIS
2472
Morningstar Investment Services
Illinois
$9.07M -$8.32M -22,171 -48%
TCM
2473
Tandem Capital Management
New Jersey
$9.06M -$45.8K -122 -0.5%
CPA
2474
Capital Performance Advisors
California
$9.06M +$3.2M +8,520 +55%
RFP
2475
Root Financial Partners
California
$9.05M +$3.04M +8,087 +51%