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Microsoft

5,696 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 230 funds opening new positions, 2,515 increasing their positions, 2,572 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,696
Holders Change
+14
Holders Change %
+0.25%
% of All Funds
76.32%
Holding in Top 10
3,094
Holding in Top 10 Change
+299
Holding in Top 10 Change %
+10.7%
% of All Funds
41.46%
New
230
Increased
2,515
Reduced
2,572
Closed
109
Calls
$57.8B
Puts
$45.7B
Net Calls
+$12.1B
Net Calls Change
+$11.9B
Name Holding Trade Value Shares
Change
Shares
Change %
GAG
2476
Goodman Advisory Group
Massachusetts
$11.7M -$1.31M -2,625 -10%
UCMOK
2477
United Capital Management of KS
Kansas
$11.7M +$132K +265 +1%
TSWM
2478
Tyler-Stone Wealth Management
Ohio
$11.7M +$311K +625 +3%
CWAG
2479
Compton Wealth Advisory Group
Virginia
$11.7M +$63.2K +127 +0.5%
EW
2480
Elyxium Wealth
California
$11.7M +$892K +1,793 +8%
AWM
2481
Arista Wealth Management
Nevada
$11.7M +$8.65M +17,393 +287%
HWP
2482
Highline Wealth Partners
California
$11.7M +$198K +399 +2%
CCM
2483
Corsair Capital Management
New York
$11.7M -$24.9K -50 -0.2%
BCPWM
2484
Bradley & Co Private Wealth Management
Florida
$11.7M -$70.1K -141 -0.6%
TI
2485
TTP Investments
California
$11.7M +$80.1K +161 +0.7%
EML
2486
Eos Management LP
New York
$11.7M
GWM
2487
Gibbs Wealth Management
Georgia
$11.6M +$11.6M +23,409 New
TRIA
2488
Trail Ridge Investment Advisors
Colorado
$11.6M -$377K -707 -3%
AWAU
2489
Alliance Wealth Advisors (Utah)
Utah
$11.6M +$52.7K +106 +0.5%
MIM
2490
Moseley Investment Management
Florida
$11.6M +$59.2K +119 +0.5%
PCM
2491
Poehling Capital Management
Wisconsin
$11.6M +$91.5K +184 +0.8%
MSG
2492
Main Street Group
Virginia
$11.6M -$763K -1,533 -6%
WA
2493
Wambolt & Associates
Colorado
$11.6M -$672K -1,365 -5%
WCM
2494
Wisconsin Capital Management
Wisconsin
$11.5M +$21.9K +44 +0.2%
AFG
2495
Allegheny Financial Group
Pennsylvania
$11.5M +$599K +1,205 +5%
AC
2496
Annandale Capital
Texas
$11.5M +$6.47K +13 +0.1%
GCM
2497
Genus Capital Management
British Columbia, Canada
$11.5M +$9.82M +19,750 +580%
AIM
2498
AMI Investment Management
Indiana
$11.5M -$90.5K -182 -0.8%
DRD
2499
Dennis R. Delaney
$11.5M +$93.5K +188 +0.8%
FAM
2500
Fulcrum Asset Management
United Kingdom
$11.5M +$11.5M +23,037 New