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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 %
LFP
2551
Lakeshore Financial Planning
Michigan
$10.9M -$125K -251 -1%
FWM
2552
Forefront Wealth Management
Pennsylvania
$10.9M -$58.2K -117 -0.5%
CFS
2553
Commonwealth Financial Services
West Virginia
$10.9M +$121K +244 +1%
HNW
2554
High Note Wealth
Minnesota
$10.9M +$269K +540 +3%
SMF
2555
Scott Marsh Financial
Utah
$10.8M +$10.8M +21,802 New
FC
2556
Forte Capital
New York
$10.8M -$80.6K -162 -0.7%
SCP
2557
Sivia Capital Partners
California
$10.8M +$227K +456 +2%
NME
2558
Notis-McConarty Edward
$10.8M +$42.3K +85 +0.4%
FC
2559
Fusion Capital
South Carolina
$10.8M +$137K +275 +1%
WMP
2560
Wealth Management Partners
Arizona
$10.8M -$103K -207 -0.9%
SC
2561
Summa Corp
Texas
$10.8M -$3.14M -6,308 -22%
SIM
2562
Studio Investment Management
Illinois
$10.8M -$241K -484 -2%
BCM
2563
Blume Capital Management
California
$10.8M -$306K -615 -3%
CF
2564
Cantor Fitzgerald
New York
$10.8M -$25.7M -51,627 -70%
MA
2565
Mezzasalma Advisors
New Jersey
$10.8M -$987K -1,984 -8%
TWP
2566
Tempus Wealth Planning
California
$10.8M +$15.4K +31 +0.1%
BOC
2567
Barbara Oil Co
Illinois
$10.8M
CFM
2568
Capricorn Fund Managers
United Kingdom
$10.7M -$1.47M -2,956 -12%
FCFC
2569
First Commonwealth Financial Corp
Pennsylvania
$10.7M +$27.4K +55 +0.3%
GPI
2570
General Partner Inc
Pennsylvania
$10.7M -$870K -1,750 -8%
OCM
2571
Orleans Capital Management
Louisiana
$10.7M +$681K +1,370 +7%
APG
2572
Abacus Planning Group
South Carolina
$10.7M -$90.5K -182 -0.8%
MMM
2573
Mendel Money Management
Illinois
$10.7M -$389K -783 -4%
SIA
2574
SGL Investment Advisors
Montana
$10.7M +$112K +225 +1%
ATFA
2575
All Terrain Financial Advisors
Minnesota
$10.7M -$6.47K -13 -0.1%