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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 %
LS
2576
Leelyn Smith
Illinois
$10.7M +$180K +361 +2%
IAS
2577
IMA Advisory Services
Colorado
$10.7M +$119K +239 +1%
WA
2578
Wealth Architects
California
$10.6M -$38.8K -78 -0.4%
AFS
2579
Aft Forsyth & Sober
Florida
$10.6M +$99.5K +200 +0.9%
SIM
2580
Sentry Investment Management
Wisconsin
$10.6M -$110K -222 -1%
HT
2581
Headlands Technologies
Illinois
$10.6M +$10.6M +21,379 New
SFS
2582
Summit Financial Strategies
Ohio
$10.6M -$178K -358 -2%
HCM
2583
Highview Capital Management
Illinois
$10.6M +$785K +1,579 +8%
TWM
2584
Thrive Wealth Management
Pennsylvania
$10.6M +$34.3K +69 +0.3%
SNBOSD
2585
Security National Bank of So Dak
Iowa
$10.6M -$62.2K -125 -0.6%
LA
2586
Lifeworks Advisors
Michigan
$10.6M -$205K -412 -2%
ST
2587
Sentinel Trust
Texas
$10.6M -$585K -1,176 -5%
AW
2588
Alaethes Wealth
Nevada
$10.5M +$187K +375 +2%
FPF
2589
First Pacific Financial
Washington
$10.5M +$209K +421 +2%
TA
2590
Tiptree Advisors
New York
$10.5M +$1.74M +3,500 +20%
VCM
2591
Virtue Capital Management
Tennessee
$10.5M -$4.98M -10,016 -32%
CRI
2592
Colonial River Investments
Virginia
$10.5M +$752K +1,499 +8%
HFS
2593
Howard Financial Services
Texas
$10.5M -$1.69M -3,393 -14%
OBGC
2594
O'Brien Greene & Co
Pennsylvania
$10.5M -$135K -272 -1%
GA
2595
GSG Advisors
New Jersey
$10.4M +$203K +409 +2%
NC
2596
NewSquare Capital
Pennsylvania
$10.4M +$1.07M +2,160 +11%
SN
2597
Sittner & Nelson
Oregon
$10.4M +$28.4K +57 +0.3%
IRAG
2598
Investment Research & Advisory Group
Georgia
$10.4M -$1.72M -3,459 -14%
WMA
2599
Wealth Management Associates
New Jersey
$10.4M -$61.2K -123 -0.6%
BAM
2600
Byrne Asset Management
New Jersey
$10.4M -$155K -312 -1%