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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 %
BWM
2626
Bernard Wealth Management
Michigan
$10.2M -$397K -799 -4%
KL
2627
KWMG LLC
Kansas
$10.2M +$9.95K +20 +0.1%
WIC
2628
Wilkins Investment Counsel
Massachusetts
$10.2M +$417K +838 +4%
EA
2629
Everpar Advisors
Oklahoma
$10.2M +$994K +1,999 +11%
HCCM
2630
Hudson Canyon Capital Management
New York
$10.2M +$45.8K +92 +0.5%
PWP
2631
Pursue Wealth Partners
California
$10.2M -$700K -1,407 -6%
UBG
2632
United Bank (Georgia)
Georgia
$10.1M -$437K -878 -4%
RCWM
2633
Royal Capital Wealth Management
Indiana
$10.1M +$6.96K +14 +0.1%
LSC
2634
Lesa Sroufe & Co
Washington
$10.1M +$497 +1 +0%
ECM
2635
EagleClaw Capital Management
Massachusetts
$10.1M -$257K -517 -2%
BRA
2636
Bender Robert & Associates
California
$10.1M -$192K -386 -2%
QPWM
2637
Quadrant Private Wealth Management
Pennsylvania
$10.1M +$322K +647 +3%
HCM
2638
Hengehold Capital Management
Ohio
$10.1M -$8.46K -17 -0.1%
PMFA
2639
Plante Moran Financial Advisors
Michigan
$10.1M -$682K -1,372 -6%
FCA
2640
FLC Capital Advisors
California
$10.1M +$219K +441 +2%
CI
2641
Cherokee Insurance
Michigan
$10.1M
FPW
2642
Fairvoy Private Wealth
Alabama
$10.1M +$179K +359 +2%
RWM
2643
RBA Wealth Management
California
$10M -$229K -460 -2%
AP
2644
Advisors Preferred
Maryland
$10M
CSPIA
2645
Cary Street Partners Investment Advisory
Virginia
$9.99M +$1.42M +2,850 +17%
PWM
2646
Palumbo Wealth Management
New York
$9.99M +$29.3K +59 +0.3%
CWM
2647
Centric Wealth Management
Illinois
$9.98M +$325K +622 +3%
BFG
2648
Beacon Financial Group
Texas
$9.98M +$181K +364 +2%
TAM
2649
Townsend Asset Management
North Carolina
$9.98M -$125K -252 -1%
PSC
2650
Prentiss Smith & Co
Vermont
$9.97M +$6.34M +12,738 +174%