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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 %
YWM
2676
Yukon Wealth Management
Kansas
$9.89M +$405K +815 +4%
TSWM
2677
Triangle Securities Wealth Management
North Carolina
$9.89M -$3.29M -6,610 -25%
TIA
2678
Trust Investment Advisors
Indiana
$9.88M -$583K -1,173 -6%
SCM
2679
Sirios Capital Management
Massachusetts
$9.87M -$39.3K -79 -0.4%
CSA
2680
Cottage Street Advisors
Massachusetts
$9.87M -$3.14M -6,310 -24%
SFG
2681
SNS Financial Group
Minnesota
$9.87M +$97K +195 +1%
BIP
2682
Bouvel Investment Partners
Pennsylvania
$9.85M +$168K +338 +2%
NAS
2683
NWF Advisory Services
California
$9.83M +$1.23M +2,472 +14%
1W
2684
1776 Wealth
Georgia
$9.83M +$198K +399 +2%
AM
2685
Atwater Malick
Pennsylvania
$9.83M -$32.8K -66 -0.3%
AIM
2686
Acropolis Investment Management
Missouri
$9.82M +$74.6K +150 +0.8%
RFW
2687
Rainier Family Wealth
Washington
$9.82M +$186K +374 +2%
ACM
2688
Alcosta Capital Management
California
$9.81M -$41.3K -83 -0.4%
BSB
2689
Bangor Savings Bank
Maine
$9.8M -$243K -489 -2%
RWM
2690
Revisor Wealth Management
Ohio
$9.8M +$491K +980 +5%
MSA
2691
Marino Stram & Associates
Massachusetts
$9.78M +$82.1K +165 +0.8%
DWAM
2692
Duncan Williams Asset Management
Tennessee
$9.78M +$588K +1,182 +6%
IP
2693
Intellectus Partners
California
$9.77M +$41.8K +84 +0.4%
OL
2694
OneFund LLC
Florida
$9.76M -$106K -214 -1%
PA
2695
Paragon Advisors
Texas
$9.76M +$2.96M +5,951 +44%
WM
2696
Whitford Management
New York
$9.75M +$150K +302 +2%
SL
2697
SFM LLC
New Hampshire
$9.74M -$20.4K -41 -0.2%
WAAG
2698
Wealth Alliance Advisory Group
Kansas
$9.74M +$795K +1,599 +9%
PAM
2699
Peninsula Asset Management
Florida
$9.74M +$112K +226 +1%
XI
2700
XXEC Inc
Oklahoma
$9.73M -$4.51M -9,059 -32%