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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 %
CCM
2701
Cobler Capital Management
Kansas
$9.73M +$9.73M +18,480 New
PF
2702
Prosperitas Financial
California
$9.72M +$428K +861 +5%
PWA
2703
Phoenix Wealth Advisors
North Carolina
$9.7M -$174K -350 -2%
DC
2704
DeDora Capital
California
$9.68M +$1.99K +4 +0%
TCPG
2705
Trivant Custom Portfolio Group
California
$9.67M -$179K -359 -2%
MC
2706
Martin & Co
Tennessee
$9.67M -$75.1K -151 -0.8%
CPIA
2707
Cornell Pochily Investment Advisors
New York
$9.67M -$30.8K -62 -0.3%
GIM
2708
Gold Investment Management
Alberta, Canada
$9.66M +$521K +1,055 +6%
AW
2709
Alteri Wealth
California
$9.66M -$142K -285 -1%
WWM
2710
WT Wealth Management
Arizona
$9.65M -$833K -1,674 -8%
TGAM
2711
TBH Global Asset Management
Tennessee
$9.63M -$4.08M -8,207 -30%
ACM
2712
Avalon Capital Management
California
$9.63M -$4.75M -9,555 -33%
EF
2713
Exeter Financial
Arizona
$9.63M -$243K -488 -2%
LWM
2714
Liberty Wealth Management
California
$9.63M +$198K +399 +2%
TCOTS
2715
Trust Company of the South
North Carolina
$9.61M +$226K +454 +2%
SWM
2716
Scissortail Wealth Management
Oklahoma
$9.61M +$94.5K +190 +1%
SOAMC
2717
Spirit of America Management Corp
New York
$9.6M -$99.5K -200 -1%
SBCM
2718
Schwerin Boyle Capital Management
Massachusetts
$9.6M -$532K -1,070 -5%
WP
2719
WealthPLAN Partners
Nebraska
$9.59M -$927K -1,864 -9%
PIM
2720
Peregrine Investment Management
Ontario, Canada
$9.57M -$1.92M -3,860 -17%
SCP
2721
Stamos Capital Partners
California
$9.57M +$2.87M +5,776 +43%
AFC
2722
AFT Forsyth & Company
Florida
$9.56M -$2.49K -5 -0%
BAG
2723
Bridgewealth Advisory Group
California
$9.53M +$8.87M +17,828 +1,346%
WCFA
2724
Walkner Condon Financial Advisors
Wisconsin
$9.52M +$204K +410 +2%
GWM
2725
Graybill Wealth Management
Illinois
$9.51M +$435K +874 +5%