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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 %
LCM
2901
Lazari Capital Management
California
$8.24M -$550K -1,106 -6%
FC
2902
FORA Capital
Florida
$8.24M -$14.6M -29,376 -64%
CF
2903
Convergence Financial
Missouri
$8.24M +$324K +651 +4%
CWIG
2904
Chung Wu Investment Group
Texas
$8.24M -$368K -740 -4%
EFM
2905
Eley Financial Management
Vermont
$8.23M -$38.3K -77 -0.5%
FMN
2906
Financial Management Network
California
$8.23M +$231K +463 +3%
KA
2907
KLCM Advisors
Wisconsin
$8.23M -$32.3K -65 -0.4%
BMC
2908
Beaton Management Company
Massachusetts
$8.23M -$620K -1,246 -7%
JGIA
2909
Jackson Grant Investment Advisers
Connecticut
$8.22M +$497 +1 +0%
MFC
2910
Mechanics Financial Corp
Ohio
$8.22M -$39.3K -79 -0.5%
VAG
2911
VisionPoint Advisory Group
Texas
$8.22M +$3.75M +7,543 +84%
AIM
2912
Aspen Investment Management
Michigan
$8.21M -$642K -1,291 -7%
OP
2913
ORG Partners
Indiana
$8.2M +$811K +1,647 +11%
EPW
2914
Evergreen Private Wealth
Colorado
$8.18M +$432K +868 +6%
OIA
2915
Optimum Investment Advisors
Illinois
$8.17M -$91.5K -184 -1%
HFM
2916
Hartford Funds Management
Pennsylvania
$8.17M +$164K +330 +2%
PWA
2917
Physician Wealth Advisors
Utah
$8.17M +$88.5K +178 +1%
UCB
2918
United Community Bank
South Carolina
$8.15M -$137K -275 -2%
CWP
2919
Curated Wealth Partners
California
$8.14M +$33.3K +67 +0.4%
EC
2920
Eleva Capital
France
$8.14M +$8.14M +16,363 New
GAAM
2921
Guinness Atkinson Asset Management
California
$8.14M -$537K -1,080 -6%
TC
2922
Tairen Capital
Hong Kong
$8.13M -$125M -251,943 -94%
PWS
2923
Peloton Wealth Strategists
Indiana
$8.12M +$1.49K +3 +0%
SCM
2924
Summerhill Capital Management
Ontario, Canada
$8.11M -$38.8K -78 -0.5%
HIMS
2925
Hager Investment Management Services
New Hampshire
$8.1M -$289K -580 -3%