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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 %
MCA
2976
MSH Capital Advisors
Arizona
$7.83M -$82.1K -165 -1%
OC
2977
Opinicus Capital
Florida
$7.82M -$48.7K -98 -0.6%
MPPW
2978
Mitchell & Pahl Private Wealth
Oklahoma
$7.82M +$44.8K +90 +0.6%
MEG
2979
Millstone Evans Group
Colorado
$7.81M +$63.7K +128 +0.8%
WA
2980
Waddell & Associates
Tennessee
$7.8M -$855K -1,719 -10%
FFA
2981
Fairfield Financial Advisors
Massachusetts
$7.8M -$1.36M -2,740 -15%
G
2982
GenTrust
Florida
$7.79M -$491K -988 -6%
JF
2983
JSF Financial
California
$7.78M +$223K +449 +3%
AWA
2984
Acorn Wealth Advisors
Michigan
$7.78M -$159K -320 -2%
RFWA
2985
RPg Family Wealth Advisory
Massachusetts
$7.77M -$2.89M -5,813 -27%
CG
2986
Clarus Group
Texas
$7.77M -$218K -439 -3%
CM
2987
Columbus Macro
Pennsylvania
$7.76M +$455K +914 +6%
KCPT
2988
Kingstone Capital Partners Texas
Texas
$7.75M -$225K -453 -3%
LIA
2989
LBMC Investment Advisors
Tennessee
$7.75M -$215K -433 -3%
GFPC
2990
Global Financial Private Client
Florida
$7.74M -$995 -2 -0%
EL
2991
Essex LLC
Illinois
$7.74M -$37.3K -75 -0.5%
IWS
2992
Insight Wealth Strategies
California
$7.73M +$1.51M +3,068 +24%
MC
2993
Matisse Capital
Oregon
$7.72M -$718K -1,443 -9%
TIA
2994
Traphagen Investment Advisors
New Jersey
$7.71M +$81.6K +164 +1%
AIMA
2995
Ables Iannone Moore & Associates
Georgia
$7.7M -$11.4K -23 -0.1%
OWA
2996
One Wealth Advisors
California
$7.69M +$290K +583 +4%
MWM
2997
Marion Wealth Management
Pennsylvania
$7.68M +$28.9K +58 +0.4%
GWA
2998
Gratus Wealth Advisors
Virginia
$7.68M +$7.96K +16 +0.1%
IIA
2999
ICW Investment Advisors
Arizona
$7.68M -$10.9K -22 -0.1%
MSA
3000
McAlister Sweet & Associates
Texas
$7.68M +$1.69M +3,404 +28%