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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 %
TWM
3001
Topsail Wealth Management
North Carolina
$7.68M -$74.6K -150 -1%
CCG
3002
Cloverfields Capital Group
Minnesota
$7.68M +$225K +453 +3%
OFW
3003
Omnia Family Wealth
Florida
$7.67M +$531K +1,067 +7%
CCM
3004
Connective Capital Management
California
$7.67M
EL
3005
EWA LLC
Pennsylvania
$7.67M +$2.55M +5,132 +50%
WA
3006
WP Advisors
California
$7.65M +$480K +965 +7%
CCA
3007
Clearwater Capital Advisors
Illinois
$7.64M -$171K -344 -2%
SFA
3008
Semmax Financial Advisors
North Carolina
$7.64M -$746K -1,429 -9%
V
3009
ViaWealth
Kansas
$7.63M +$2.99K +6 +0%
RC
3010
Rahlfs Capital
Texas
$7.63M
TFM
3011
TFC Financial Management
Massachusetts
$7.63M +$119K +239 +2%
OPW
3012
Osprey Private Wealth
New York
$7.63M +$207K +415 +3%
WAL
3013
W Advisors LLC
Tennessee
$7.62M -$223K -448 -3%
CGA
3014
Channing Global Advisors
Florida
$7.6M -$903K -1,815 -11%
RLIM
3015
Red Lighthouse Investment Management
New York
$7.59M +$31.8K +64 +0.4%
APWA
3016
Atlas Private Wealth Advisors
New Jersey
$7.59M -$416K -837 -5%
RCM
3017
Regency Capital Management
Hawaii
$7.58M -$2.49K -5 -0%
WFAG
3018
Worth Financial Advisory Group
North Carolina
$7.58M +$402K +809 +6%
SC
3019
Saybrook Capital
North Carolina
$7.58M +$3.36M +6,759 +80%
BOSSRA
3020
B.O.S.S. Retirement Advisors
Utah
$7.57M +$1.14M +2,293 +18%
S
3021
Sunpointe
Missouri
$7.57M +$1.23M +2,467 +19%
ACP
3022
Albar Capital Partners
United Kingdom
$7.57M +$7.57M +15,223 New
GTAM
3023
Global Trust Asset Management
Florida
$7.57M +$1.24M +2,489 +20%
AA
3024
Altman Advisors
Illinois
$7.55M +$66.9K +136 +0.9%
WCG
3025
Weaver Consulting Group
California
$7.55M +$21.4K +43 +0.3%