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Microsoft

5,695 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, 2,514 increasing their positions, 2,572 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,695
Holders Change
+14
Holders Change %
+0.25%
% of All Funds
76.32%
Holding in Top 10
3,093
Holding in Top 10 Change
+299
Holding in Top 10 Change %
+10.7%
% of All Funds
41.45%
New
230
Increased
2,514
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 %
LAM
3126
Lewis Asset Management
California
$7.04M +$2.02M +4,051 +40%
SRA
3127
Secured Retirement Advisors
Minnesota
$7.03M -$222K -447 -3%
VU
3128
Vanderbilt University
Tennessee
$7.02M -$2.66M -5,353 -27%
AC
3129
Allstate Corporation
Illinois
$7.01M -$114M -228,409 -94%
OFS
3130
Orrstown Financial Services
Pennsylvania
$7.01M -$93.5K -188 -1%
GCGDR
3131
Geo Capital Gestora de Recursos
Brazil
$7M -$396K -796 -5%
KC
3132
Katamaran Capital
United Kingdom
$7M +$5M +10,052 +250%
PWM
3133
Purus Wealth Management
California
$6.99M +$788K +1,585 +13%
AA
3134
Argent Advisors
Louisiana
$6.98M +$111K +223 +2%
QFW
3135
QTR Family Wealth
Florida
$6.97M +$1.01M +2,039 +17%
GPWM
3136
Grant Private Wealth Management
California
$6.97M +$3.99M +8,029 +134%
HAG
3137
HF Advisory Group
Maryland
$6.97M +$623K +1,252 +10%
PIAS
3138
PCA Investment Advisory Services
Ohio
$6.96M +$455K +915 +7%
MTWM
3139
Masso Torrence Wealth Management
New Jersey
$6.96M +$480K +965 +7%
APC
3140
Aspire Private Capital
North Carolina
$6.96M +$424K +852 +6%
PC
3141
Port Capital
Illinois
$6.96M -$48.3K -97 -0.7%
AIM
3142
Athena Investment Management
California
$6.96M -$54.2K -109 -0.8%
MHWM
3143
Montz Harcus Wealth Management
Louisiana
$6.96M -$78.6K -158 -1%
PP
3144
Patron Partners
Texas
$6.94M +$388K +781 +6%
LF
3145
LifeSteps Financial
California
$6.94M +$129K +259 +2%
LWM
3146
Lodestone Wealth Management
Washington
$6.94M -$73.1K -147 -1%
BCM
3147
Bienville Capital Management
New York
$6.93M +$101K +204 +1%
SAF
3148
Smith Anglin Financial
Texas
$6.93M -$95.5K -192 -1%
FHC
3149
First Heartland Consultants
Missouri
$6.92M -$127K -255 -2%
CWM
3150
Compass Wealth Management
Connecticut
$6.92M -$145K -291 -2%