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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 %
GAM
3376
GEM Asset Management
Michigan
$5.76M -$31.9K -64 -0.5%
RHP
3377
Royal Harbor Partners
Texas
$5.76M -$63.7K -128 -1%
THCM
3378
Taylor Hoffman Capital Management
Virginia
$5.76M -$204K -411 -3%
NG
3379
Northstar Group
New York
$5.76M +$170K +341 +3%
PCM
3380
Palouse Capital Management
Washington
$5.76M -$90K -181 -2%
EB
3381
Emprise Bank
Kansas
$5.75M -$1.76M -3,530 -23%
CWM
3382
Cahaba Wealth Management
Georgia
$5.75M -$375K -754 -6%
JGCM
3383
Joseph Group Capital Management
Ohio
$5.75M -$493K -992 -8%
AF
3384
Affiance Financial
Minnesota
$5.75M -$32.3K -65 -0.6%
TMWM
3385
Taylor & Morgan Wealth Management
Michigan
$5.74M +$2.49K +5 +0%
VWMG
3386
Virginia Wealth Management Group
Virginia
$5.74M +$35.8K +72 +0.6%
TBWA
3387
Three Bridge Wealth Advisors
California
$5.74M +$2.59M +5,206 +82%
LC
3388
Landaas & Company
Wisconsin
$5.74M +$656K +1,318 +13%
SIC
3389
Samalin Investment Counsel
New York
$5.73M +$133K +268 +2%
LCGC
3390
Legacy Capital Group California
California
$5.73M +$826K +1,660 +17%
PHWM
3391
Pine Harbor Wealth Management
Maryland
$5.73M +$293K +589 +5%
MAG
3392
MRA Advisory Group
New Jersey
$5.72M -$975K -1,961 -15%
WAS
3393
Wealth Advisory Solutions
Indiana
$5.72M -$142K -285 -2%
PCA
3394
Prospect Capital Advisors
California
$5.72M
MFS
3395
Monetta Financial Services
Illinois
$5.72M
RC
3396
RV Capital
Switzerland
$5.72M
AWA
3397
AGH Wealth Advisors
Kansas
$5.72M +$41.8K +84 +0.7%
TAM
3398
Todd Asset Management
Kentucky
$5.71M -$33.8K -68 -0.6%
GA
3399
GraniteShares Advisors
New York
$5.71M -$1.38M -2,770 -19%
W
3400
Wealthquest
Ohio
$5.71M +$77.6K +156 +1%