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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 %
DIP
3476
Davis Investment Partners
North Carolina
$5.35M +$3.92M +7,967 +275%
NWWA
3477
New Wave Wealth Advisors
Arkansas
$5.34M -$132K -266 -2%
OPWM
3478
Oxinas Partners Wealth Management
Indiana
$5.34M -$418K -841 -7%
CL
3479
CLG LLC
California
$5.34M -$61.7K -124 -1%
ACA
3480
Affinity Capital Advisors
California
$5.34M -$40.8K -82 -0.8%
NIWA
3481
New Insight Wealth Advisors
California
$5.33M +$81.1K +163 +2%
MCM
3482
Mendel Capital Management
Arkansas
$5.33M -$37.3K -75 -0.7%
FC
3483
Financial Council
Maryland
$5.32M -$5.97K -12 -0.1%
WCAMG
3484
Woodard & Company Asset Management Group
North Carolina
$5.32M -$1.18M -2,380 -18%
CPC
3485
Cookson Peirce & Co
Pennsylvania
$5.31M -$1.62M -3,247 -23%
RWM
3486
Rialto Wealth Management
New York
$5.31M +$39.3K +79 +0.7%
COCM
3487
Charter Oak Capital Management
New Hampshire
$5.29M +$218K +439 +4%
FFA
3488
Fi3 Financial Advisors
Indiana
$5.29M +$368K +739 +7%
CFM
3489
Comprehensive Financial Management
California
$5.28M +$5.28M +10,614 New
BWA
3490
Beam Wealth Advisors
Louisiana
$5.28M -$77.1K -155 -1%
MWVC
3491
Morgens Waterfall Vintiadis & Co
New York
$5.27M
WPA
3492
West Paces Advisors
Georgia
$5.26M +$874K +1,757 +20%
BPW
3493
Bingham Private Wealth
California
$5.25M +$1.62M +4,811 +45%
BWG
3494
Beta Wealth Group
California
$5.24M -$4.49M -9,027 -46%
RL
3495
Rogco LP
Oklahoma
$5.23M +$54.2K +109 +1%
SCA
3496
Sassicaia Capital Advisers
New York
$5.22M +$4.43M +8,900 +556%
AFAS
3497
Acorn Financial Advisory Services
Virginia
$5.22M -$97.5K -196 -2%
PMSA
3498
Patrick M. Sweeney & Associates
Illinois
$5.21M +$38.4K +77 +0.7%
WRPWM
3499
Werba Rubin Papier Wealth Management
California
$5.21M +$634K +1,274 +14%
ARC
3500
Advisor Resource Council
Texas
$5.21M -$18.4M -36,946 -78%