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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 %
NRD
3501
Nebula Research & Development
New York
$5.21M -$1.24M -2,497 -19%
GA
3502
Gordian Advisors
Arizona
$5.2M +$995 +2 +0%
AFW
3503
Avantra Family Wealth
Pennsylvania
$5.2M -$8.46K -17 -0.2%
BFWA
3504
Benchmark Financial Wealth Advisors
Florida
$5.2M -$238K -479 -4%
PAM
3505
Paradigm Asset Management
New York
$5.2M +$1.54M +3,100 +42%
FGA
3506
Fortis Group Advisors
New Jersey
$5.2M -$952K -1,801 -15%
MS
3507
Madden Securities
Texas
$5.2M +$32.8K +66 +0.6%
KFA
3508
Kapstone Financial Advisors
Ohio
$5.19M +$271K +544 +5%
CCM
3509
Cinctive Capital Management
New York
$5.19M +$4.28M +8,613 +473%
CWM
3510
Crowley Wealth Management
Delaware
$5.19M +$14.4K +29 +0.3%
WFAG
3511
Wescott Financial Advisory Group
Pennsylvania
$5.19M -$1.54M -3,105 -23%
PW
3512
PUREfi Wealth
Massachusetts
$5.18M +$464K +933 +10%
NWAG
3513
Net Worth Advisory Group
Utah
$5.18M +$2.21M +4,443 +74%
GC
3514
Gould Capital
Washington
$5.18M +$39.8K +80 +0.8%
TIM
3515
Tevis Investment Management
Texas
$5.17M +$1.28M +2,566 +33%
CCM
3516
Crew Capital Management
Ohio
$5.17M -$318K -639 -6%
BCPE
3517
Bain Capital Public Equity
Massachusetts
$5.17M +$5.17M +10,389 New
MCM
3518
Mainstay Capital Management
Michigan
$5.17M +$2.64M +5,316 +105%
PIA
3519
Pinion Investment Advisors
Kansas
$5.16M -$5.14M -10,326 -50%
VCWM
3520
Vista Cima Wealth Management
Arizona
$5.16M -$33.3K -67 -0.6%
MFWP
3521
Mosaic Family Wealth Partners
Missouri
$5.15M -$337K -678 -6%
CIA
3522
Cascade Investment Advisors
Oregon
$5.15M -$28.9K -58 -0.6%
RLWM
3523
RF&L Wealth Management
Massachusetts
$5.15M
ITIM
3524
Indiana Trust & Investment Management
Indiana
$5.15M +$48.7K +98 +1%
IIL
3525
Insight Inv LLC
California
$5.14M -$19.8M -39,787 -79%