MSFT icon

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 %
PCMF
3626
Private Capital Management (Florida)
Florida
$4.67M -$347K -697 -7%
LPAM
3627
Lodestar Private Asset Management
California
$4.67M -$45.3K -91 -1%
DG
3628
DMC Group
Alabama
$4.67M +$170K +342 +4%
CWM
3629
Challenger Wealth Management
California
$4.67M -$100K -202 -2%
USWIA
3630
UP Strategic Wealth Investment Advisors
Pennsylvania
$4.66M +$620K +1,246 +15%
GPA
3631
Guerra Pan Advisors
New Jersey
$4.65M +$339K +682 +8%
RWPA
3632
Richard W. Paul & Associates
Michigan
$4.65M +$23.9K +48 +0.5%
EB
3633
Exchange Bank
California
$4.65M -$98.5K -198 -2%
ACP
3634
Argyle Capital Partners
California
$4.65M -$402K -809 -8%
DKCM
3635
Davidson Kahn Capital Management
California
$4.65M +$266K +534 +6%
PIM
3636
Platinum Investment Management
Australia
$4.65M
LFS
3637
Legacy Financial Strategies
Kansas
$4.64M +$320K +644 +7%
BF
3638
Baring Financial
Washington
$4.64M +$731K +1,469 +19%
HFA
3639
Hutchinson Financial Advisors
Virginia
$4.64M +$4.64M +9,331 New
FWM
3640
Fonville Wealth Management
Virginia
$4.64M +$22.4K +45 +0.5%
WFA
3641
WMG Financial Advisors
Tennessee
$4.63M -$34.3K -69 -0.7%
PCM
3642
Pointe Capital Management
Michigan
$4.63M +$152K +305 +3%
OWA
3643
Outlook Wealth Advisors
Texas
$4.62M -$6.47K -13 -0.1%
WF
3644
Whelan Financial
California
$4.62M +$552K +1,110 +14%
LIA
3645
Lynx Investment Advisory
District of Columbia
$4.62M +$497 +1 +0%
AIP
3646
Almanack Investment Partners
Pennsylvania
$4.62M +$775K +1,558 +20%
WDC
3647
Woodward Diversified Capital
California
$4.62M +$1.48M +2,978 +47%
DIS
3648
Diversified Investment Strategies
Louisiana
$4.61M -$107K -215 -2%
MA
3649
MKT Advisors
California
$4.61M +$8.37K +17 +0.2%
SSC
3650
Syverson Strege & Co
Iowa
$4.6M +$2.84M +5,710 +161%