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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 %
AFA
3651
Allium Financial Advisors
Oregon
$4.6M -$179K -359 -4%
NI
3652
NDVR Inc
Massachusetts
$4.6M -$241K -484 -5%
FCT
3653
Family Capital Trust
Massachusetts
$4.59M +$528K +1,062 +13%
MWM
3654
Maridea Wealth Management
New York
$4.59M +$1.82M +3,669 +66%
CIS
3655
Custom Index Systems
New York
$4.59M -$985K -1,980 -18%
TC
3656
Tsai Capital
New York
$4.58M -$22.9K -46 -0.5%
BWCS
3657
Beirne Wealth Consulting Services
Connecticut
$4.58M +$15.4K +31 +0.3%
HFS
3658
Heritage Financial Services
Massachusetts
$4.58M -$254K -510 -5%
FC
3659
Fjell Capital
North Dakota
$4.58M +$12.9K +26 +0.3%
RB
3660
Renasant Bank
Mississippi
$4.58M -$201K -405 -4%
SAMT
3661
Select Asset Management & Trust
Pennsylvania
$4.57M +$30.8K +62 +0.7%
JBA
3662
Johnson Bixby & Associates
Washington
$4.57M +$878K +1,765 +24%
KW
3663
Keyvantage Wealth
Pennsylvania
$4.57M +$345K +693 +8%
IF
3664
Integrity Financial
Wyoming
$4.57M +$120K +241 +3%
ML
3665
Mayport LLC
Massachusetts
$4.56M -$141K -284 -3%
LWM
3666
LongView Wealth Management
Georgia
$4.55M -$384K -772 -8%
LWM
3667
LJI Wealth Management
Indiana
$4.55M -$67.6K -136 -1%
HP
3668
HT Partners
Connecticut
$4.54M -$4.48K -9 -0.1%
EBWM
3669
Eagle Bluffs Wealth Management
Missouri
$4.54M +$62.2K +125 +1%
TFO
3670
Tarbox Family Office
California
$4.54M +$5.97K +12 +0.1%
CG
3671
Cynosure Group
Utah
$4.53M
SIM
3672
Sterling Investment Management
Arizona
$4.53M -$18.4K -37 -0.4%
RWS
3673
Resolute Wealth Strategies
Mississippi
$4.52M +$483K +971 +12%
WCM
3674
Washburn Capital Management
Florida
$4.52M -$171K -344 -4%
BMCM
3675
Burns Matteson Capital Management
New York
$4.52M +$42.3K +85 +0.9%