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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 %
CSC
3726
Caldwell Sutter Capital
California
$4.31M -$158K -317 -4%
LSA
3727
Lansing Street Advisors
Pennsylvania
$4.31M +$409K +823 +11%
SFWC
3728
Strategic Family Wealth Counselors
New Jersey
$4.3M -$88K -177 -2%
WC
3729
Westhampton Capital
North Carolina
$4.3M -$9.95K -20 -0.2%
CCWM
3730
Correct Capital Wealth Management
Missouri
$4.29M +$290K +584 +7%
MWM
3731
Mascagni Wealth Management
Mississippi
$4.28M +$39.3K +79 +0.9%
DFA
3732
Davies Financial Advisors
California
$4.28M -$2.07M -4,163 -33%
CBT
3733
CoreFirst Bank & Trust
Kansas
$4.27M +$46.8K +94 +1%
RW
3734
Rede Wealth
Virginia
$4.27M -$35.8K -72 -0.8%
AIA
3735
Arbor Investment Advisors
North Carolina
$4.27M +$5.47K +11 +0.1%
FF
3736
Farrell Financial
New York
$4.27M +$57.2K +115 +1%
Legacy Financial Group (Iowa)
3737
Legacy Financial Group (Iowa)
Iowa
$4.26M +$306K +616 +8%
DCM
3738
Delta Capital Management
New Jersey
$4.26M
AI
3739
Atom Investors
Texas
$4.26M
VFPW
3740
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.26M -$189K -380 -4%
EWM
3741
Evergreen Wealth Management
Michigan
$4.25M +$24.9K +50 +0.6%
MDSL
3742
M.D. Sass LLC
New York
$4.25M +$12.4K +25 +0.3%
AA
3743
Acorns Advisers
California
$4.24M +$299K +601 +8%
PWM
3744
Partnership Wealth Management
Maryland
$4.24M +$49.2K +99 +1%
TCM
3745
TD Capital Management
Tennessee
$4.23M +$495K +995 +13%
EIP
3746
Ellis Investment Partners
Pennsylvania
$4.22M +$8.46K +17 +0.2%
BFA
3747
Brendel Financial Advisors
New Hampshire
$4.22M +$80.6K +162 +2%
CMP
3748
Coston McIsaac & Partners
Maine
$4.21M -$1.99K -4 -0%
HPC
3749
Hobart Private Capital
North Carolina
$4.21M +$2.45M +4,923 +139%
DF
3750
Dunhill Financial
United Kingdom
$4.21M +$141K +284 +3%