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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 %
PAS
3776
PKS Advisory Services
New York
$4.14M -$4.97K -10 -0.1%
OWP
3777
ORG Wealth Partners
Texas
$4.14M +$83.2K +169 +2%
HHGA
3778
Halbert Hargrove Global Advisors
California
$4.14M -$1.07M -2,151 -21%
DWM
3779
Darwin Wealth Management
Florida
$4.14M -$521K -1,047 -11%
WKSWA
3780
White Knight Strategic Wealth Advisors
New Jersey
$4.14M -$42.8K -86 -1%
JWM
3781
Jessup Wealth Management
Ohio
$4.13M -$19.4K -39 -0.5%
FA
3782
Fedenia Advisers
Wisconsin
$4.13M -$80.1K -161 -2%
LIA
3783
LSP Investment Advisors
New York
$4.12M
RIM
3784
Rockbridge Investment Management
New York
$4.12M +$111K +223 +3%
EAM
3785
Exane Asset Management
France
$4.11M -$4.44M -7,605 -52%
FC
3786
FCA Corp
Texas
$4.11M -$21.4K -43 -0.5%
CCA
3787
Cora Capital Advisors
New Jersey
$4.1M +$62.7K +126 +2%
VWA
3788
VERITY Wealth Advisors
United States
$4.09M -$453K -911 -10%
TA
3789
TPG Advisors
Illinois
$4.09M +$34.8K +70 +0.9%
CA
3790
Cannon Advisors
North Carolina
$4.09M -$74.6K -150 -2%
HCWM
3791
Hidden Cove Wealth Management
Washington
$4.08M +$160K +322 +4%
MWA
3792
Motive Wealth Advisors
Michigan
$4.07M +$521K +1,047 +15%
OLVIG
3793
Oliver Lagore Vanvalin Investment Group
Michigan
$4.07M +$4.07M +10,838 New
WB
3794
West Bancorporation
Iowa
$4.07M -$72.1K -145 -2%
DSN
3795
D. Scott Neal
Kentucky
$4.06M -$103K -208 -2%
NCTC
3796
New Covenant Trust Company
Indiana
$4.06M -$97.7K -197 -2%
FCFC
3797
First Citizens Financial Corp
Iowa
$4.05M +$216K +434 +6%
NFA
3798
Northern Financial Advisors
Michigan
$4.04M -$71.1K -143 -2%
ICM
3799
Islay Capital Management
Texas
$4.04M +$17.4K +35 +0.4%
GEM
3800
Global Endowment Management
North Carolina
$4.04M -$223K -448 -5%