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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 %
RWM
3801
Riverbend Wealth Management
South Carolina
$4.03M +$32.3K +65 +0.8%
MWM
3802
Mascoma Wealth Management
New Hampshire
$4.03M -$422K -848 -9%
TCM
3803
Tributary Capital Management
Nebraska
$4.03M -$186K -374 -4%
TWM
3804
Triton Wealth Management
Arizona
$4.02M +$4.02M +7,876 New
DSA
3805
Droms Strauss Advisors
Missouri
$4.02M -$12.9K -26 -0.3%
WBCM
3806
Wilson & Boucher Capital Management
California
$4.02M -$45.8K -92 -1%
IAP
3807
Indie Asset Partners
Indiana
$4.02M -$452K -909 -10%
WWM
3808
WJ Wealth Management
Arizona
$4.01M -$745K -1,498 -16%
FCM
3809
Firestone Capital Management
Florida
$4.01M -$24.4K -49 -0.6%
SI
3810
Shaker Investments
Ohio
$4M +$722K +1,452 +22%
CSWG
3811
Cardinal Strategic Wealth Guidance
Kentucky
$4M -$132K -266 -3%
RWI
3812
Red Wave Investments
Pennsylvania
$3.99M -$99.5K -200 -2%
FF
3813
Farrow Financial
Vermont
$3.99M -$7.96K -16 -0.2%
FHC
3814
Forest Hill Capital
Arkansas
$3.98M
SAM
3815
Sherman Asset Management
California
$3.97M -$497 -1 -0%
GWI
3816
Grace & White Inc
New York
$3.97M
VAM
3817
Verity Asset Management
North Carolina
$3.96M -$3.71M -7,460 -48%
PAM
3818
Pacific Asset Management
Washington
$3.95M -$74.6K -150 -2%
SMWM
3819
Silvia McColl Wealth Management
California
$3.95M -$13.9K -28 -0.4%
MDA
3820
Minot DeBlois Advisors
Massachusetts
$3.94M -$186K -373 -4%
LB
3821
Legacy Bridge
Iowa
$3.94M -$4.97K -10 -0.1%
LSA
3822
Lion Street Advisors
Texas
$3.93M -$6.96K -14 -0.2%
BWM
3823
BigSur Wealth Management
Florida
$3.93M -$35.3K -71 -0.9%
DWM
3824
DecisionMap Wealth Management
Virginia
$3.93M +$67.6K +136 +2%
NAMNJ
3825
NorthStar Asset Management (New Jersey)
New Jersey
$3.92M +$204K +410 +5%