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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 %
PEA
3826
Park Edge Advisors
Ohio
$3.92M +$212K +426 +6%
PWM
3827
Power Wealth Management
Georgia
$3.92M +$88K +177 +2%
PW
3828
Paladin Wealth
Minnesota
$3.92M -$7.46K -15 -0.2%
SC
3829
Soundwatch Capital
Connecticut
$3.92M +$3.09M +9,578 +376%
RIP
3830
Reliant Investment Partners
North Carolina
$3.91M -$33.8K -68 -0.9%
CFA
3831
Camarda Financial Advisors
Florida
$3.91M -$158K -317 -4%
4WM
3832
49 Wealth Management
Texas
$3.91M -$314K -632 -7%
PCS
3833
Private Client Services
Kentucky
$3.9M +$1.45M +2,906 +59%
TA
3834
Townsend & Associates
Colorado
$3.9M
FA
3835
Fermata Advisors
California
$3.9M -$1.87M -3,755 -32%
KFS
3836
Kaizen Financial Strategies
California
$3.9M +$80.6K +162 +2%
VAF
3837
Values Added Financial
District of Columbia
$3.89M +$681K +1,369 +21%
ONSWM
3838
Old North State Wealth Management
North Carolina
$3.89M -$18K -36 -0.5%
GC
3839
Grange Capital
Oregon
$3.89M +$1.49K +3 +0%
DCM
3840
Davidson Capital Management
Texas
$3.89M +$234K +470 +6%
HCP
3841
Holt Capital Partners
Texas
$3.89M
MWP
3842
Meridian Wealth Partners
Pennsylvania
$3.89M +$384K +772 +11%
LGA
3843
Lebenthal Global Advisors
New York
$3.89M +$940K +1,890 +32%
ECA
3844
Elevate Capital Advisors
Colorado
$3.88M -$2.23M -4,485 -36%
HBS
3845
Howard Bailey Securities
Indiana
$3.88M -$13.4K -27 -0.3%
SAM
3846
Seelaus Asset Management
New Jersey
$3.88M
ACM
3847
Aspen Capital Management
Idaho
$3.87M +$29.8K +60 +0.8%
PFP
3848
Paragon Financial Partners
California
$3.86M +$1.49K +3 +0%
WFS
3849
Walker Financial Services
Kentucky
$3.86M +$41.8K +84 +1%
TCMP
3850
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.85M +$1.24M +2,492 +47%