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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 %
SPI
3926
Sutton Place Investors
New York
$3.55M +$237K +477 +7%
DCM
3927
Driehaus Capital Management
Illinois
$3.54M +$379K +761 +12%
KWA
3928
Kellett Wealth Advisors
Ohio
$3.54M +$1.99K +4 +0.1%
OFA
3929
Onyx Financial Advisors
Idaho
$3.54M +$9.95K +20 +0.3%
FA
3930
FF Advisors
California
$3.53M +$236K +475 +7%
MF
3931
Meridian Financial
Massachusetts
$3.52M -$31.8K -64 -0.9%
HFO
3932
Heritage Family Offices
Arizona
$3.51M
GCM
3933
Geneva Capital Management
Wisconsin
$3.5M -$116K -234 -3%
LFS
3934
Littlejohn Financial Services
Oregon
$3.5M -$139K -279 -4%
EGWAG
3935
Elwood & Goetz Wealth Advisory Group
Georgia
$3.49M +$265K +532 +8%
FFA
3936
Fortune Financial Advisors
Kansas
$3.49M +$65.2K +131 +2%
NCMW
3937
Northern Capital Management (Washington)
Washington
$3.49M +$5.47K +11 +0.2%
FFO
3938
Fortitude Family Office
Arizona
$3.49M +$402K +808 +13%
IFA
3939
Index Fund Advisors
California
$3.48M +$1.6M +3,226 +86%
KWM
3940
KFG Wealth Management
Indiana
$3.48M +$870K +1,748 +33%
GIO
3941
Galilei Investment Office
United Kingdom
$3.47M
WLPWM
3942
Walled Lake Planning & Wealth Management
Illinois
$3.47M -$12.9K -26 -0.4%
CWA
3943
Cascade Wealth Advisors
Washington
$3.47M +$1.42M +2,720 +69%
OCA
3944
Otter Creek Advisors
Florida
$3.46M -$390K -784 -10%
TIM
3945
Tortoise Investment Management
New York
$3.46M +$195K +392 +6%
BWM
3946
Birchcreek Wealth Management
Ohio
$3.45M -$119K -239 -3%
TFP
3947
TrueWealth Financial Partners
Washington
$3.45M +$333K +670 +11%
EIA
3948
Eldridge Investment Advisors
New Hampshire
$3.45M +$140K +281 +4%
BF
3949
Brucke Financial
Indiana
$3.45M -$77.6K -156 -2%
WIP
3950
WealthCare Investment Partners
Rhode Island
$3.45M -$35.4K -71 -1%