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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, 2,515 increasing their positions, 2,571 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
2,515
Reduced
2,571
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 %
WFA
4076
WestHill Financial Advisors
California
$3.13M +$5.47K +11 +0.2%
PCM
4077
Portolan Capital Management
Massachusetts
$3.13M +$249K +500 +9%
AWS
4078
Aspen Wealth Strategies
Colorado
$3.13M -$309K -621 -9%
NCM
4079
Neumann Capital Management
California
$3.13M -$28.9K -58 -0.9%
KIG
4080
Kennedy Investment Group
New Jersey
$3.13M -$27.9K -56 -0.9%
PFA
4081
Pathway Financial Advisors
Vermont
$3.12M -$6.47K -13 -0.2%
GCM
4082
Gunderson Capital Management
South Carolina
$3.12M +$2.82M +5,660 +911%
GFG
4083
Greenbush Financial Group
New York
$3.12M +$134K +270 +5%
FHB
4084
First Hawaiian Bank
Hawaii
$3.11M +$244K +490 +9%
LFGO
4085
Legacy Financial Group (Oklahoma)
Oklahoma
$3.11M -$252K -507 -8%
TWM
4086
Trevian Wealth Management
Massachusetts
$3.11M +$67.7K +136 +2%
GSC
4087
G&S Capital
Colorado
$3.11M -$17.4K -35 -0.6%
Betterment LLC
4088
Betterment LLC
New York
$3.1M +$105K +211 +4%
RS
4089
Rakuten Securities
Japan
$3.1M -$2.03M -4,074 -40%
DFP
4090
Defined Financial Planning
California
$3.1M +$98.1K +194 +3%
HFAS
4091
Hummer Financial Advisory Services
Illinois
$3.1M +$4.97K +10 +0.2%
LFS
4092
Leibman Financial Services
Nebraska
$3.09M -$564K -1,133 -15%
TCM
4093
Traub Capital Management
Massachusetts
$3.09M +$3.09M +6,213 New
E3F
4094
Eight 31 Financial
Texas
$3.09M -$218K -439 -7%
EHWM
4095
Eads & Heald Wealth Management
Georgia
$3.09M -$126K -253 -4%
DP
4096
Denver PWM
Colorado
$3.08M +$756K +1,519 +32%
AF
4097
Abound Financial
California
$3.08M +$497 +1 +0%
SPAS
4098
Spectrum Planning & Advisory Services
California
$3.08M +$725K +1,457 +31%
CWMGO
4099
Capstone Wealth Management Group (Oregon)
Oregon
$3.08M -$8.95K -18 -0.3%
BL
4100
Balentine LLC
Georgia
$3.08M -$96K -193 -3%