MSFT icon

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 %
SFB
4101
STAR Financial Bank
Indiana
$3.07M -$182K -365 -6%
EE
4102
EWG Elevate
California
$3.07M +$309K +621 +11%
PWM
4103
Paulson Wealth Management
Illinois
$3.06M +$147K +296 +5%
CIG
4104
Cascade Investment Group
Colorado
$3.06M +$412K +828 +16%
NIA
4105
NIA Impact Advisors
California
$3.05M -$40.3K -81 -1%
TFCP
4106
Twin Focus Capital Partners
Massachusetts
$3.05M -$74.6K -150 -2%
CCM
4107
Check Capital Management
California
$3.05M +$47.3K +95 +2%
AIA
4108
Armor Investment Advisors
North Carolina
$3.04M +$441K +886 +17%
XSC
4109
X-Square Capital
Puerto Rico
$3.04M -$4.48K -9 -0.1%
RFS
4110
Richardson Financial Services
Massachusetts
$3.03M +$153K +310 +5%
MIM
4111
Macroview Investment Management
Maryland
$3.03M +$73.6K +148 +2%
FMP
4112
Financial Management Professionals
Texas
$3.03M +$267K +537 +10%
IPW
4113
Impact Partnership Wealth
Georgia
$3.03M +$564K +1,134 +23%
SCM
4114
Sandler Capital Management
New York
$3.02M +$3.02M +6,081 New
ICM
4115
Intrepid Capital Management
Florida
$3.02M +$420K +845 +16%
KPWG
4116
KFA Private Wealth Group
Virginia
$3.02M +$386K +776 +15%
SWMG
4117
Sanchez Wealth Management Group
Florida
$3.02M -$1.53M -3,075 -34%
CIC
4118
Chase Investment Counsel
Virginia
$3.01M -$417K -839 -12%
MPIAL
4119
Milestones Private Investment Advisors LLC
New York
$3.01M +$3.01M +6,044 New
AWP
4120
Atlas Wealth Partners
Pennsylvania
$3M -$182K -366 -6%
TF
4121
TLWM Financial
Texas
$3M +$7.96K +16 +0.3%
JEST
4122
JTC Employer Solutions Trustee
Jersey
$3M -$31.5M -63,435 -91%
GIM
4123
Guild Investment Management
California
$3M
AWM
4124
Abound Wealth Management
Tennessee
$3M +$194K +391 +7%
RIS
4125
Retirement Income Solutions
Michigan
$2.99M +$67.2K +135 +2%