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, 2,514 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 %
ACA
4251
Ascension Capital Advisors
Texas
$2.61M -$13.9K -28 -0.5%
SM
4252
Samjo Management
New York
$2.61M
IA
4253
IMZ Advisory
Florida
$2.61M +$6.12K +12 +0.2%
EWM
4254
Endowment Wealth Management
Wisconsin
$2.6M +$269K +541 +12%
JWM
4255
Jacksonville Wealth Management
Florida
$2.6M +$109K +219 +4%
KWM
4256
Kaydan Wealth Management
Michigan
$2.6M
RW
4257
RVW Wealth
California
$2.6M -$598K -1,202 -19%
WPW
4258
Watershed Private Wealth
Illinois
$2.59M -$824K -1,657 -24%
Cohen & Steers
4259
Cohen & Steers
New York
$2.59M +$204K +410 +9%
BWS
4260
Broadway Wealth Solutions
Texas
$2.59M +$5.47K +11 +0.2%
DFS
4261
Dixon Fnancial Services
California
$2.59M -$124K -250 -5%
NCG
4262
Newport Capital Group
New Jersey
$2.58M -$86.1K -173 -3%
AIC
4263
Argus Investors Counsel
New York
$2.57M -$481K -968 -16%
DA
4264
Doliver Advisors
Texas
$2.56M -$158K -317 -6%
IWA
4265
Inspirion Wealth Advisors
Illinois
$2.56M -$361K -725 -12%
KDA
4266
Kraft Davis & Associates
Missouri
$2.55M -$4.1K -8 -0.2%
BCG
4267
BayBridge Capital Group
California
$2.55M +$69.1K +139 +3%
WCBA
4268
Weaver C. Barksdale & Associates
Tennessee
$2.55M -$21.9K -44 -0.9%
SC
4269
Seldon Capital
California
$2.55M
AP
4270
Atwood & Palmer
Missouri
$2.55M +$80.1K +161 +3%
HFP
4271
Holistic Financial Partners
Indiana
$2.55M -$123K -247 -5%
GFG
4272
GR Financial Group
Arizona
$2.54M +$168K +338 +7%
FWM
4273
Fingerlakes Wealth Management
New York
$2.54M -$7.96K -16 -0.3%
FIBT
4274
First International Bank & Trust
North Dakota
$2.54M -$125K -252 -5%
SWM
4275
Sterling Wealth Management
Illinois
$2.54M +$2.54M +5,098 New