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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 %
DHC
4376
Drum Hill Capital
Connecticut
$2.29M
CW
4377
Code Waechter
Florida
$2.29M +$49.2K +99 +2%
AM
4378
Account Management
Massachusetts
$2.29M
CWA
4379
Clearview Wealth Advisors
Oregon
$2.28M -$1.49K -3 -0.1%
SPL
4380
Smart Portfolios LLC
Washington
$2.28M -$7.46K -15 -0.3%
LI
4381
LVZ Inc
Michigan
$2.28M +$65.7K +132 +3%
WIA
4382
Wetzel Investment Advisors
Indiana
$2.28M -$39.8K -80 -2%
HSG
4383
Helen Stephens Group
Texas
$2.27M +$2.49K +5 +0.1%
LRIC
4384
Long Road Investment Counsel
Michigan
$2.27M -$24.9K -50 -1%
HA
4385
Hanover Advisors
South Carolina
$2.27M -$3.48K -7 -0.2%
NEAM
4386
New England Asset Management
Connecticut
$2.27M +$14.9K +30 +0.7%
HAFG
4387
Hansen & Associates Financial Group
California
$2.26M +$2.26M +4,562 New
BIA
4388
Bell Investment Advisors
California
$2.26M +$161K +324 +8%
SCA
4389
Southern Capital Advisors
Tennessee
$2.26M -$2.27M -4,562 -50%
UIM
4390
Unified Investment Management
Georgia
$2.26M +$2.49K +5 +0.1%
PFG
4391
Prospect Financial Group
Virginia
$2.25M -$49.2K -99 -2%
EA
4392
Eclectic Associates
California
$2.25M -$38.3K -77 -2%
VPP
4393
Vertex Planning Partners
Illinois
$2.25M +$31.8K +64 +1%
PC
4394
Prairiewood Capital
North Dakota
$2.25M +$100K +202 +5%
CCP
4395
Cassia Capital Partners
North Carolina
$2.25M +$78.1K +157 +4%
CMA
4396
Cedar Mountain Advisors
Oregon
$2.25M -$20.4K -41 -0.9%
PPWM
4397
PFG Private Wealth Management
Florida
$2.25M +$21.9K +44 +1%
PCWA
4398
Pacific Capital Wealth Advisors
California
$2.25M -$886K -1,781 -28%
FF
4399
Francis Financial
$2.25M -$306K -615 -12%
CPW
4400
Catalyst Private Wealth
California
$2.24M +$50.2K +101 +2%