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Microsoft

5,692 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 2,515 increasing their positions, 2,569 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,692
Holders Change
+11
Holders Change %
+0.19%
% of All Funds
76.31%
Holding in Top 10
3,091
Holding in Top 10 Change
+297
Holding in Top 10 Change %
+10.63%
% of All Funds
41.44%
New
229
Increased
2,515
Reduced
2,569
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 %
CA
4501
Crane Advisory
California
$2.04M -$7.05K -14 -0.3%
PFC
4502
Phocas Financial Corp
California
$2.03M
DQRIM
4503
Dale Q Rice Investment Management
Washington
$2.03M -$1.69M -3,343 -45%
DPW
4504
DiNuzzo Private Wealth
Pennsylvania
$2.03M -$344K -691 -14%
SEM
4505
Strategic Equity Management
Arizona
$2.02M -$79.6K -160 -4%
RFN
4506
Redwood Financial Network
Ohio
$2.02M +$82.6K +166 +4%
GU
4507
Georgetown University
District of Columbia
$2.02M +$3.48K +7 +0.2%
PIA
4508
Powell Investment Advisors
Florida
$2.02M +$110K +221 +6%
PS
4509
Portfolio Strategies
New York
$2.02M -$10.4K -21 -0.5%
IDA
4510
Intelligence Driven Advisers
California
$2.01M +$90K +181 +5%
CMBA
4511
C.M. Bidwell & Associates
Hawaii
$2.01M -$57.2K -115 -3%
NVIM
4512
New Vernon Investment Management
Illinois
$2.01M
OAJ
4513
Ogorek Anthony Joseph
New York
$2.01M +$25.4K +51 +1%
ACM
4514
Absolute Capital Management
Pennsylvania
$2M -$584K -1,174 -23%
PWM
4515
PMG Wealth Management
Illinois
$2M -$52.2K -105 -3%
R
4516
Rebalance
California
$1.99M -$1.49K -3 -0.1%
WBWA
4517
William B. Walkup & Associates
South Carolina
$1.99M
IWA
4518
IVC Wealth Advisors
Pennsylvania
$1.99M +$66.6K +134 +3%
FWSM
4519
First Wilshire Securities Management
California
$1.99M
SC
4520
Shay Capital
New York
$1.99M +$1.99M +4,000 New
BWM
4521
Brown Wealth Management
Illinois
$1.98M +$487K +978 +32%
TW
4522
Towerpoint Wealth
California
$1.98M -$35.3K -71 -2%
FSWA
4523
Financial Synergies Wealth Advisors
Texas
$1.98M +$266K +535 +16%
VPF
4524
Vantage Point Financial
Illinois
$1.98M +$272K +547 +16%
SPI
4525
Santori & Peters Inc
Pennsylvania
$1.97M +$497 +1 +0%