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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 %
EMFAT
4501
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.04M -$105K -212 -5%
RCM
4502
RMR Capital Management
California
$2.04M
FWA
4503
Flagship Wealth Advisors
Massachusetts
$2.04M +$35.8K +72 +2%
CA
4504
Crane Advisory
California
$2.04M -$7.05K -14 -0.3%
PFC
4505
Phocas Financial Corp
California
$2.03M
DQRIM
4506
Dale Q Rice Investment Management
Washington
$2.03M -$1.69M -3,343 -45%
DPW
4507
DiNuzzo Private Wealth
Pennsylvania
$2.03M -$344K -691 -14%
SEM
4508
Strategic Equity Management
Arizona
$2.02M -$79.6K -160 -4%
RFN
4509
Redwood Financial Network
Ohio
$2.02M +$82.6K +166 +4%
GU
4510
Georgetown University
District of Columbia
$2.02M +$3.48K +7 +0.2%
PIA
4511
Powell Investment Advisors
Florida
$2.02M +$110K +221 +6%
PS
4512
Portfolio Strategies
New York
$2.02M -$10.4K -21 -0.5%
IDA
4513
Intelligence Driven Advisers
California
$2.01M +$90K +181 +5%
CMBA
4514
C.M. Bidwell & Associates
Hawaii
$2.01M -$57.2K -115 -3%
NVIM
4515
New Vernon Investment Management
Illinois
$2.01M
OAJ
4516
Ogorek Anthony Joseph
New York
$2.01M +$25.4K +51 +1%
ACM
4517
Absolute Capital Management
Pennsylvania
$2M -$584K -1,174 -23%
PWM
4518
PMG Wealth Management
Illinois
$2M -$52.2K -105 -3%
R
4519
Rebalance
California
$1.99M -$1.49K -3 -0.1%
WBWA
4520
William B. Walkup & Associates
South Carolina
$1.99M
IWA
4521
IVC Wealth Advisors
Pennsylvania
$1.99M +$66.6K +134 +3%
FWSM
4522
First Wilshire Securities Management
California
$1.99M
SC
4523
Shay Capital
New York
$1.99M +$1.99M +4,000 New
BWM
4524
Brown Wealth Management
Illinois
$1.98M +$487K +978 +32%
TW
4525
Towerpoint Wealth
California
$1.98M -$35.3K -71 -2%