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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, 2,515 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 %
OC
4801
Optima Capital
Oregon
$1.41M +$119K +240 +9%
PWM
4802
Penobscot Wealth Management
Maine
$1.41M -$15.4K -31 -1%
ACM
4803
Arlington Capital Management
Illinois
$1.41M -$48.2K -97 -3%
HIA
4804
Harvest Investment Advisors
Florida
$1.4M +$1.4M +2,821 New
TF
4805
Tenon Financial
New Jersey
$1.4M
DIA
4806
Dean Investment Associates
Ohio
$1.4M -$8.95K -18 -0.6%
WC
4807
Weil Company
California
$1.4M +$266K +534 +23%
LWA
4808
Lifelong Wealth Advisors
Minnesota
$1.4M +$125K +252 +10%
GWSA
4809
Global Wealth Strategies & Associates
Colorado
$1.4M -$201K -404 -13%
FWM
4810
FFT Wealth Management
Pennsylvania
$1.4M +$80.2K +154 +6%
GCM
4811
G2 Capital Management
Ohio
$1.4M -$1.99K -4 -0.1%
EAM
4812
Everstar Asset Management
North Carolina
$1.39M +$23.4K +47 +2%
SL
4813
SWMG LLC
Texas
$1.39M -$92.3K -180 -6%
DF
4814
Define Financial
California
$1.39M +$7.96K +16 +0.6%
TWM
4815
Tumwater Wealth Management
Idaho
$1.39M -$17.9K -36 -1%
T
4816
Tidemark
California
$1.39M +$51.7K +104 +4%
PIA
4817
Pollock Investment Advisors
Michigan
$1.38M -$98K -197 -7%
KWA
4818
Kondo Wealth Advisors
California
$1.38M -$51.7K -105 -4%
SRCM
4819
Signature Resources Capital Management
California
$1.38M +$48.7K +98 +4%
WA
4820
Waterford Advisors
New York
$1.38M -$1.65M -1,510 -54%
MLRA
4821
Main Line Retirement Advisors
Montana
$1.38M +$22.9K +46 +2%
NF
4822
NavPoint Financial
Minnesota
$1.38M
BI
4823
Ballast Inc
Kentucky
$1.38M -$6.77M -13,602 -83%
JPLA
4824
Joseph P. Lucia & Associates
New York
$1.38M +$227K +456 +20%
SF
4825
Seros Financial
Arizona
$1.37M -$2.98K -6 -0.2%