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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 %
SFP
4826
SwitchPoint Financial Planning
Utah
$1.37M +$217K +436 +19%
IFA
4827
Independence Financial Advisors
New Hampshire
$1.37M -$26.9K -54 -2%
OS
4828
Objectivity Squared
South Carolina
$1.37M +$6.96K +14 +0.5%
ACM
4829
Andina Capital Management
Utah
$1.37M +$63.2K +127 +5%
RMF
4830
Red Mountain Financial
Colorado
$1.36M +$497 +1 +0%
AWM
4831
Act Wealth Management
Texas
$1.36M -$64.7K -130 -5%
DC
4832
Defender Capital
North Carolina
$1.36M +$24.9K +50 +2%
BF
4833
Bonfire Financial
Colorado
$1.36M +$691K +1,389 +103%
WAM
4834
Winslow Asset Management
Ohio
$1.36M -$87.1K -175 -6%
GCIA
4835
Gabelli & Co Investment Advisers
New York
$1.35M
RWRC
4836
R.W. Roge & Company
New York
$1.35M -$79.6K -160 -6%
EP
4837
EPIQ Partners
Minnesota
$1.35M
LGW
4838
Leslie Global Wealth
Illinois
$1.35M +$191K +384 +16%
CCA
4839
Conestoga Capital Advisors
Pennsylvania
$1.35M -$2.49K -5 -0.2%
SC
4840
Schubert & Co
Texas
$1.35M +$334K +671 +33%
AU
4841
Algebris (UK)
United Kingdom
$1.34M +$857K +1,725 +175%
W
4842
WPWealth
Texas
$1.34M +$30.3K +61 +2%
SM
4843
Sensible Money
Arizona
$1.34M
TPBG
4844
Turning Point Benefit Group
Maryland
$1.34M -$55.2K -111 -4%
CF
4845
Cyr Financial
Illinois
$1.34M +$375K +753 +39%
JE
4846
JMAC Enterprises
Pennsylvania
$1.34M -$995 -2 -0.1%
OAM
4847
Oberweis Asset Management
Illinois
$1.34M
MA
4848
MAS Advisors
Florida
$1.33M
LFA
4849
Level Financial Advisors
New York
$1.33M +$9.95K +20 +0.8%
MWM
4850
Melfa Wealth Management
Massachusetts
$1.33M