MSFT icon

Microsoft

5,689 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, 2,513 increasing their positions, 2,568 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,689
Holders Change
+10
Holders Change %
+0.18%
% of All Funds
76.3%
Holding in Top 10
3,091
Holding in Top 10 Change
+297
Holding in Top 10 Change %
+10.63%
% of All Funds
41.46%
New
229
Increased
2,513
Reduced
2,568
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 %
RC
4876
Rexford Capital
Texas
$1.27M +$1.27M +2,556 New
PJWM
4877
Philip James Wealth Mangement
Georgia
$1.27M +$44.3K +89 +4%
SWA
4878
Serenus Wealth Advisors
California
$1.27M +$53.7K +108 +4%
IWB
4879
Innovative Wealth Building
Maryland
$1.27M +$46.3K +93 +4%
RB
4880
Richmond Brothers
Michigan
$1.26M -$272K -546 -18%
CCM
4881
Carmel Capital Management
California
$1.26M
DWM
4882
Dopkins Wealth Management
New York
$1.26M
RA
4883
Resolute Advisors
California
$1.26M +$219K +441 +21%
VMMCI
4884
V. M. MANNING & CO., INC.
South Carolina
$1.26M +$1.26M +2,477 New
IC
4885
Inkwell Capital
Florida
$1.26M
TWM
4886
TSA Wealth Management
Texas
$1.26M +$189K +379 +18%
CWA
4887
Core Wealth Advisors
Florida
$1.25M +$203K +408 +19%
SCA
4888
Stuart Chaussee & Associates
California
$1.25M
BOC
4889
Blue Oak Capital
California
$1.25M -$9.95K -20 -0.8%
FFP
4890
Freedom Financial Partners
Minnesota
$1.25M -$5.47K -11 -0.4%
GCM
4891
Gallacher Capital Management
Colorado
$1.24M -$241K -484 -16%
OCFG
4892
O'Connor Financial Group
Illinois
$1.24M +$106K +213 +9%
MBFW
4893
Morton Brown Family Wealth
Pennsylvania
$1.24M
MFF
4894
Michels Family Financial
Texas
$1.24M -$25.9K -52 -2%
BC
4895
BIT Capital
Germany
$1.24M -$84.1K -169 -6%
KNFPWM
4896
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.24M +$109K +219 +10%
TFA
4897
TPG Financial Advisors
Oregon
$1.23M +$15.9K +32 +1%
FLFS
4898
Family Legacy Financial Solutions
North Carolina
$1.23M +$1.23M +2,481 New
BF
4899
Brooklyn FI
New York
$1.23M +$660K +1,327 +115%
W
4900
WorthPointe
California
$1.23M -$334K -672 -21%