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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 %
MC
4951
McMorgan & Co
California
$1.15M +$184K +370 +19%
MWM
4952
McMill Wealth Management
Nebraska
$1.15M +$20.4K +41 +2%
JF
4953
Joule Financial
Kentucky
$1.15M -$16.4K -33 -1%
GC
4954
Giverny Capital
Quebec, Canada
$1.15M +$157K +316 +16%
HVCM
4955
Hel Ved Capital Management
Hong Kong
$1.14M +$1.14M +2,300 New
MPCG
4956
Matrix Private Capital Group
New York
$1.14M -$430K -865 -27%
RTC
4957
Real Talk Capital
Tennessee
$1.14M +$497 +1 +0%
ACH
4958
ArrowMark Colorado Holdings
Colorado
$1.14M
BWP
4959
BlueStem Wealth Partners
Minnesota
$1.14M +$255K +513 +29%
TWG
4960
The Wealth Group
Minnesota
$1.14M -$8.95K -18 -0.8%
WFA
4961
Websterrogers Financial Advisors
South Carolina
$1.13M
CCP
4962
Carmel Capital Partners
California
$1.13M +$245K +492 +28%
WAG
4963
Wheelhouse Advisory Group
Missouri
$1.13M +$176K +354 +18%
PFA
4964
Presper Financial Architects
Ohio
$1.13M +$1.13M +2,262 New
KCM
4965
Kendall Capital Management
Maryland
$1.12M +$14.4K +29 +1%
DWMS
4966
Dominguez Wealth Management Solutions
Virginia
$1.12M +$96.5K +194 +9%
RRWA
4967
Rainey & Randall Wealth Advisors
Florida
$1.12M
AL
4968
Arnhold LLC
New York
$1.12M
FS
4969
Financial Symmetry
North Carolina
$1.12M -$3.98K -8 -0.4%
ICM
4970
Innovator Capital Management
Illinois
$1.11M -$3.48K -7 -0.3%
CIAS
4971
CBIZ Investment Advisory Services
Ohio
$1.11M +$108K +217 +11%
CW
4972
Curio Wealth
Maryland
$1.11M +$1.11M +2,223 +27,788%
BI
4973
Binnacle Investments
Iowa
$1.11M +$53.7K +108 +5%
HWM
4974
HRC Wealth Management
Idaho
$1.11M +$94.5K +190 +9%
VFS
4975
Valpey Financial Services
New Hampshire
$1.11M +$1.11M +2,222 New