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Microsoft

5,693 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, 2,515 increasing their positions, 2,570 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,693
Holders Change
+12
Holders Change %
+0.21%
% of All Funds
76.31%
Holding in Top 10
3,092
Holding in Top 10 Change
+298
Holding in Top 10 Change %
+10.67%
% of All Funds
41.45%
New
229
Increased
2,515
Reduced
2,570
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 %
PA
4951
Persium Advisors
Georgia
$1.15M -$15.9K -32 -1%
SG
4952
Stanich Group
New York
$1.15M -$503 -1 -0%
TWA
4953
Trellis Wealth Advisors
California
$1.15M
MC
4954
McMorgan & Co
California
$1.15M +$184K +370 +19%
MWM
4955
McMill Wealth Management
Nebraska
$1.15M +$20.4K +41 +2%
JF
4956
Joule Financial
Kentucky
$1.15M -$16.4K -33 -1%
AIA
4957
Alternative Investment Advisors
Florida
$1.15M -$85.1K -171 -7%
GC
4958
Giverny Capital
Quebec, Canada
$1.15M +$157K +316 +16%
HVCM
4959
Hel Ved Capital Management
Hong Kong
$1.14M +$1.14M +2,300 New
MPCG
4960
Matrix Private Capital Group
New York
$1.14M -$430K -865 -27%
RTC
4961
Real Talk Capital
Tennessee
$1.14M +$497 +1 +0%
ACH
4962
ArrowMark Colorado Holdings
Colorado
$1.14M
BWP
4963
BlueStem Wealth Partners
Minnesota
$1.14M +$255K +513 +29%
TWG
4964
The Wealth Group
Minnesota
$1.14M -$8.95K -18 -0.8%
WFA
4965
Websterrogers Financial Advisors
South Carolina
$1.13M
CCP
4966
Carmel Capital Partners
California
$1.13M +$245K +492 +28%
WAG
4967
Wheelhouse Advisory Group
Missouri
$1.13M +$176K +354 +18%
PFA
4968
Presper Financial Architects
Ohio
$1.13M +$1.13M +2,262 New
KCM
4969
Kendall Capital Management
Maryland
$1.12M +$14.4K +29 +1%
DWMS
4970
Dominguez Wealth Management Solutions
Virginia
$1.12M +$96.5K +194 +9%
RRWA
4971
Rainey & Randall Wealth Advisors
Florida
$1.12M
AL
4972
Arnhold LLC
New York
$1.12M
FS
4973
Financial Symmetry
North Carolina
$1.12M -$3.98K -8 -0.4%
ICM
4974
Innovator Capital Management
Illinois
$1.11M -$3.48K -7 -0.3%
CIAS
4975
CBIZ Investment Advisory Services
Ohio
$1.11M +$108K +217 +11%