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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 %
DC
5001
Darrow Company
Massachusetts
$1.05M -$1.99K -4 -0.2%
TDC
5002
Thompson Davis & Co
Virginia
$1.04M -$11.4K -23 -1%
MPW
5003
MA Private Wealth
California
$1.04M -$48.2K -97 -4%
SG
5004
Sharper & Granite
California
$1.04M +$118K +240 +13%
DI
5005
Disciplined Investments
Oklahoma
$1.04M -$4.48K -9 -0.4%
BP
5006
BWM Planning
Texas
$1.04M +$53.2K +107 +5%
MIAS
5007
Mason Investment Advisory Services
Virginia
$1.04M +$498 +1 +0%
PFA
5008
Plotkin Financial Advisors
Maryland
$1.04M +$60.2K +121 +6%
FL
5009
FreeGulliver LLC
Louisiana
$1.04M -$216K -434 -17%
OWM
5010
Orca Wealth Management
Florida
$1.04M
SFMG
5011
Sage Financial Management Group
Virginia
$1.03M
BWM
5012
Brickley Wealth Management
California
$1.03M +$12.4K +25 +1%
LAM
5013
Lifestyle Asset Management
Texas
$1.03M -$8.95K -18 -0.9%
CA
5014
Corrado Advisors
New Jersey
$1.03M +$174K +350 +20%
ACM
5015
Ardent Capital Management
Ohio
$1.03M
ORAM
5016
One River Asset Management
Connecticut
$1.03M -$7.81M -15,753 -88%
CFS
5017
Compass Financial Services
Iowa
$1.03M +$58.2K +117 +6%
FI
5018
FWG Investments
Kentucky
$1.03M +$1.03M +2,062 New
OWA
5019
Oak Wealth Advisors
Illinois
$1.02M -$5.47K -11 -0.5%
PCM
5020
Passive Capital Management
Maryland
$1.02M -$73.8K -150 -7%
B
5021
BetterWealth
California
$1.02M -$12.9K -26 -1%
FF
5022
Farnam Financial
Arizona
$1.02M +$183K +368 +22%
EC
5023
Eaton-Cambridge
Arizona
$1.02M +$61.2K +123 +6%
HCRE
5024
Hoya Capital Real Estate
Connecticut
$1.02M
MIM
5025
Martin Investment Management
Florida
$1.01M +$49.7K +100 +5%