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 %
VP
5026
Verisail Partners
Georgia
$1.01M +$82.1K +165 +9%
HPCM
5027
Hunter Perkins Capital Management
Illinois
$1.01M
DFG
5028
Dupree Financial Group
Kentucky
$1.01M +$205K +413 +25%
CWM
5029
Copia Wealth Management
Oregon
$1.01M -$12.9K -26 -1%
KFG
5030
Kingdom Financial Group
Arizona
$1.01M +$380K +764 +61%
MF
5031
Magnetar Financial
Illinois
$1M -$542K -1,089 -35%
BCI
5032
Blue Capital Inc
Nebraska
$1M +$1M +2,019 New
GFWA
5033
Grey Fox Wealth Advisors
Delaware
$1M -$2.49K -5 -0.2%
MWA
5034
Martel Wealth Advisors
Washington
$996K -$22.9K -46 -2%
IPA
5035
Investment Planning Advisors
Georgia
$995K +$597K +1,199 +150%
BAM
5036
BOCHK Asset Management
Hong Kong
$995K +$497K +1,000 +100%
KGP
5037
Keystone Global Partners
Colorado
$992K
AI
5038
Axecap Investments
Ohio
$991K -$182K -366 -16%
HFW
5039
Horizon Family Wealth
Illinois
$990K +$2.99K +6 +0.3%
COFSG
5040
Carbahal Olsen Financial Services Group
California
$990K -$10.4K -21 -1%
KRW
5041
Kaufman Rossin Wealth
Florida
$988K -$355K -713 -26%
BHWA
5042
Beacon Harbor Wealth Advisors
Virginia
$987K +$1.49K +3 +0.2%
AWP
5043
Axis Wealth Partners
Rhode Island
$985K -$2.49K -5 -0.3%
GRA
5044
Golden Road Advisors
Florida
$982K -$398K -801 -29%
CFG
5045
Certior Financial Group
Pennsylvania
$981K +$11.4K +23 +1%
SIA
5046
Summit Investment Advisors
Maryland
$980K
DI
5047
DDFG Inc
California
$978K -$242K -486 -20%
EFMH
5048
E Fund Management (HK)
Hong Kong
$978K +$162K +325 +20%
SSA
5049
Sierra Summit Advisors
Nevada
$977K -$431K -867 -31%
ADIM
5050
Alpha DNA Investment Management
Maryland
$973K +$56.7K +114 +6%