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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 %
FF
5026
Farnam Financial
Arizona
$1.02M +$183K +368 +22%
EC
5027
Eaton-Cambridge
Arizona
$1.02M +$61.2K +123 +6%
HCRE
5028
Hoya Capital Real Estate
Connecticut
$1.02M
MIM
5029
Martin Investment Management
Florida
$1.01M +$49.7K +100 +5%
VP
5030
Verisail Partners
Georgia
$1.01M +$82.1K +165 +9%
HPCM
5031
Hunter Perkins Capital Management
Illinois
$1.01M
DFG
5032
Dupree Financial Group
Kentucky
$1.01M +$205K +413 +25%
CWM
5033
Copia Wealth Management
Oregon
$1.01M -$12.9K -26 -1%
KFG
5034
Kingdom Financial Group
Arizona
$1.01M +$380K +764 +61%
MF
5035
Magnetar Financial
Illinois
$1M -$542K -1,089 -35%
BCI
5036
Blue Capital Inc
Nebraska
$1M +$1M +2,019 New
GFWA
5037
Grey Fox Wealth Advisors
Delaware
$1M -$2.49K -5 -0.2%
MWA
5038
Martel Wealth Advisors
Washington
$996K -$22.9K -46 -2%
IPA
5039
Investment Planning Advisors
Georgia
$995K +$597K +1,199 +150%
BAM
5040
BOCHK Asset Management
Hong Kong
$995K +$497K +1,000 +100%
KGP
5041
Keystone Global Partners
Colorado
$992K
AI
5042
Axecap Investments
Ohio
$991K -$182K -366 -16%
HFW
5043
Horizon Family Wealth
Illinois
$990K +$2.99K +6 +0.3%
COFSG
5044
Carbahal Olsen Financial Services Group
California
$990K -$10.4K -21 -1%
KRW
5045
Kaufman Rossin Wealth
Florida
$988K -$355K -713 -26%
BHWA
5046
Beacon Harbor Wealth Advisors
Virginia
$987K +$1.49K +3 +0.2%
AWP
5047
Axis Wealth Partners
Rhode Island
$985K -$2.49K -5 -0.3%
GRA
5048
Golden Road Advisors
Florida
$982K -$398K -801 -29%
CFG
5049
Certior Financial Group
Pennsylvania
$981K +$11.4K +23 +1%
SIA
5050
Summit Investment Advisors
Maryland
$980K