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 %
QL
5051
Quarry LP
New York
$972K +$122K +246 +14%
FFWM
5052
Future Financial Wealth Management
Ohio
$968K -$23.9K -48 -2%
CI
5053
Ceera Investments
Texas
$967K
PWM
5054
Puff Wealth Management
New Jersey
$966K -$41.8K -84 -4%
VWM
5055
Vermillion Wealth Management
Minnesota
$964K +$40.8K +82 +4%
BI
5056
Beckerman Institutional
New Jersey
$963K +$20.9K +42 +2%
EWM
5057
Evolution Wealth Management
Florida
$960K +$960K +1,930 New
CPA
5058
Compass Planning Associates
Massachusetts
$958K +$1.49K +3 +0.2%
CA
5059
Cresta Advisors
Texas
$956K -$796K -1,600 -45%
HAP
5060
Harbor Asset Planning
Massachusetts
$954K +$954K +1,919 New
ATI
5061
ARK & TLK Investments
Oklahoma
$952K -$258K -518 -21%
RWM
5062
Ruedi Wealth Management
Illinois
$952K
AIFS
5063
A&I Financial Services
Colorado
$951K +$8.46K +17 +0.9%
PP
5064
PFS Partners
New Jersey
$951K +$113K +227 +13%
FEG
5065
Fund Evaluation Group
Ohio
$951K +$951K +1,911 New
WWA
5066
Wingate Wealth Advisors
Massachusetts
$949K +$63.2K +127 +7%
KBG
5067
Kahn Brothers Group
New York
$948K +$32.8K +66 +4%
KSWA
5068
Kathleen S. Wright Associates
Pennsylvania
$947K
SMF
5069
Sterling Manor Financial
New York
$945K +$6.47K +13 +0.7%
TSS
5070
Thomas Story & Son
Indiana
$943K
FFG
5071
Foundry Financial Group
New Hampshire
$942K +$46.8K +94 +5%
MCM
5072
MontVue Capital Management
Virginia
$940K
DFA
5073
DHK Financial Advisors
New Hampshire
$937K -$11.4K -23 -1%
LIM
5074
Letson Investment Management
Georgia
$937K
T
5075
Transce3nd
Texas
$935K -$74.7K -150 -7%