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Microsoft

5,692 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, 2,569 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,692
Holders Change
+11
Holders Change %
+0.19%
% of All Funds
76.31%
Holding in Top 10
3,091
Holding in Top 10 Change
+297
Holding in Top 10 Change %
+10.63%
% of All Funds
41.44%
New
229
Increased
2,515
Reduced
2,569
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 %
EFMH
5051
E Fund Management (HK)
Hong Kong
$978K +$162K +325 +20%
SSA
5052
Sierra Summit Advisors
Nevada
$977K -$431K -867 -31%
ADIM
5053
Alpha DNA Investment Management
Maryland
$973K +$56.7K +114 +6%
QL
5054
Quarry LP
New York
$972K +$122K +246 +14%
FFWM
5055
Future Financial Wealth Management
Ohio
$968K -$23.9K -48 -2%
CI
5056
Ceera Investments
Texas
$967K
PWM
5057
Puff Wealth Management
New Jersey
$966K -$41.8K -84 -4%
VWM
5058
Vermillion Wealth Management
Minnesota
$964K +$40.8K +82 +4%
BI
5059
Beckerman Institutional
New Jersey
$963K +$20.9K +42 +2%
EWM
5060
Evolution Wealth Management
Florida
$960K +$960K +1,930 New
CPA
5061
Compass Planning Associates
Massachusetts
$958K +$1.49K +3 +0.2%
CA
5062
Cresta Advisors
Texas
$956K -$796K -1,600 -45%
HAP
5063
Harbor Asset Planning
Massachusetts
$954K +$954K +1,919 New
ATI
5064
ARK & TLK Investments
Oklahoma
$952K -$258K -518 -21%
RWM
5065
Ruedi Wealth Management
Illinois
$952K
AIFS
5066
A&I Financial Services
Colorado
$951K +$8.46K +17 +0.9%
PP
5067
PFS Partners
New Jersey
$951K +$113K +227 +13%
FEG
5068
Fund Evaluation Group
Ohio
$951K +$951K +1,911 New
WWA
5069
Wingate Wealth Advisors
Massachusetts
$949K +$63.2K +127 +7%
KBG
5070
Kahn Brothers Group
New York
$948K +$32.8K +66 +4%
KSWA
5071
Kathleen S. Wright Associates
Pennsylvania
$947K
SMF
5072
Sterling Manor Financial
New York
$945K +$6.47K +13 +0.7%
TSS
5073
Thomas Story & Son
Indiana
$943K
FFG
5074
Foundry Financial Group
New Hampshire
$942K +$46.8K +94 +5%
MCM
5075
MontVue Capital Management
Virginia
$940K