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Microsoft

5,686 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 228 funds opening new positions, 2,513 increasing their positions, 2,566 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,686
Holders Change
+7
Holders Change %
+0.12%
% of All Funds
76.28%
Holding in Top 10
3,089
Holding in Top 10 Change
+295
Holding in Top 10 Change %
+10.56%
% of All Funds
41.44%
New
228
Increased
2,513
Reduced
2,566
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 %
DFC
5101
DBK Financial Counsel
Ohio
$910K +$995 +2 +0.1%
SHIM
5102
Stone House Investment Management
Pennsylvania
$909K +$105K +211 +13%
BFG
5103
Baron Financial Group
New Jersey
$908K
BCM
5104
Birmingham Capital Management
Alabama
$907K -$739K -1,486 -45%
HG
5105
Harbor Group
New Hampshire
$907K
TSS
5106
Two Sigma Securities
New York
$905K +$905K +1,819 New
AFO
5107
Allie Family Office
Florida
$904K -$424K -850 -32%
GCM
5108
Galibier Capital Management
Ontario, Canada
$899K
ETS
5109
ESL Trust Services
New York
$898K -$32.8K -66 -4%
PCM
5110
Piedmont Capital Management
Montana
$897K +$66.2K +133 +8%
KA
5111
Kure Advisory
Minnesota
$896K +$54.7K +110 +7%
MAWAG
5112
Mid-American Wealth Advisory Group
Missouri
$896K +$188K +378 +27%
PWM
5113
PTM Wealth Management
United States
$895K +$265K +531 +42%
CWM
5114
Chicago Wealth Management
Illinois
$892K -$202K -406 -18%
FOR
5115
Family Office Research
Maryland
$892K +$16.4K +33 +2%
EW
5116
Enzi Wealth
Texas
$891K +$1.51K +3 +0.2%
FI
5117
FIDELIS iM
Oregon
$890K +$1.49K +3 +0.2%
EPP
5118
ETF Portfolio Partners
Kansas
$890K
DP
5119
Divergent Planning
Maryland
$888K -$54.1K -110 -6%
RWM
5120
Riverchase Wealth Management
Texas
$888K
SCM
5121
Sollinda Capital Management
Florida
$887K +$89K +179 +11%
CFGF
5122
Compass Financial Group (Florida)
Florida
$887K
CFG
5123
Cornerstone Financial Group
Nebraska
$886K +$2.49K +5 +0.3%
SIM
5124
Synergy Investment Management
Florida
$886K -$19.4K -39 -2%
JSA
5125
Jim Saulnier & Associates
Colorado
$885K +$32.8K +66 +4%