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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 %
DW
5101
Dodds Wealth
Colorado
$912K +$12.4K +25 +1%
CJ
5102
Caitlin John
Michigan
$912K -$147K -295 -14%
DFA
5103
DHJJ Financial Advisors
Illinois
$910K +$97.5K +196 +12%
DFC
5104
DBK Financial Counsel
Ohio
$910K +$995 +2 +0.1%
SHIM
5105
Stone House Investment Management
Pennsylvania
$909K +$105K +211 +13%
BFG
5106
Baron Financial Group
New Jersey
$908K
BCM
5107
Birmingham Capital Management
Alabama
$907K -$739K -1,486 -45%
HG
5108
Harbor Group
New Hampshire
$907K
TSS
5109
Two Sigma Securities
New York
$905K +$905K +1,819 New
AFO
5110
Allie Family Office
Florida
$904K -$424K -850 -32%
GCM
5111
Galibier Capital Management
Ontario, Canada
$899K
ETS
5112
ESL Trust Services
New York
$898K -$32.8K -66 -4%
PCM
5113
Piedmont Capital Management
Montana
$897K +$66.2K +133 +8%
KA
5114
Kure Advisory
Minnesota
$896K +$54.7K +110 +7%
MAWAG
5115
Mid-American Wealth Advisory Group
Missouri
$896K +$188K +378 +27%
PWM
5116
PTM Wealth Management
United States
$895K +$265K +531 +42%
CWM
5117
Chicago Wealth Management
Illinois
$892K -$202K -406 -18%
FOR
5118
Family Office Research
Maryland
$892K +$16.4K +33 +2%
EW
5119
Enzi Wealth
Texas
$891K +$1.51K +3 +0.2%
FI
5120
FIDELIS iM
Oregon
$890K +$1.49K +3 +0.2%
EPP
5121
ETF Portfolio Partners
Kansas
$890K
DP
5122
Divergent Planning
Maryland
$888K -$54.1K -110 -6%
RWM
5123
Riverchase Wealth Management
Texas
$888K
SCM
5124
Sollinda Capital Management
Florida
$887K +$89K +179 +11%
CFGF
5125
Compass Financial Group (Florida)
Florida
$887K