MSFT icon

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
76.32%
Holding in Top 10
3,089
Holding in Top 10 Change
+295
Holding in Top 10 Change %
+10.56%
% of All Funds
41.46%
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 %
BGAI
5151
Bruce G. Allen Investments
Colorado
$840K -$19.4K -39 -2%
CCM
5152
Cutler Capital Management
Massachusetts
$833K -$54.2K -109 -6%
TPW
5153
TL Private Wealth
Texas
$832K
RFA
5154
RTD Financial Advisors
Pennsylvania
$832K -$134K -269 -14%
JAA
5155
Joel Adams & Associates
North Carolina
$831K -$18.9K -38 -2%
CC
5156
Capstone Capital
Nevada
$829K -$25.4K -51 -3%
WWM
5157
Woodside Wealth Management
Massachusetts
$828K
HA
5158
HFG Advisors
Ohio
$825K -$7.46K -15 -0.9%
HPA
5159
High Probability Advisors
New York
$820K +$1.49K +3 +0.2%
CAM
5160
Cobblestone Asset Management
Virginia
$818K +$48.7K +98 +6%
AFG
5161
Arkansas Financial Group
Arkansas
$818K +$4.47K +9 +0.5%
SBF
5162
Sara-Bay Financial
Florida
$815K -$15.9K -32 -2%
TWA
5163
Trace Wealth Advisors
California
$815K -$448K -900 -35%
BWA
5164
BlueSky Wealth Advisors
North Carolina
$815K -$375K -755 -32%
PAM
5165
PVG Asset Management
Colorado
$814K +$161K +324 +25%
GWM
5166
GoalFusion Wealth Management
Texas
$813K -$25.9K -52 -3%
NAMA
5167
Nikko Asset Management Americas
New York
$812K -$18.5M -37,251 -96%
LWM
5168
Luminvest Wealth Management
Arizona
$811K +$497 +1 +0.1%
CPWM
5169
Cypress Point Wealth Management
Texas
$805K +$37.3K +75 +5%
MAS
5170
MPWM Advisory Solutions
Georgia
$803K -$178K -358 -18%
HHMI
5171
Howard Hughes Medical Institute
Maryland
$801K +$801K +1,611 New
KG
5172
Kilter Group
New York
$797K +$1.49K +3 +0.2%
DMKJ
5173
David M. Knott Jr
$796K
CSIA
5174
Carl Stuart Investment Advisor
Texas
$794K +$497 +1 +0.1%
AWMNY
5175
Arcadia Wealth Management (New York)
New York
$794K