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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 %
SF
5151
Strategent Financial
Virginia
$850K -$54.7K -110 -6%
LWA
5152
LifeGoal Wealth Advisors
New York
$847K +$166K +333 +24%
PCM
5153
Politan Capital Management
New York
$846K +$846K +1,701 New
KIM
5154
Karpus Investment Management
New York
$846K
SLT
5155
St Louis Trust
Missouri
$843K
SGI
5156
Swan Global Investments
Colorado
$840K +$148K +297 +21%
BGAI
5157
Bruce G. Allen Investments
Colorado
$840K -$19.4K -39 -2%
CCM
5158
Cutler Capital Management
Massachusetts
$833K -$54.2K -109 -6%
TPW
5159
TL Private Wealth
Texas
$832K
RFA
5160
RTD Financial Advisors
Pennsylvania
$832K -$134K -269 -14%
JAA
5161
Joel Adams & Associates
North Carolina
$831K -$18.9K -38 -2%
CC
5162
Capstone Capital
Nevada
$829K -$25.4K -51 -3%
WWM
5163
Woodside Wealth Management
Massachusetts
$828K
HA
5164
HFG Advisors
Ohio
$825K -$7.46K -15 -0.9%
HPA
5165
High Probability Advisors
New York
$820K +$1.49K +3 +0.2%
CAM
5166
Cobblestone Asset Management
Virginia
$818K +$48.7K +98 +6%
AFG
5167
Arkansas Financial Group
Arkansas
$818K +$4.47K +9 +0.5%
SBF
5168
Sara-Bay Financial
Florida
$815K -$15.9K -32 -2%
TWA
5169
Trace Wealth Advisors
California
$815K -$448K -900 -35%
BWA
5170
BlueSky Wealth Advisors
North Carolina
$815K -$375K -755 -32%
PAM
5171
PVG Asset Management
Colorado
$814K +$161K +324 +25%
GWM
5172
GoalFusion Wealth Management
Texas
$813K -$25.9K -52 -3%
NAMA
5173
Nikko Asset Management Americas
New York
$812K -$18.5M -37,251 -96%
LWM
5174
Luminvest Wealth Management
Arizona
$811K +$497 +1 +0.1%
CPWM
5175
Cypress Point Wealth Management
Texas
$805K +$37.3K +75 +5%