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 %
ACM
5176
Alamar Capital Management
California
$794K
CMMS
5177
Comprehensive Money Management Services
Florida
$793K -$29.8K -60 -4%
PFG
5178
Pinnacle Financial Group
Illinois
$793K +$207K +417 +35%
LKBC
5179
L.K. Benson & Company
Maryland
$792K
LW
5180
Lauer Wealth
Indiana
$785K -$426K -817 -35%
IDBONY
5181
Israel Discount Bank of New York
New York
$783K -$151K -304 -16%
TF
5182
Threadgill Financial
Texas
$778K +$9.45K +19 +1%
FF
5183
Foronjy Financial
California
$778K +$778K +1,565 New
CC
5184
Centiva Capital
New York
$777K -$672K -1,352 -46%
AWMNH
5185
Arcadia Wealth Management (New Hampshire)
New Hampshire
$775K -$210K -423 -21%
KCM
5186
Kaye Capital Management
California
$774K -$23.9K -48 -3%
VFIC
5187
Valley Forge Investment Consultants
Pennsylvania
$770K +$59.7K +120 +8%
EFP
5188
EnRich Financial Partners
Wisconsin
$768K +$37.8K +76 +5%
T
5189
TOBAM
France
$768K -$89K -179 -10%
HSWS
5190
Higgins & Schmidt Wealth Strategies
Colorado
$766K +$7.46K +15 +1%
SCA
5191
Sippican Capital Advisors
Massachusetts
$765K
IWM
5192
IMG Wealth Management
Florida
$765K +$164K +329 +27%
BSWM
5193
Boston Standard Wealth Management
Massachusetts
$763K +$81K +163 +12%
WIC
5194
Whitegate Investment Counselors
New Hampshire
$760K +$995 +2 +0.1%
NPI
5195
New Perspectives Inc
Mississippi
$756K +$497 +1 +0.1%
BA
5196
BCM Advisors
Louisiana
$752K
NECFA
5197
New England Capital Financial Advisors
Connecticut
$751K +$28.9K +58 +4%
NWA
5198
Navis Wealth Advisors
New York
$751K +$17.4K +35 +2%
TWM
5199
Tanglewood Wealth Management
Texas
$749K -$18.9K -38 -2%
BOC
5200
Bull Oak Capital
California
$749K -$497 -1 -0.1%