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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
76.32%
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 %
KP
5201
Kitching Partners
Pennsylvania
$749K +$56.7K +114 +8%
GCWM
5202
Graham Capital Wealth Management
District of Columbia
$748K +$93K +187 +14%
CC
5203
Carlson Capital
Texas
$746K +$746K +1,500 New
NI
5204
NFC Investments
Tennessee
$746K
FRM
5205
Fox Run Management
Connecticut
$745K +$184K +370 +33%
CC
5206
Climber Capital
Switzerland
$744K +$1.98K +4 +0.3%
VWA
5207
Valued Wealth Advisors
Utah
$740K +$13.9K +28 +2%
SIM
5208
Sims Investment Management
Ohio
$738K -$9.95K -20 -1%
TCM
5209
Tuttle Capital Management
Connecticut
$732K +$95.5K +192 +15%
RCWM
5210
Red Crane Wealth Management
California
$732K +$27.9K +56 +4%
CAG
5211
Compass Advisory Group
New York
$731K +$35.8K +72 +5%
CPA
5212
Clear Point Advisors
New York
$728K +$15.7K +31 +2%
BFP
5213
Briaud Financial Planning
Texas
$727K +$44.8K +90 +7%
WFPG
5214
Waller Financial Planning Group
Ohio
$727K -$180K -362 -20%
TPW
5215
Tiller Private Wealth
Pennsylvania
$726K -$480K -964 -40%
AFS
5216
Axiom Financial Strategies
Indiana
$724K -$581K -1,169 -45%
DWS
5217
Dynamic Wealth Strategies
California
$723K -$8.46K -17 -1%
CWM
5218
Core Wealth Management
Florida
$718K -$72.6K -146 -9%
TA
5219
TKG Advisors
Indiana
$718K -$6.96K -14 -1%
HOWA
5220
Heritage Oak Wealth Advisors
Florida
$718K +$20.9K +42 +3%
WCM
5221
Wealthcare Capital Management
Virginia
$717K -$834K -1,676 -54%
DLHL
5222
Donald L. Hagan LLC
Florida
$717K -$6.96K -14 -1%
WWP
5223
Waypoint Wealth Partners
California
$717K +$452K +908 +170%
ACM
5224
Anfield Capital Management
California
$717K +$57.2K +115 +9%
FCG
5225
Financial Connections Group
California
$716K +$35.8K +72 +5%