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Microsoft

5,690 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, 2,513 increasing their positions, 2,569 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,690
Holders Change
+10
Holders Change %
+0.18%
% of All Funds
76.3%
Holding in Top 10
3,091
Holding in Top 10 Change
+297
Holding in Top 10 Change %
+10.63%
% of All Funds
41.45%
New
229
Increased
2,513
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 %
DLHL
5226
Donald L. Hagan LLC
Florida
$717K -$6.96K -14 -1%
WWP
5227
Waypoint Wealth Partners
California
$717K +$452K +908 +170%
ACM
5228
Anfield Capital Management
California
$717K +$57.2K +115 +9%
FCG
5229
Financial Connections Group
California
$716K +$35.8K +72 +5%
BCM
5230
Basso Capital Management
Connecticut
$716K -$27.4K -55 -4%
PA
5231
Prism Advisors
California
$712K
AWM
5232
Altus Wealth Management
Kentucky
$711K -$577K -1,161 -45%
CCG
5233
Capital CS Group
California
$710K +$430K +864 +153%
DWM
5234
Denver Wealth Management
Colorado
$709K -$10.9K -22 -2%
OA
5235
Oceanside Advisors
South Carolina
$708K
SC
5236
Schiavi & Co
Delaware
$706K
DAL
5237
Delta Accumulation LLC
California
$701K +$861 +2 +0.1%
GFM
5238
GEN Financial Management
Minnesota
$700K -$474K -952 -40%
EPM
5239
Elm Partners Management
Pennsylvania
$699K +$302K +607 +76%
MSA
5240
Marathon Strategic Advisors
Pennsylvania
$697K +$32.8K +66 +5%
MCA
5241
Martin Capital Advisors
Texas
$696K
BSG
5242
Black Swift Group
Colorado
$696K +$97.5K +196 +16%
FIC
5243
Family Investment Center
Missouri
$694K +$424K +852 +157%
GWA
5244
Gutierrez Wealth Advisory
Arkansas
$692K -$194K -390 -22%
TVAMP
5245
Tennessee Valley Asset Management Partners
Tennessee
$691K -$2.5M -5,018 -78%
GWA
5246
Genesis Wealth Advisors
Massachusetts
$690K
LAM
5247
Lountzis Asset Management
Pennsylvania
$687K
FIA
5248
FPC Investment Advisory
California
$686K +$24.6K +48 +4%
STFP
5249
Signal Tree Financial Partners
Ohio
$685K +$41.3K +83 +6%
JWM
5250
JDH Wealth Management
California
$683K -$126K -254 -16%