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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 %
LWIC
5251
Leith Wheeler Investment Counsel
British Columbia, Canada
$676K -$907K -1,823 -57%
AAG
5252
Avalon Advisory Group
Pennsylvania
$676K -$10.9K -22 -2%
FAM
5253
Fenimore Asset Management
New York
$676K
SF
5254
Seek First
California
$675K +$9.95K +20 +1%
5W
5255
5T Wealth
California
$675K +$76.6K +154 +13%
AFA
5256
Alpha Financial Advisors
North Carolina
$675K +$229K +461 +51%
TR
5257
Tepp RIA
New Jersey
$672K -$127K -255 -16%
LWA
5258
Ledgewood Wealth Advisors
New Hampshire
$671K
SP
5259
SIH Partners
Delaware
$670K +$670K +1,347 New
MGWA
5260
Monument Group Wealth Advisors
Massachusetts
$669K +$211K +424 +46%
LFWA
5261
LBJ Family Wealth Advisors
Texas
$664K +$497 +1 +0.1%
MC
5262
Maren Capital
Illinois
$664K -$448K -900 -40%
MAP
5263
Moody Aldrich Partners
Massachusetts
$663K
CAM
5264
Clarity Asset Management
Iowa
$663K +$282K +566 +74%
FF
5265
Financial Futures
New Jersey
$663K -$51.7K -104 -7%
SOWAS
5266
Silver Oak Wealth Advisors Services
California
$663K -$54.2K -109 -8%
BWL
5267
Beacon Wealthcare LLC
North Carolina
$662K +$14.9K +30 +2%
CAAM
5268
Cornerstone Advisors Asset Management
Pennsylvania
$662K +$37.3K +75 +6%
MFG
5269
Mustico Financial Group
New York
$660K +$660K +1,257 New
NJBEST
5270
New Jersey Better Educational Savings Trust
New Jersey
$658K -$1.68M -3,387 -72%
LAMNM
5271
Longview Asset Management (New Mexico)
New Mexico
$657K +$45.8K +92 +7%
SIA
5272
Spectrum Investment Advisors
Wisconsin
$653K +$19.4K +39 +3%
VFG
5273
Valley Financial Group
Pennsylvania
$650K
OAP
5274
One Advisory Partners
Kansas
$649K +$258K +510 +66%
CWM
5275
Capital Wealth Management
Rhode Island
$649K