MSFT icon

Microsoft

5,689 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, 2,568 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,689
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
41.46%
New
229
Increased
2,513
Reduced
2,568
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 %
SC
5326
Scratch Capital
Idaho
$573K -$71.1K -143 -11%
KIC
5327
Keating Investment Counselors
Florida
$571K +$26.4K +53 +5%
GWAM
5328
Guardian Wealth Advisors (Minnesota)
Minnesota
$571K -$12.4K -25 -2%
SG
5329
Strid Group
Pennsylvania
$570K -$167K -335 -23%
GFG
5330
Grantvest Financial Group
New Jersey
$570K -$82.1K -165 -13%
DIM
5331
DC Investments Management
Virginia
$568K
WC
5332
Wexford Capital
Florida
$566K -$266K -535 -32%
SMAM
5333
Sugar Maple Asset Management
Wisconsin
$563K -$114K -230 -17%
TCTWM
5334
Three Cord True Wealth Management
Pennsylvania
$563K -$52.2K -105 -8%
MFG
5335
Marmo Financial Group
Tennessee
$561K +$25.4K +51 +5%
HCA
5336
Hyperion Capital Advisors
New York
$561K +$59.7K +120 +12%
BWM
5337
BCGM Wealth Management
Indiana
$560K +$59.7K +120 +12%
SA
5338
Sicart Associates
New York
$558K +$97.5K +196 +21%
WAT
5339
Wealth Advisory Team
Kentucky
$556K +$556K +1,118 New
WI
5340
WJ Interests
Texas
$555K
CI
5341
Cordant Inc
Oregon
$554K -$61.2K -123 -10%
GCM
5342
Graver Capital Management
Ohio
$553K
TWD
5343
True Wealth Design
Ohio
$551K +$71.1K +143 +15%
BRIA
5344
Balanced Rock Investment Advisors
Massachusetts
$550K +$19.4K +39 +4%
HWMT
5345
Heritage Wealth Management (Texas)
Texas
$550K -$94.5K -190 -15%
ICA
5346
Infrastructure Capital Advisors
New York
$548K +$548K +1,101 New
RFP
5347
Roth Financial Partners
Texas
$544K
IHWM
5348
Iron Horse Wealth Management
Iowa
$544K +$17.9K +36 +3%
MFGP
5349
Marshall Financial Group (Pennsylvania)
Pennsylvania
$543K
MFG
5350
Mendota Financial Group
Wisconsin
$542K -$4.97K -10 -0.9%