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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.

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 Market Value Shares Shares
Change
Shares
Change %
AAS
5351
Asset Allocation Strategies
Michigan
$539K 1,084 +500 +86%
SWM
5352
SpringVest Wealth Management
Texas
$537K 1,080 -25 -2%
MC
5353
McCarthy & Cox
Ohio
$537K 1,079 +48 +5%
WCM
5354
WealthTrak Capital Management
Virginia
$537K 1,079 +157 +17%
PM
5355
Pembroke Management
Quebec, Canada
$537K 1,079 +1,079 New
SC
5356
Swan Capital
Florida
$535K 1,075 +61 +6%
SPW
5357
Surience Private Wealth
Washington
$534K 1,074 -58 -5%
BWMG
5358
Bannerman Wealth Management Group
Texas
$532K 1,069 +1,069 New
AWA
5359
Adapt Wealth Advisors
Georgia
$531K 1,067 +26 +2%
BBL
5360
Beck Bode LLC
Massachusetts
$525K 1,056 -11 -1%
HP
5361
Highlander Partners
Texas
$522K 1,050
BTIM
5362
BancFirst Trust & Investment Management
Oklahoma
$522K 1,052 -100 -9%
LWMI
5363
Legacy Wealth Management (Idaho)
Idaho
$520K 1,045 -73 -7%
LIS
5364
Legacy Investment Solutions
Idaho
$520K 1,045 +1,045 New
PS
5365
Pinney & Scofield
Massachusetts
$518K 1,042 +68 +7%
SWM
5366
Stonebridge Wealth Management
Illinois
$518K 1,041 +1,041 New
GKFF
5367
George Kaiser Family Foundation
Oklahoma
$516K 1,038 +337 +48%
SJGA
5368
Stephen J. Garry & Associates
New York
$516K 1,037
HFA
5369
Highland Financial Advisors
New Jersey
$514K 1,033
FAM
5370
Frontier Asset Management
Wyoming
$514K 1,032 +1,032 New
MWA
5371
Mills Wealth Advisors
Texas
$513K 1,031 +53 +5%
FFW
5372
Fusion Family Wealth
New York
$513K 1,031
LCM
5373
Landscape Capital Management
New Jersey
$512K 1,030 -9,176 -90%
CPC
5374
CFC Planning Company
Indiana
$511K 1,027 -1 -0.1%
SWM
5375
Sagace Wealth Management
Florida
$510K 1,026 -137 -12%