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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 %
BWM
5401
Benchmark Wealth Management
Connecticut
$474K
IWC
5402
Infinity Wealth Counsel
Ohio
$474K -$20.4K -41 -4%
TCFP
5403
Treasure Coast Financial Planning
Florida
$474K -$8.95K -18 -2%
PWM
5404
Pacific Wealth Management
California
$472K +$146K +294 +45%
CCM
5405
Causeway Capital Management
California
$468K
WWWM
5406
White Wing Wealth Management
Texas
$465K +$39.8K +80 +9%
PWP
5407
PrairieView Wealth Partners
Illinois
$463K
HC
5408
Hoese & Co
Minnesota
$463K +$31.8K +64 +7%
SC
5409
Sykon Capital
New York
$461K +$52.7K +106 +13%
BWM
5410
Boyd Wealth Management
California
$461K +$461K +926 New
EL
5411
EQ LLC
Washington
$459K +$53.7K +108 +13%
RWP
5412
Ridgeline Wealth Planning
Ohio
$455K +$97K +195 +27%
BAWC
5413
Boyce & Associates Wealth Consulting
Texas
$455K +$455K +433 New
LG
5414
LAM Group
Oregon
$454K -$6.47K -13 -1%
M
5415
MYeCFO
California
$453K +$36.3K +73 +9%
WAM
5416
WFA Asset Management
Wisconsin
$453K -$1.34K -3 -0.3%
ECM
5417
EMC Capital Management
Texas
$452K -$721K -1,450 -61%
LAM
5418
LECAP Asset Management
United Kingdom
$450K +$450K +905 New
DWM
5419
David Wealth Management
Virginia
$449K +$82K +165 +22%
CCA
5420
Clarity Capital Advisors
Florida
$449K -$35.8K -72 -7%
ICMP
5421
Integrated Capital Management (Pennsylvania)
Pennsylvania
$448K
DSCM
5422
Del-Sette Capital Management
New York
$446K
AC
5423
AIFG Consultants
New York
$441K -$4.97K -10 -1%
DWM
5424
Dynasty Wealth Management
Florida
$440K -$9.56M -19,214 -96%
MRP
5425
Measured Risk Portfolios
California
$439K +$9.45K +19 +2%