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 %
GS
5501
Gagnon Securities
New York
$344K -$5.97K -12 -2%
MWP
5502
MYCIO Wealth Partners
Pennsylvania
$344K
EF
5503
Elite Financial
Idaho
$343K
RCG
5504
Ruane, Cunniff & Goldfarb
New York
$343K +$19.9K +40 +6%
MWML
5505
M Wealth Management LLC
California
$342K +$342K +688 New
FA
5506
Financial Alternatives
California
$339K
CIM
5507
Corbyn Investment Management
Maryland
$338K -$2.49K -5 -0.7%
RVM
5508
Robinson Value Management
Texas
$338K
AIC
5509
Allodium Investment Consultants
Minnesota
$338K +$338K +680 New
RWS
5510
Rochester Wealth Strategies
Michigan
$338K
DGI
5511
Disciplined Growth Investors
Minnesota
$338K
WW
5512
Winnow Wealth
Texas
$337K -$771K -1,551 -70%
AAG
5513
Accordant Advisory Group
Maryland
$337K +$8.46K +17 +3%
SWM
5514
Stapp Wealth Management
Washington
$336K
PFA
5515
Portland Financial Advisors
New York
$334K -$61.2K -123 -15%
BWM
5516
Buska Wealth Management
Wisconsin
$333K -$17.9K -36 -5%
FPW
5517
Flagship Private Wealth
Massachusetts
$333K -$15.9K -32 -5%
KFSN
5518
Keystone Financial Services (Nebraska)
Nebraska
$333K +$15.9K +32 +5%
FIS
5519
Fischer Investment Strategies
California
$333K +$5.47K +11 +2%
SWM
5520
Schwallier Wealth Management
Michigan
$332K -$84K -169 -20%
RW
5521
Ridgeline Wealth
Arizona
$331K -$24.9K -50 -7%
CIM
5522
CCLA Investment Management
United Kingdom
$330K +$20.6K +41,495 +7%
EI
5523
eCIO Inc
Wisconsin
$330K -$11.4K -23 -3%
HF
5524
Holcombe Financial
Georgia
$326K +$20.9K +42 +7%
MM
5525
Meridian Management
Arkansas
$326K -$206K -386 -39%