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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 %
JCM
5526
J2 Capital Management
Michigan
$324K +$324K +652 New
LAMC
5527
Longview Asset Management (California)
California
$323K -$24.9K -50 -7%
AIM
5528
Access Investment Management
Georgia
$323K +$323K +649 New
HA
5529
HC Advisors
Georgia
$322K -$113K -227 -26%
RWP
5530
Reliant Wealth Planning
Kentucky
$321K +$321K +645 New
1L
5531
10Elms LLP
Oklahoma
$318K -$49.7K -100 -14%
SA
5532
swisspartners Advisors
Switzerland
$318K -$2.82M -5,666 -90%
1NWS
5533
1 North Wealth Services
Maryland
$317K -$9.95K -20 -3%
LBA
5534
Letko, Brosseau & Associates
Quebec, Canada
$317K
AFO
5535
Aurelius Family Office
New Hampshire
$317K -$3.48K -7 -1%
LJCM
5536
Lee Johnson Capital Management
Texas
$316K +$497 +1 +0.2%
PFA
5537
Pinnacle Family Advisors
Missouri
$315K +$315K +637 New
IFPL
5538
Investments & Financial Planning LLC
Kentucky
$315K +$497 +1 +0.2%
EG
5539
Ellerson Group
Maryland
$314K
RFS
5540
Retirement Financial Solutions
Tennessee
$314K +$4.97K +10 +2%
TF
5541
Theory Financial
Colorado
$313K +$13.3K +25 +4%
TCM
5542
TABR Capital Management
California
$310K -$84.1K -169 -21%
QHA
5543
Quarry Hill Advisors
Minnesota
$307K +$307K +617 New
WHCFA
5544
William Howard & Co Financial Advisors
Tennessee
$307K
DB
5545
Dravo Bay
Delaware
$306K -$52.2K -105 -15%
SFO
5546
Standard Family Office
South Dakota
$306K
KA
5547
Kerrisdale Advisers
Florida
$304K -$9.77M -19,650 -97%
GFA
5548
Grunden Financial Advisory
Texas
$304K
LIA
5549
Luken Investment Analytics
Tennessee
$302K
NHFG
5550
New Harbor Financial Group
Massachusetts
$301K -$60.2K -121 -17%