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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 %
OF
5551
Outfitter Financial
Maine
$301K
CSC
5552
Cove Street Capital
California
$298K
CCM
5553
Cambridge Capital Management
Illinois
$298K
RBC
5554
Rye Brook Capital
Connecticut
$298K
ACM
5555
Altrius Capital Management
North Carolina
$296K -$4.48K -9 -1%
LPP
5556
Life Planning Partners
Florida
$294K
CMP
5557
Courage Miller Partners
Virginia
$290K -$365K -734 -56%
ALS
5558
Andrew L. Share
$286K
TFG
5559
Team Financial Group
California
$286K -$69.1K -139 -19%
AI
5560
Arrien Investments
Idaho
$286K -$18.9K -38 -6%
HWM
5561
Horizons Wealth Management
North Carolina
$283K -$15.9K -32 -5%
SVWA
5562
Sarver Vrooman Wealth Advisors
Missouri
$282K
LSV Asset Management
5563
LSV Asset Management
Illinois
$281K +$177K +356 +171%
HWA
5564
Heritage Wealth Architects
Minnesota
$280K +$280K +563 New
PFM
5565
Patton Fund Management
Texas
$280K +$280K +562 New
GVIC
5566
Global Value Investment Corporation
Wisconsin
$278K -$4.97K -10 -2%
WFC
5567
Western Financial Corp
California
$275K
CWM
5568
Consultiva Wealth Management
Puerto Rico
$275K
SW
5569
Schulz Wealth
Texas
$274K +$995 +2 +0.4%
MAFA
5570
MJT & Associates Financial Advisory
Minnesota
$273K
SCM
5571
Stonehearth Capital Management
Massachusetts
$272K
MHIP
5572
Mountain Hill Investment Partners
New Jersey
$271K -$1.49K -3 -0.5%
HAS
5573
Horizon Advisory Services
New York
$269K
FIG
5574
FSA Investment Group
Florida
$267K -$89K -179 -25%
HFA
5575
Harbert Fund Advisors
Alabama
$266K -$4.71M -9,465 -95%