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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
MAV
5626
Mason & Associates (Virginia)
Virginia
$211K +$211K +425 New
LC
5627
Luminist Capital
Michigan
$211K +$25.1K +51 +14%
FWM
5628
FSR Wealth Management
Illinois
$209K -$299K -602 -59%
UWM
5629
United Wealth Management
Virginia
$207K +$207K +416 New
AWMS
5630
Advocacy Wealth Management Services
Georgia
$205K +$205K +413 New
DW
5631
Durante & Waters
New York
$205K +$205K +413 New
SFP
5632
Sherwood Financial Partners
California
$204K +$204K +411 New
SKK
5633
Shepherd Kaplan Krochuk
Massachusetts
$204K +$204K +411 New
WA
5634
Wasatch Advisors
Utah
$203K +$203K +409 New
FF
5635
Friedenthal Financial
New Jersey
$199K +$199K +401 New
VC
5636
Vestor Capital
Illinois
$196K -$12.1M -133,129 -98%
EA
5637
Evolution Advisers
Virginia
$194K
HFS
5638
Horizon Financial Services
North Carolina
$193K +$89.5K +180 +87%
PCA
5639
PMV Capital Advisers
Texas
$178K +$9.94K +20 +6%
MTIM
5640
Marathon Trading Investment Management
Pennsylvania
$174K -$2.08M -4,186 -92%
MCA
5641
Midwest Capital Advisors
Michigan
$172K
FW
5642
Fairway Wealth
Ohio
$170K -$52.2K -105 -23%
A
5643
AlphaQuest
New York
$170K +$9.45K +19 +6%
BFS
5644
Bare Financial Services
Pennsylvania
$165K +$56.7K +114 +53%
SHM
5645
Sagard Holdings Management
Ontario, Canada
$157K +$157K +315 New
Belvedere Trading
5646
Belvedere Trading
Illinois
$156K +$156K +314 New
NWM
5647
Navigoe Wealth Management
California
$156K +$41.1K +83 +36%
FC
5648
Family CFO
California
$154K
WFA
5649
Wells Financial Advisors
Massachusetts
$151K +$66.2K +133 +78%
HIA
5650
HFM Investment Advisors
New Jersey
$141K +$43.8K +88 +45%