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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 %
MDCM
5651
Morgan Dempsey Capital Management
Wisconsin
$119K +$37.3K +75 +45%
CW
5652
Cooksen Wealth
Texas
$114K
AWM
5653
Avondale Wealth Management
Texas
$112K +$57.2K +115 +105%
SFCL
5654
Strengthening Families & Communities LLC
Massachusetts
$105K -$16.1K -43 -13%
BG
5655
Bellevue Group
Switzerland
$101K
KIG
5656
Kessler Investment Group
Indiana
$100K -$6.96K -14 -7%
PIS
5657
POM Investment Strategies
North Carolina
$95.5K -$136K -274 -59%
GG
5658
Gleason Group
Kentucky
$94K -$994 -2 -1%
CWA
5659
Carolina Wealth Advisors
South Carolina
$91K +$10.4K +21 +13%
PCM
5660
Perritt Capital Management
Illinois
$90.3K -$70.3K -141 -44%
CF
5661
Conquis Financial
California
$81.1K -$217K -437 -73%
CGA
5662
Compound Global Advisors
Washington
$77.6K -$1.18M -2,373 -94%
MG
5663
MilWealth Group
Wisconsin
$69.6K
LFA
5664
Legend Financial Advisors
Pennsylvania
$68.6K +$68.6K +138 New
WOC
5665
West Oak Capital
California
$64.1K +$935 +188 +1%
PS
5666
PayPay Securities
Japan
$62.7K +$14.4K +29 +30%
UOIF
5667
University of Illinois Foundation
Illinois
$49.7K +$49.7K +100 New
CJH
5668
Christopher J. Hasenberg
Wisconsin
$47.3K
FAI
5669
Fiduciary Advisors Inc
Missouri
$45K
DFC
5670
DB Fitzpatrick & Co
Idaho
$41.3K
NOI
5671
Newton One Investments
Delaware
$37.4K
WCM
5672
Westend Capital Management
California
$36.4K +$28.9K +58 +387%
RJA
5673
Ross\Johnson & Associates
Minnesota
$34.3K -$43.3K -87 -56%
BC
5674
Bulwark Capital
Florida
$31.8K +$31.8K +64 New
LIM
5675
Longfellow Investment Management
Massachusetts
$29.3K +$9.95K +20 +51%