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Microsoft

5,695 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 230 funds opening new positions, 2,514 increasing their positions, 2,572 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,695
Holders Change
+14
Holders Change %
+0.25%
% of All Funds
76.32%
Holding in Top 10
3,093
Holding in Top 10 Change
+299
Holding in Top 10 Change %
+10.7%
% of All Funds
41.45%
New
230
Increased
2,514
Reduced
2,572
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 %
AWAG
1326
ARS Wealth Advisors Group
Florida
$40.7M +$11.9K +24 +0%
FA
1327
Fagan Associates
New York
$40.7M -$1.38M -2,779 -3%
RWA
1328
River Wealth Advisors
Pennsylvania
$40.7M +$1.02M +2,054 +3%
MIA
1329
MainStreet Investment Advisors
Illinois
$40.7M -$1.65M -3,321 -4%
JIP
1330
Jaffetilchin Investment Partners
Florida
$40.6M +$64.7K +130 +0.2%
CC
1331
Courier Capital
New York
$40.5M -$236K -475 -0.6%
FFM
1332
Forum Financial Management
Illinois
$40.4M +$134K +269 +0.3%
TCA
1333
Transcend Capital Advisors
New Jersey
$40.2M -$7.54M -15,152 -16%
ZBNA
1334
Zions Bancorporation, National Association
Utah
$40M +$406K +817 +1%
WWM
1335
Western Wealth Management
Colorado
$39.9M +$421K +846 +1%
HC
1336
Hillman Company
Pennsylvania
$39.9M
IAN
1337
Integrated Advisors Network
Texas
$39.8M -$1.05M -2,104 -3%
CS
1338
Central Securities
New York
$39.8M
CCC
1339
Cincinnati Casualty Company
Ohio
$39.8M
PA
1340
Proem Advisors
Texas
$39.8M +$9.95M +20,000 +33%
AC
1341
Apella Capital
Connecticut
$39.7M +$532K +1,068 +1%
PFA
1342
Pure Financial Advisors
California
$39.7M +$11.4M +22,873 +40%
PSP
1343
Principal Street Partners
Tennessee
$39.6M +$26.1M +52,553 +195%
JCM
1344
Junto Capital Management
New York
$39.5M -$28.2M -56,605 -42%
PAS
1345
Professional Advisory Services
Florida
$39.3M -$7.6M -15,287 -16%
FFIC
1346
First Fiduciary Investment Counsel
Ohio
$39.2M -$741K -1,489 -2%
AWM
1347
Absher Wealth Management
North Carolina
$39.2M -$4.55M -9,156 -10%
DCA
1348
DSG Capital Advisors
Minnesota
$39.1M +$536K +1,077 +1%
FC
1349
Fulcrum Capital
Washington
$39.1M -$53.2K -107 -0.1%
SAM
1350
SP Asset Management
California
$39.1M -$921K -1,851 -2%