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Microsoft

5,696 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, 2,515 increasing their positions, 2,572 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,696
Holders Change
+14
Holders Change %
+0.25%
% of All Funds
76.32%
Holding in Top 10
3,094
Holding in Top 10 Change
+299
Holding in Top 10 Change %
+10.7%
% of All Funds
41.46%
New
230
Increased
2,515
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 %
RSS
1776
Rosenblum Silverman Sutton
California
$23.9M -$129K -260 -0.5%
FM
1777
Family Management
New York
$23.8M -$1.09M -2,194 -4%
WIA
1778
Westbourne Investment Advisors
Maryland
$23.8M +$589K +1,185 +3%
AWP
1779
Ascent Wealth Partners
New York
$23.8M -$2.31M -4,647 -9%
MWM
1780
Marietta Wealth Management
Georgia
$23.8M +$192K +387 +0.8%
GC
1781
Globeflex Capital
California
$23.8M
SSI
1782
Scott & Selber Inc
Texas
$23.8M +$117K +235 +0.5%
FCM
1783
Fogel Capital Management
Florida
$23.7M -$11.9M -23,990 -34%
CAC
1784
Core Alternative Capital
Georgia
$23.6M -$3.94M -7,912 -14%
MWA
1785
Miller Wealth Advisors
Colorado
$23.6M +$14.4K +29 +0.1%
RA
1786
Ransom Advisory
Rhode Island
$23.6M -$667K -1,340 -3%
DSC
1787
Duncker Streett & Co
Missouri
$23.6M -$79.6K -160 -0.3%
TYCC
1788
Texas Yale Capital Corp
Florida
$23.5M -$250K -503 -1%
LTI
1789
Laffer Tengler Investments
Tennessee
$23.5M -$224K -450 -0.9%
IP
1790
Isthmus Partners
Wisconsin
$23.5M +$1.24M +2,484 +6%
AMBIA
1791
Allen Mooney & Barnes Investment Advisors
Georgia
$23.5M +$231K +464 +1%
LSA
1792
L & S Advisors
California
$23.5M +$3.49M +7,023 +17%
CPA
1793
Capital Planning Advisors
California
$23.4M -$225K -453 -1%
MAWA
1794
Moss Adams Wealth Advisors
Washington
$23.4M +$992K +1,994 +4%
CWM
1795
Cordatus Wealth Management
Pennsylvania
$23.4M -$7.96K -16 -0%
AL
1796
Aspiriant LLC
California
$23.4M -$26.9K -54 -0.1%
HWA
1797
HCR Wealth Advisors
California
$23.3M +$36.8K +74 +0.2%
SA
1798
Skyline Advisors
Washington
$23.3M -$150K -302 -0.6%
MCWS
1799
McKinley Carter Wealth Services
West Virginia
$23.3M +$1.4M +2,805 +6%
IJWM
1800
Inman Jager Wealth Management
Mississippi
$23.3M -$14.9K -30 -0.1%