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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 %
FM
1776
Family Management
New York
$23.8M -$1.09M -2,194 -4%
WIA
1777
Westbourne Investment Advisors
Maryland
$23.8M +$589K +1,185 +3%
AWP
1778
Ascent Wealth Partners
New York
$23.8M -$2.31M -4,647 -9%
MWM
1779
Marietta Wealth Management
Georgia
$23.8M +$192K +387 +0.8%
GC
1780
Globeflex Capital
California
$23.8M
SSI
1781
Scott & Selber Inc
Texas
$23.8M +$117K +235 +0.5%
FCM
1782
Fogel Capital Management
Florida
$23.7M -$11.9M -23,990 -34%
CAC
1783
Core Alternative Capital
Georgia
$23.6M -$3.94M -7,912 -14%
MWA
1784
Miller Wealth Advisors
Colorado
$23.6M +$14.4K +29 +0.1%
RA
1785
Ransom Advisory
Rhode Island
$23.6M -$667K -1,340 -3%
DSC
1786
Duncker Streett & Co
Missouri
$23.6M -$79.6K -160 -0.3%
TYCC
1787
Texas Yale Capital Corp
Florida
$23.5M -$250K -503 -1%
LTI
1788
Laffer Tengler Investments
Tennessee
$23.5M -$224K -450 -0.9%
IP
1789
Isthmus Partners
Wisconsin
$23.5M +$1.24M +2,484 +6%
AMBIA
1790
Allen Mooney & Barnes Investment Advisors
Georgia
$23.5M +$231K +464 +1%
LSA
1791
L & S Advisors
California
$23.5M +$3.49M +7,023 +17%
CPA
1792
Capital Planning Advisors
California
$23.4M -$225K -453 -1%
MAWA
1793
Moss Adams Wealth Advisors
Washington
$23.4M +$992K +1,994 +4%
CWM
1794
Cordatus Wealth Management
Pennsylvania
$23.4M -$7.96K -16 -0%
AL
1795
Aspiriant LLC
California
$23.4M -$26.9K -54 -0.1%
HWA
1796
HCR Wealth Advisors
California
$23.3M +$36.8K +74 +0.2%
SA
1797
Skyline Advisors
Washington
$23.3M -$150K -302 -0.6%
MCWS
1798
McKinley Carter Wealth Services
West Virginia
$23.3M +$1.4M +2,805 +6%
IJWM
1799
Inman Jager Wealth Management
Mississippi
$23.3M -$14.9K -30 -0.1%
NA
1800
Nordwand Advisors
Pennsylvania
$23.2M +$12.9M +26,033 +126%