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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 %
HW
1826
Hedeker Wealth
Illinois
$22.6M -$573K -1,152 -2%
PWAM
1827
Private Wealth Asset Management
Iowa
$22.5M -$464K -932 -2%
VSI
1828
Verde Servicos Internacionais
Brazil
$22.5M +$11.3M +22,788 +101%
MP
1829
McDonald Partners
Ohio
$22.5M -$33.4K -67 -0.1%
FWP
1830
FAS Wealth Partners
Kansas
$22.4M +$1.18M +2,367 +6%
RMSCM
1831
R.M. Sincerbeaux Capital Management
New York
$22.4M +$415K +834 +2%
MSFS
1832
Main Street Financial Solutions
Pennsylvania
$22.4M +$9.87M +19,845 +79%
ACM
1833
AlphaStar Capital Management
North Carolina
$22.4M +$22.4M +45,021 New
SM
1834
STF Management
Texas
$22.3M +$620K +1,246 +3%
SFO
1835
Stenger Family Office
Illinois
$22.3M +$22.3M +43,519 New
CBTWT
1836
Community Bank & Trust (Waco, Texas)
Texas
$22.3M -$293K -590 -1%
ACM
1837
Accent Capital Management
Ohio
$22.2M +$1.36M +2,730 +7%
AAP
1838
Arax Advisory Partners
Colorado
$22.2M +$5.57M +7,748 +33%
VNA
1839
Valley National Advisers
Pennsylvania
$22.2M -$95.5K -192 -0.4%
DR
1840
Davis Rea
Ontario, Canada
$22.2M -$7.23M -14,532 -25%
PM
1841
Penbrook Management
New York
$22.2M +$10.9M +24,980 +96%
LFP
1842
Leeward Financial Partners
Washington
$22.2M +$285K +572 +1%
TM
1843
TigerOak Management
New Mexico
$22.1M +$298K +599 +1%
MCG
1844
McCollum Christoferson Group
New York
$22M -$216K -435 -1%
MAM
1845
Mirabaud Asset Management
United Kingdom
$22M +$575K +1,160 +3%
SI
1846
Symmetry Investments
Jersey
$22M +$10M +20,149 +84%
CIM
1847
CIM Investment Management
Pennsylvania
$21.9M +$11M +24,059 +102%
BCM
1848
Bourgeon Capital Management
Connecticut
$21.9M +$169K +339 +0.8%
CFP
1849
Catalyst Financial Partners
Massachusetts
$21.9M +$971K +1,953 +5%
SCA
1850
Sage Capital Advisors
South Dakota
$21.8M -$27.9K -56 -0.1%