MSFT icon

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 %
PFS
1876
Physicians Financial Services
North Carolina
$21.1M -$404K -812 -2%
ACM
1877
Alight Capital Management
New York
$21.1M +$1.24M +2,500 +6%
SHFA
1878
SS&H Financial Advisors
Michigan
$21.1M -$717K -1,442 -3%
TCCM
1879
Timber Creek Capital Management
Massachusetts
$21.1M -$1.05M -1,989 -5%
MFA
1880
Mayflower Financial Advisors
Massachusetts
$21.1M -$74.6K -150 -0.4%
YLHM
1881
Yelin Lapidot Holdings Management
Israel
$21M +$5.97K +12 +0%
HL
1882
HeadInvest LLC
Maine
$21M -$4M -8,035 -16%
AFCM
1883
Alta Fox Capital Management
Texas
$21M
LSPW
1884
Lake Street Private Wealth
Illinois
$21M +$265K +533 +1%
WA
1885
Wealth Alliance
New York
$21M -$78.1K -157 -0.4%
APP
1886
Avantax Planning Partners
Iowa
$21M +$688K +1,383 +3%
FHWM
1887
Fox Hill Wealth Management
Massachusetts
$21M +$116K +234 +0.6%
WA
1888
WBH Advisory
Maryland
$21M -$8.48M -17,048 -29%
TNBTD
1889
Trustmark National Bank Trust Department
Mississippi
$21M +$665K +1,337 +3%
QPW
1890
Quantum Private Wealth
Florida
$21M -$858K -1,724 -4%
LOPW
1891
Live Oak Private Wealth
North Carolina
$20.9M +$462K +929 +2%
WIM
1892
WealthPlan Investment Management
Nebraska
$20.9M +$7.32M +14,719 +54%
BAM
1893
Boyar Asset Management
New York
$20.9M -$253K -508 -1%
AA
1894
Advisory Alpha
Michigan
$20.9M +$1.25M +2,514 +6%
AAP
1895
Ardsley Advisory Partners
Connecticut
$20.9M +$15.1M +30,300 +259%
VIS
1896
Vega Investment Solutions
France
$20.9M -$11.8M -23,635 -36%
AWE
1897
Avidian Wealth Enterprises
Texas
$20.9M +$1.58M +3,173 +8%
HRC
1898
Hoertkorn Richard Charles
$20.9M -$196K -394 -0.9%
MCM
1899
Morton Capital Management
California
$20.9M +$430K +865 +2%
WC
1900
Waterloo Capital
Texas
$20.8M +$2.27M +4,571 +12%