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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 %
ACM
1876
Alight Capital Management
New York
$21.1M +$1.24M +2,500 +6%
SHFA
1877
SS&H Financial Advisors
Michigan
$21.1M -$717K -1,442 -3%
TCCM
1878
Timber Creek Capital Management
Massachusetts
$21.1M -$1.05M -1,989 -5%
MFA
1879
Mayflower Financial Advisors
Massachusetts
$21.1M -$74.6K -150 -0.4%
YLHM
1880
Yelin Lapidot Holdings Management
Israel
$21M +$5.97K +12 +0%
HL
1881
HeadInvest LLC
Maine
$21M -$4M -8,035 -16%
AFCM
1882
Alta Fox Capital Management
Texas
$21M
LSPW
1883
Lake Street Private Wealth
Illinois
$21M +$265K +533 +1%
WA
1884
Wealth Alliance
New York
$21M -$78.1K -157 -0.4%
APP
1885
Avantax Planning Partners
Iowa
$21M +$688K +1,383 +3%
FHWM
1886
Fox Hill Wealth Management
Massachusetts
$21M +$116K +234 +0.6%
WA
1887
WBH Advisory
Maryland
$21M -$8.48M -17,048 -29%
TNBTD
1888
Trustmark National Bank Trust Department
Mississippi
$21M +$665K +1,337 +3%
QPW
1889
Quantum Private Wealth
Florida
$21M -$858K -1,724 -4%
LOPW
1890
Live Oak Private Wealth
North Carolina
$20.9M +$462K +929 +2%
WIM
1891
WealthPlan Investment Management
Nebraska
$20.9M +$7.32M +14,719 +54%
BAM
1892
Boyar Asset Management
New York
$20.9M -$253K -508 -1%
AA
1893
Advisory Alpha
Michigan
$20.9M +$1.25M +2,514 +6%
AAP
1894
Ardsley Advisory Partners
Connecticut
$20.9M +$15.1M +30,300 +259%
VIS
1895
Vega Investment Solutions
France
$20.9M -$11.8M -23,635 -36%
AWE
1896
Avidian Wealth Enterprises
Texas
$20.9M +$1.58M +3,173 +8%
HRC
1897
Hoertkorn Richard Charles
$20.9M -$196K -394 -0.9%
MCM
1898
Morton Capital Management
California
$20.9M +$430K +865 +2%
WC
1899
Waterloo Capital
Texas
$20.8M +$2.27M +4,571 +12%
EPAM
1900
Evelyn Partners Asset Management
$20.8M +$20.8M +83,629 +124,819%