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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 %
SFG
1926
Snider Financial Group
Washington
$20.4M -$1.06M -2,131 -5%
WAS
1927
Winch Advisory Services
Wisconsin
$20.3M -$434K -873 -2%
TCM
1928
Thames Capital Management
New Jersey
$20.3M
AFP
1929
Ausdal Financial Partners
Iowa
$20.3M +$2.09M +4,198 +11%
ISB
1930
Iowa State Bank
Iowa
$20.3M -$60.7K -122 -0.3%
UHC
1931
Union Heritage Capital
Michigan
$20.2M
LWL
1932
Leo Wealth LLC
Texas
$20.2M +$11.9M +23,996 +143%
KCPG
1933
Kavar Capital Partners Group
Kansas
$20.2M -$163K -327 -0.8%
LGWM
1934
Litman Gregory Wealth Management
California
$20.2M -$200K -402 -1%
BE
1935
Bonness Enterprises
District of Columbia
$20.2M
BFG
1936
Berger Financial Group
Minnesota
$20.2M -$273K -549 -1%
SFP
1937
Shepherd Financial Partners
Massachusetts
$20.2M -$53.7K -108 -0.3%
HCP
1938
Hamilton Capital Partners
Georgia
$20.2M -$35.8K -72 -0.2%
BMWM
1939
Brown Miller Wealth Management
Virginia
$20.1M +$18.4K +37 +0.1%
SP
1940
Stonebrook Private
Michigan
$20.1M -$218K -438 -1%
RBC
1941
Romano Brothers & Co
Illinois
$20.1M -$499K -1,003 -2%
UWM
1942
Udine Wealth Management
Florida
$20M +$84.6K +170 +0.4%
HP
1943
Hound Partners
New York
$19.9M -$2.21M -4,451 -10%
QC
1944
Quent Capital
New York
$19.9M +$326K +656 +2%
GSEP
1945
Golden State Equity Partners
California
$19.9M +$864K +1,736 +5%
ACP
1946
Aviance Capital Partners
Florida
$19.9M +$148K +297 +0.7%
DTC
1947
Davidson Trust Company
Washington
$19.9M -$642K -1,291 -3%
SCA
1948
Stokes Capital Advisors
South Carolina
$19.9M +$266K +534 +1%
BBP
1949
Banco BTG Pactual
Brazil
$19.9M +$3M +6,030 +18%
RGC
1950
Roberts, Glore & Co
Illinois
$19.9M -$793K -1,594 -4%