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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 %
WAS
1926
Winch Advisory Services
Wisconsin
$20.3M -$434K -873 -2%
TCM
1927
Thames Capital Management
New Jersey
$20.3M
AFP
1928
Ausdal Financial Partners
Iowa
$20.3M +$2.09M +4,198 +11%
ISB
1929
Iowa State Bank
Iowa
$20.3M -$60.7K -122 -0.3%
UHC
1930
Union Heritage Capital
Michigan
$20.2M
LWL
1931
Leo Wealth LLC
Texas
$20.2M +$11.9M +23,996 +143%
KCPG
1932
Kavar Capital Partners Group
Kansas
$20.2M -$163K -327 -0.8%
LGWM
1933
Litman Gregory Wealth Management
California
$20.2M -$200K -402 -1%
BE
1934
Bonness Enterprises
District of Columbia
$20.2M
BFG
1935
Berger Financial Group
Minnesota
$20.2M -$273K -549 -1%
SFP
1936
Shepherd Financial Partners
Massachusetts
$20.2M -$53.7K -108 -0.3%
HCP
1937
Hamilton Capital Partners
Georgia
$20.2M -$35.8K -72 -0.2%
BMWM
1938
Brown Miller Wealth Management
Virginia
$20.1M +$18.4K +37 +0.1%
SP
1939
Stonebrook Private
Michigan
$20.1M -$218K -438 -1%
RBC
1940
Romano Brothers & Co
Illinois
$20.1M -$499K -1,003 -2%
UWM
1941
Udine Wealth Management
Florida
$20M +$84.6K +170 +0.4%
HP
1942
Hound Partners
New York
$19.9M -$2.21M -4,451 -10%
QC
1943
Quent Capital
New York
$19.9M +$326K +656 +2%
GSEP
1944
Golden State Equity Partners
California
$19.9M +$864K +1,736 +5%
ACP
1945
Aviance Capital Partners
Florida
$19.9M +$148K +297 +0.7%
DTC
1946
Davidson Trust Company
Washington
$19.9M -$642K -1,291 -3%
SCA
1947
Stokes Capital Advisors
South Carolina
$19.9M +$266K +534 +1%
BBP
1948
Banco BTG Pactual
Brazil
$19.9M +$3M +6,030 +18%
RGC
1949
Roberts, Glore & Co
Illinois
$19.9M -$793K -1,594 -4%
TPI
1950
Trust Point Inc
Wisconsin
$19.8M +$1.64M +3,291 +9%