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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 %
SWA
2151
Sax Wealth Advisors
New Jersey
$16.3M +$2.3M +4,625 +16%
TPWA
2152
TRUE Private Wealth Advisors
Oregon
$16.3M -$839K -1,686 -5%
BIM
2153
Baldwin Investment Management
Pennsylvania
$16.3M -$120K -242 -0.7%
DCM
2154
Dudley Capital Management
Virginia
$16.2M -$71.1K -143 -0.4%
KCM
2155
Kathmere Capital Management
Pennsylvania
$16.2M +$584K +1,175 +4%
HA
2156
Herold Advisors
New York
$16.2M -$2.59M -5,203 -14%
ACA
2157
Atlas Capital Advisors
Wyoming
$16.2M -$893K -1,796 -5%
AC
2158
Asio Capital
Kentucky
$16.2M +$356K +716 +2%
FPCP
2159
Fort Point Capital Partners
California
$16.2M +$1.16M +2,329 +8%
PPWM
2160
Paragon Private Wealth Management
Kentucky
$16.2M +$282K +566 +2%
AR
2161
Advisory Research
Illinois
$16.1M +$2.4M +4,833 +18%
MC
2162
Muhlenkamp & Co
Pennsylvania
$16.1M +$34.8K +70 +0.2%
RBFC
2163
Roman Butler Fullerton & Co
Missouri
$16.1M +$979K +1,906 +6%
TWA
2164
TCI Wealth Advisors
Arizona
$16.1M -$1.04M -2,095 -6%
CWM
2165
Chronos Wealth Management
Florida
$16.1M -$155K -312 -1%
PCA
2166
Prosperity Capital Advisors
Ohio
$16M +$2.8M +5,626 +21%
BDL
2167
Banque de Luxembourg
Luxembourg
$16M -$37.9K -101 -0.2%
BFO
2168
Biltmore Family Office
North Carolina
$16M -$1.52M -3,061 -9%
JGUA
2169
John G. Ullman & Associates
New York
$16M -$70.6K -142 -0.4%
GCM
2170
GKV Capital Management
California
$16M -$57.7K -116 -0.4%
CA
2171
CoreCap Advisors
Michigan
$16M -$4.1M -8,239 -20%
EWM
2172
Elevatus Welath Management
New York
$16M +$5.75M +11,564 +56%
CD
2173
Chapin Davis
Maryland
$16M -$5.41M -10,883 -25%
MGWM
2174
Marks Group Wealth Management
Minnesota
$15.9M -$221K -445 -1%
PCH
2175
PGIM Custom Harvest
New Jersey
$15.9M +$161K +323 +1%