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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 %
WEG
2251
World Equity Group
Illinois
$14.6M -$4.35M -8,739 -23%
FWA
2252
FSM Wealth Advisors
Ohio
$14.6M +$3.05M +6,124 +26%
KAM
2253
Knightsbridge Asset Management
California
$14.6M +$8.8M +17,685 +152%
GWM
2254
Glass Wealth Management
Texas
$14.6M -$73.1K -147 -0.5%
KIC
2255
Kensington Investment Counsel
California
$14.5M +$355K +713 +3%
MCM
2256
McDonough Capital Management
Florida
$14.5M +$458K +921 +3%
CCA
2257
Childress Capital Advisors
Texas
$14.4M +$1.27M +2,548 +10%
SCP
2258
Seizert Capital Partners
Michigan
$14.4M -$441K -887 -3%
CA
2259
Cambridge Advisors
Nebraska
$14.4M -$73.6K -148 -0.5%
SFI
2260
SPC Financial Inc
Maryland
$14.4M -$95K -191 -0.7%
TWP
2261
Tyche Wealth Partners
Texas
$14.4M -$1.66M -3,331 -10%
AIA
2262
AIMZ Investment Advisors
California
$14.4M -$202K -407 -1%
AW
2263
Atlas Wealth
Ohio
$14.4M +$9.35K +19 +0.1%
LI
2264
LRI Investments
Florida
$14.4M +$218K +837 +2%
AIS
2265
AM Investment Strategies
Tennessee
$14.4M +$174K +350 +1%
SL
2266
Sentry LLC
Tennessee
$14.3M +$26.4K +53 +0.2%
PDL
2267
Portfolio Design Labs
California
$14.3M -$7.55M -15,176 -34%
BCM
2268
Buckhead Capital Management
Georgia
$14.3M -$1.25M -2,514 -8%
HCA
2269
Harbour Capital Advisors
Virginia
$14.3M -$38.3K -78 -0.3%
FPGT
2270
Financial Partners Group (Tennessee)
Tennessee
$14.3M +$28.4K +57 +0.2%
SLG
2271
Stanley-Laman Group
Pennsylvania
$14.3M -$1.83M -3,688 -11%
CA
2272
CGN Advisors
Kansas
$14.3M -$294K -592 -2%
CLA
2273
Carnegie Lake Advisors
New Jersey
$14.3M -$1.96M -3,945 -12%
ESB
2274
Essex Savings Bank
Connecticut
$14.3M -$614K -1,234 -4%
PDM
2275
Penn Davis McFarland
Texas
$14.3M -$19.9K -40 -0.1%