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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 %
LWA
2426
Lineweaver Wealth Advisors
Ohio
$12.2M -$375K -754 -3%
CPA
2427
Cardiff Park Advisors
California
$12.2M -$361K -726 -3%
LAIC
2428
Lederer & Associates Investment Counsel
California
$12.2M -$649K -1,305 -5%
DW30
2429
Drucker Wealth 3.0
New Jersey
$12.2M +$1.86M +3,692 +18%
MVA
2430
Mount Vernon Associates
Maryland
$12.2M -$62.2K -125 -0.5%
SPW
2431
Sonoma Private Wealth
California
$12.2M -$1.76M -3,536 -13%
ATC
2432
Adirondack Trust Company
New York
$12.2M +$38.3K +77 +0.3%
BWM
2433
Bulltick Wealth Management
Florida
$12.2M -$1.56M -3,133 -11%
CCM
2434
Carderock Capital Management
Maryland
$12.2M +$324K +651 +3%
MCM
2435
Marathon Capital Management
Maryland
$12.2M -$1.29M -2,590 -10%
PP
2436
Pacifica Partners
Canada
$12.1M -$291K -587 -2%
ECM
2437
Elgethun Capital Management
South Dakota
$12.1M -$95K -191 -0.8%
UAG
2438
United Advisor Group
Ohio
$12.1M +$662K +1,330 +6%
AAM
2439
AR Asset Management
California
$12.1M +$59.7K +120 +0.5%
PWAM
2440
Pinnacle West Asset Management
Wyoming
$12.1M -$49.7K -100 -0.4%
HIM
2441
Herald Investment Management
United Kingdom
$12.1M -$1.22M -2,445 -9%
GP
2442
Geneva Partners
Wisconsin
$12.1M -$7.46K -15 -0.1%
CH
2443
Canton Hathaway
Rhode Island
$12.1M +$4.97K +10 +0%
LCM
2444
Leisure Capital Management
California
$12.1M -$158K -318 -1%
WPA
2445
Wealth Preservation Advisors
Tennessee
$12M -$2.99K -6 -0%
LF
2446
Lantz Financial
Illinois
$12M +$288K +580 +2%
RCG
2447
Regatta Capital Group
California
$12M +$368K +739 +3%
EIA
2448
Eastover Investment Advisors
North Carolina
$12M -$376K -756 -3%
TCOK
2449
Trust Company of Kansas
Kansas
$12M +$399K +803 +3%
DE
2450
Diversified Enterprises
Delaware
$12M -$179K -360 -1%