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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 %
AFWM
2501
AMJ Financial Wealth Management
Virginia
$11.4M -$5.97K -12 -0.1%
AIA
2502
AssuredPartners Investment Advisors
Florida
$11.4M -$2.27M -4,557 -17%
SOS
2503
Silver Oak Securities
Tennessee
$11.4M +$163K +328 +1%
SFC
2504
SYM Financial Corp
Indiana
$11.4M +$871K +1,751 +8%
CFP
2505
Cascade Financial Partners
California
$11.4M +$82.1K +165 +0.7%
LAM
2506
LOM Asset Management
$11.4M +$11.4M +22,913 New
TWP
2507
Triad Wealth Partners
Kansas
$11.4M +$3.82M +7,672 +50%
CE
2508
Cornerstone Enterprises
Wisconsin
$11.4M -$932K -1,874 -8%
SC
2509
Solstein Capital
California
$11.3M +$623K +1,252 +6%
CPA
2510
Capital Performance Advisors
California
$11.3M -$666K -1,338 -6%
NF
2511
Nikulski Financial
Iowa
$11.3M +$864K +1,737 +8%
AC
2512
Arrow Capital
Australia
$11.3M -$1.95M -2,573 -15%
PWA
2513
Providence Wealth Advisors
Illinois
$11.3M +$495K +948 +5%
SAS
2514
Stelac Advisory Services
New York
$11.3M +$44.8K +90 +0.4%
SP
2515
Stablepoint Partners
Massachusetts
$11.3M -$52.2K -105 -0.5%
PB
2516
Pinnacle Bancorp
Nebraska
$11.3M +$1.49K +3 +0%
ALAM
2517
Asahi Life Asset Management
Japan
$11.3M -$97.5K -196 -0.9%
EFG
2518
Ethos Financial Group
Pennsylvania
$11.3M -$9.59M -19,274 -46%
VFA
2519
Voya Financial Advisors
Connecticut
$11.2M +$38.2K +77 +0.3%
RFA
2520
Resurgent Financial Advisors
Georgia
$11.2M +$289K +582 +3%
SCM
2521
SOL Capital Management
Maryland
$11.2M -$35.3K -71 -0.3%
ISWM
2522
Independent Solutions Wealth Management
New York
$11.2M -$159K -320 -1%
AWC
2523
Abundance Wealth Counselors
Pennsylvania
$11.2M +$376K +764 +3%
CA
2524
Centerpoint Advisors
Massachusetts
$11.2M -$148K -298 -1%
CFMC
2525
Curbstone Financial Management Corp
New Hampshire
$11.2M -$85.1K -171 -0.8%