MSFT icon

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 %
GWP
2926
Gateway Wealth Partners
Wisconsin
$8.09M +$453K +911 +6%
EA
2927
Ellsworth Advisors
Ohio
$8.09M +$171K +343 +2%
WSA
2928
Warm Springs Advisors
California
$8.09M +$1.27M +2,552 +19%
RFA
2929
ROI Financial Advisors
Oregon
$8.08M -$297K -598 -4%
LC
2930
Legacy CG
Texas
$8.08M -$577K -1,160 -7%
NED
2931
Nancy E. Dempze
$8.07M +$250K +503 +3%
AWP
2932
Accretive Wealth Partners
New Jersey
$8.06M +$88K +177 +1%
FA
2933
Financial Avengers
California
$8.06M +$22.4K +45 +0.3%
UW
2934
Unique Wealth
Florida
$8.05M +$298K +599 +4%
CWM
2935
C2C Wealth Management
Arizona
$8.05M
BBWA
2936
Bell & Brown Wealth Advisors
California
$8.05M -$319K -642 -4%
BTC
2937
Bank & Trust Company
Illinois
$8.05M -$39.8K -80 -0.5%
ATIA
2938
American Trust Investment Advisors
New Hampshire
$8.05M -$956K -1,922 -11%
LA
2939
LexAurum Advisors
Kansas
$8.03M +$42.3K +85 +0.5%
SC
2940
Sierra Capital
Florida
$8.03M -$94K -189 -1%
PWSG
2941
Pacific Wealth Strategies Group
California
$8.03M +$1.65M +3,090 +26%
SL
2942
Siren LLC
Connecticut
$8.03M -$6.14M -12,350 -43%
PK
2943
Pflug Koory
Nebraska
$8.03M +$6.47K +13 +0.1%
SNBOSCI
2944
Security National Bank of Sioux City Iowa
Iowa
$8.02M +$181K +363 +2%
SI
2945
Seeds Investor
New York
$8.01M +$1.24M +2,502 +18%
WCM
2946
Weaver Capital Management
Georgia
$8M +$689K +1,386 +9%
PAWA
2947
Palo Alto Wealth Advisors
California
$8M +$52.7K +106 +0.7%
TC
2948
Truvestments Capital
Florida
$7.99M -$269K -541 -3%
WFS
2949
Widmann Financial Services
Maryland
$7.98M +$61.7K +124 +0.8%
NRC
2950
New Republic Capital
North Carolina
$7.98M +$409K +823 +5%