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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 %
OBWG
3026
Onyx Bridge Wealth Group
New York
$7.55M +$10.9K +22 +0.1%
CWP
3027
Core Wealth Partners
California
$7.54M +$235K +472 +3%
SPWM
3028
Spartan Planning & Wealth Management
North Carolina
$7.54M +$7.54M +15,152 New
LAI
3029
Legal Advantage Investments
California
$7.54M -$37.3K -75 -0.5%
BCP
3030
Berkeley Capital Partners
Georgia
$7.53M +$115K +232 +2%
CSB
3031
City State Bank
Iowa
$7.53M +$253K +508 +3%
TA
3032
TFB Advisors
Kansas
$7.53M +$23.4K +47 +0.3%
AFA
3033
AA Financial Advisors
Ohio
$7.53M +$273K +549 +4%
IWM
3034
Iams Wealth Management
Nebraska
$7.52M +$1.38M +2,767 +22%
SFG
3035
Sovereign Financial Group
Connecticut
$7.52M -$200K -402 -3%
WW
3036
Waterfront Wealth
Kansas
$7.52M -$21.4K -43 -0.3%
CG
3037
Corundum Group
Colorado
$7.52M -$408K -820 -5%
BTWM
3038
Brass Tax Wealth Management
Ohio
$7.51M +$469K +942 +7%
BA
3039
Bluesphere Advisors
Pennsylvania
$7.51M -$9.95K -20 -0.1%
AC
3040
AlpenGlobal Capital
California
$7.5M -$105K -211 -1%
WI
3041
Westbourne Investments
Virginia
$7.5M -$2.93M -5,889 -28%
AFG
3042
ABLE Financial Group
Arizona
$7.49M -$41.8K -84 -0.6%
KOC
3043
Koss-Olinger Consulting
Florida
$7.48M -$185K -372 -2%
CASB
3044
Cape Ann Savings Bank
Massachusetts
$7.47M -$786K -1,580 -10%
WAM
3045
Werlinich Asset Management
Connecticut
$7.46M
VPW
3046
Variant Private Wealth
Virginia
$7.46M -$33.8K -68 -0.5%
MPCA
3047
Madison Park Capital Advisors
Washington
$7.46M -$229K -460 -3%
HWM
3048
Hemington Wealth Management
Virginia
$7.46M +$381K +766 +5%
CWA
3049
Consilium Wealth Advisory
Texas
$7.45M -$17.4K -35 -0.2%
WG
3050
Winton Group
United Kingdom
$7.45M +$4.84M +9,740 +186%