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Microsoft

5,695 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, 2,514 increasing their positions, 2,572 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,695
Holders Change
+14
Holders Change %
+0.25%
% of All Funds
76.32%
Holding in Top 10
3,093
Holding in Top 10 Change
+299
Holding in Top 10 Change %
+10.7%
% of All Funds
41.45%
New
230
Increased
2,514
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 %
TFP
3226
Tilia Fiduciary Partners
North Carolina
$6.54M +$85.1K +171 +1%
HNWAG
3227
High Net Worth Advisory Group
Florida
$6.54M +$30.4K +61 +0.5%
VFG
3228
Victory Financial Group
Texas
$6.54M +$1.1M +2,218 +20%
SWM
3229
StoneCrest Wealth Management
Arizona
$6.54M -$118K -237 -2%
GC
3230
Guidance Capital
Kentucky
$6.53M -$94.9K -181 -1%
LIG
3231
Lokken Investment Group
Delaware
$6.52M +$154K +310 +2%
BSSFA
3232
Baron Silver Stevens Financial Advisors
Florida
$6.52M +$240K +482 +4%
WCM
3233
WealthBridge Capital Management
Ohio
$6.51M +$41.8K +84 +0.6%
HCM
3234
Hillman Capital Management
Maryland
$6.51M -$1.52M -3,050 -19%
ORC
3235
O'Rourke & Company
Massachusetts
$6.51M -$10.4K -21 -0.2%
REMPR
3236
Roof Eidam Maycock Peralta (REMP)
California
$6.5M -$26.9K -54 -0.4%
KWM
3237
Kingsman Wealth Management
Florida
$6.49M +$116K +234 +2%
FFG
3238
Floyd Financial Group
Missouri
$6.49M -$1.24M -2,484 -16%
PCA
3239
Peddock Capital Advisors
Massachusetts
$6.49M -$9.45K -19 -0.1%
LRIA
3240
Leonard Rickey Investment Advisors
Washington
$6.48M +$291K +585 +5%
WPWM
3241
Western Pacific Wealth Management
Illinois
$6.48M +$170K +341 +3%
ATWA
3242
Arbor Trust Wealth Advisors
Michigan
$6.48M -$700K -1,408 -10%
CYG
3243
Clean Yield Group
Vermont
$6.47M -$89.5K -180 -1%
CV
3244
Counterweight Ventures
North Carolina
$6.47M +$134K +269 +2%
DI
3245
DAGCO Inc
Ohio
$6.47M +$73.1K +147 +1%
WIM
3246
Wittenberg Investment Management
Massachusetts
$6.46M -$199K -400 -3%
GWS
3247
Greykasell Wealth Strategies
California
$6.46M -$22.4K -45 -0.3%
BFAG
3248
Blackston Financial Advisory Group
Florida
$6.46M +$173K +347 +3%
AF
3249
AGP Franklin
Tennessee
$6.45M +$58.2K +117 +0.9%
GGA
3250
Granite Group Advisors
Connecticut
$6.44M -$910K -1,830 -12%