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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 %
BSCCG
3401
Blue Sky Capital Consultants Group
California
$5.7M +$226K +455 +4%
WIA
3402
Wealthedge Investment Advisors
New York
$5.69M -$3.27M -6,565 -36%
VIP
3403
Vista Investment Partners
Oklahoma
$5.69M -$542K -1,090 -9%
CMTU
3404
Capital Markets Trading (UK)
United Kingdom
$5.68M -$709K -1,426 -11%
BWM
3405
BlackDiamond Wealth Management
New York
$5.68M +$40.3K +82 +0.7%
PWM
3406
Proathlete Wealth Management
Florida
$5.67M +$15.9K +32 +0.3%
MFGM
3407
Marshall Financial Group (Maryland)
Maryland
$5.67M -$196K -394 -3%
BWA
3408
Burt Wealth Advisors
Maryland
$5.65M -$17.4K -35 -0.3%
AWA
3409
Alta Wealth Advisors
Massachusetts
$5.65M +$233K +468 +4%
CFD
3410
Creative Financial Designs
Indiana
$5.63M -$1.1M -2,221 -16%
CAM
3411
Creekmur Asset Management
Illinois
$5.63M +$1.63M +3,286 +41%
PG
3412
Proffitt & Goodson
Tennessee
$5.63M +$215K +432 +4%
HPM
3413
Hoxton Planning & Management
West Virginia
$5.62M +$99K +199 +2%
FA
3414
Fountainhead AM
New Jersey
$5.62M +$228K +458 +4%
SSW
3415
Smith Shellnut Wilson
Mississippi
$5.61M
QCIG
3416
Quad-Cities Investment Group
Iowa
$5.6M +$149K +300 +3%
LW
3417
Libra Wealth
California
$5.6M +$205K +412 +4%
CFA
3418
Cahill Financial Advisors
Minnesota
$5.59M -$124K -250 -2%
GWM
3419
Gitterman Wealth Management
New Jersey
$5.59M -$2.49K -5 -0%
TNAM
3420
Terra Nova Asset Management
New York
$5.59M -$397K -798 -7%
EFG
3421
Elm3 Financial Group
Georgia
$5.59M -$328K -659 -6%
OWM
3422
Opes Wealth Management
California
$5.58M -$187K -376 -3%
MLA
3423
MB, Levis & Associates
Pennsylvania
$5.58M -$2.98K -6 -0.1%
HIF
3424
Hill Island Financial
Michigan
$5.58M +$1.92M +3,868 +53%
BSAM
3425
Blue Square Asset Management
New York
$5.56M +$110K +222 +2%