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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 %
KHCM
3526
Kirtland Hills Capital Management
Ohio
$5.12M +$432K +869 +9%
HTI
3527
Hikari Tsushin Inc
Japan
$5.11M
KFS
3528
Keynote Financial Services
Connecticut
$5.11M -$91K -183 -2%
HS
3529
HighVista Strategies
Massachusetts
$5.1M +$249K +500 +5%
CWA
3530
Clarity Wealth Advisors
California
$5.1M +$81.1K +163 +2%
SA
3531
Strategic Advocates
Utah
$5.09M +$224K +450 +5%
PFA
3532
Pathway Financial Advisers
Indiana
$5.09M +$226K +455 +5%
1WM
3533
1900 Wealth Management
Texas
$5.09M -$1.03M -2,066 -17%
IWP
3534
Invenio Wealth Partners
Florida
$5.08M -$253K -508 -5%
SFC
3535
Swisher Financial Concepts
Ohio
$5.08M -$143K -287 -3%
CTFG
3536
Capstone Triton Financial Group
Oklahoma
$5.07M +$5.07M +10,193 New
KFG
3537
Kelly Financial Group
Connecticut
$5.06M +$135K +271 +3%
FPWM
3538
FSB Premier Wealth Management
Iowa
$5.06M +$482K +969 +11%
TWM
3539
TCFG Wealth Management
California
$5.06M -$533K -1,071 -10%
VBFP
3540
Valtinson Bruner Financial Planning
Minnesota
$5.05M +$2.13M +4,281 +73%
FSA
3541
Financial Sense Advisors
California
$5.05M -$153K -308 -3%
SWA
3542
Strata Wealth Advisors
Texas
$5.04M +$304K +612 +6%
CF
3543
Claris Financial
Virginia
$5.04M -$1.74M -3,507 -26%
S
3544
Sachetta
Massachusetts
$5.04M -$202K -406 -4%
BWM
3545
Baron Wealth Management
Michigan
$5.02M +$692K +1,392 +16%
LK
3546
Lumbard & Kellner
New Hampshire
$5.02M
SIAG
3547
Safeguard Investment Advisory Group
California
$5.02M -$1.02M -2,044 -17%
SEP
3548
Southland Equity Partners
Missouri
$5.02M +$164K +330 +3%
OWA
3549
Opal Wealth Advisors
New York
$5M +$454K +913 +10%
CCG
3550
Catalina Capital Group
California
$4.99M -$1.01M -2,028 -17%