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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 %
ACM
3576
Advance Capital Management
Michigan
$4.87M +$87K +175 +2%
PWP
3577
Precedent Wealth Partners
Texas
$4.87M +$334K +671 +7%
WWG
3578
West Wealth Group
California
$4.87M +$147K +280 +3%
GAA
3579
Global Assets Advisory
Florida
$4.86M -$4.49M -9,129 -48%
FFG
3580
Fiduciary Financial Group
California
$4.86M +$72.8K +148 +2%
RFG
3581
RFP Financial Group
Georgia
$4.85M -$996K -2,003 -17%
PC
3582
Pecaut & Co
Iowa
$4.85M -$34.3K -69 -0.7%
RC
3583
RBO & Co
California
$4.84M -$45.3K -91 -0.9%
AWM
3584
Accel Wealth Management
Iowa
$4.84M +$101K +203 +2%
GA
3585
Goldstein Advisors
Wisconsin
$4.84M -$560K -1,126 -10%
MWM
3586
Massachusetts Wealth Management
Massachusetts
$4.83M
MFG
3587
Mainsail Financial Group
Washington
$4.83M -$49.6K -98 -1%
AHL
3588
Abel Hall LLC
Louisiana
$4.83M +$1.25M +2,516 +35%
CFSG
3589
Clark Financial Services Group
Missouri
$4.82M +$24.9K +50 +0.5%
LFA
3590
Laraway Financial Advisors
Minnesota
$4.82M -$137K -276 -3%
FC
3591
Fairscale Capital
New Hampshire
$4.82M +$387K +725 +9%
AWMT
3592
AAFMAA Wealth Management & Trust
North Carolina
$4.81M -$303K -609 -6%
MMHP
3593
Murphy Middleton Hinkle & Parker
Georgia
$4.81M
RA
3594
Rockingstone Advisors
Massachusetts
$4.8M -$831K -1,670 -15%
WWM
3595
Wagner Wealth Management
South Carolina
$4.79M +$405K +814 +9%
KCP
3596
Kera Capital Partners
California
$4.79M -$3.4M -6,834 -42%
PFG
3597
PAX Financial Group
Texas
$4.79M -$1.48M -2,977 -24%
RPCA
3598
Running Point Capital Advisors
California
$4.78M -$272K -547 -5%
PWM
3599
Prentice Wealth Management
New York
$4.77M -$156K -314 -3%
OGC
3600
Oak Grove Capital
New Hampshire
$4.77M -$17.1M -34,322 -78%