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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 %
RA
3676
Riversedge Advisors
Delaware
$4.52M +$1.25M +2,518 +38%
PWS
3677
Proactive Wealth Strategies
Georgia
$4.52M -$22.9K -46 -0.5%
IQI
3678
Integrated Quantitative Investments
Washington
$4.52M +$4.52M +9,089 New
KW
3679
KWB Wealth
California
$4.52M -$74K -197 -2%
SWM
3680
Salvus Wealth Management
New Jersey
$4.52M -$36.8K -74 -0.8%
PTC
3681
Provident Trust Company
Wisconsin
$4.51M
MWM
3682
MinichMacGregor Wealth Management
New York
$4.51M -$651K -1,309 -13%
FLP
3683
Financial Life Planners
Arizona
$4.51M -$2.17M -4,353 -32%
BC
3684
Barrett & Company
Rhode Island
$4.5M +$274K +551 +6%
LCM
3685
Legato Capital Management
California
$4.5M -$158K -317 -3%
LAS
3686
LWM Advisory Services
Florida
$4.49M -$226K -454 -5%
PIM
3687
Pullen Investment Management
Florida
$4.49M +$6.96K +14 +0.2%
SSA
3688
SSA Swiss Advisors
$4.49M +$746K +1,480 +20%
LI
3689
LifeWealth Investments
Florida
$4.49M -$30.3K -61 -0.7%
LCWP
3690
Legacy Capital Wealth Partners
Arkansas
$4.49M +$1.49K +3 +0%
SNPAM
3691
St. Nicholas Private Asset Management
Florida
$4.48M +$583K +1,173 +15%
GCM
3692
Glynn Capital Management
California
$4.48M -$102K -205 -2%
PFW
3693
Petros Family Wealth
Minnesota
$4.48M +$71.1K +143 +2%
VWM
3694
Vigilare Wealth Management
Arizona
$4.47M +$230K +463 +5%
TWA
3695
Talisman Wealth Advisors
New Jersey
$4.47M -$18.9K -38 -0.4%
HWA
3696
Heartwood Wealth Advisors
Virginia
$4.46M +$551K +1,107 +14%
MFG
3697
Monte Financial Group
Connecticut
$4.46M +$256K +514 +6%
AWA
3698
Aletheian Wealth Advisors
Washington
$4.45M -$215K -432 -5%
WWM
3699
Waterway Wealth Management
Texas
$4.45M +$1.5M +3,024 +51%
AWM
3700
Ariadne Wealth Management
California
$4.45M -$74.4K -143 -2%