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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 %
DWA
3701
Delap Wealth Advisory
Oregon
$4.44M -$25.4K -51 -0.6%
SFG
3702
Seamount Financial Group
Colorado
$4.44M +$1.39M +2,799 +46%
FAM
3703
Flaharty Asset Management
Florida
$4.42M -$99.5K -200 -2%
BWM
3704
BCS Wealth Management
Tennessee
$4.41M +$912K +1,834 +26%
NWM
3705
NRI Wealth Management
California
$4.41M +$772K +1,553 +21%
BCM
3706
Barden Capital Management
Texas
$4.4M -$159K -319 -3%
PHAM
3707
Palisades Hudson Asset Management
Florida
$4.4M
FCM
3708
Fieldview Capital Management
Michigan
$4.39M +$242K +486 +6%
FWP
3709
Forefront Wealth Partners
Texas
$4.39M +$288K +672 +7%
GCM
3710
Generation Capital Management
New York
$4.39M +$54.2K +109 +1%
FH
3711
FWG Holdings
Florida
$4.38M +$39.1K +73 +0.9%
1CP
3712
17 Capital Partners
Arizona
$4.36M -$183K -368 -4%
NFC
3713
Northstar Financial Companies
Pennsylvania
$4.36M -$262K -527 -6%
SCM
3714
Sterneck Capital Management
Missouri
$4.34M -$15.4K -31 -0.4%
RA
3715
Rise Advisors
New York
$4.34M +$62.2K +125 +1%
CFP
3716
Comprehensive Financial Planning
Pennsylvania
$4.34M +$287K +576 +7%
PSFG
3717
Park Square Financial Group
Georgia
$4.34M -$148K -298 -3%
PA
3718
PFW Advisors
Georgia
$4.33M -$565K -1,136 -12%
RCM
3719
Riverpark Capital Management
New York
$4.32M -$174K -350 -4%
VP
3720
Verum Partners
North Carolina
$4.32M +$355K +713 +9%
BWG
3721
Boomfish Wealth Group
Georgia
$4.31M +$23.9K +48 +0.6%
SL
3722
Sentinus LLC
Illinois
$4.31M +$598K +1,202 +16%
GAMC
3723
Garner Asset Management Corp
Texas
$4.31M -$214K -431 -5%
IVP
3724
Intrinsic Value Partners
Arizona
$4.31M -$124K -249 -3%
BBNB
3725
Baker Boyer National Bank
Washington
$4.31M -$4.97K -10 -0.1%