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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, 2,515 increasing their positions, 2,571 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
2,515
Reduced
2,571
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 %
W
4001
WealthCollab
Washington
$3.3M +$110K +221 +3%
FP
4002
Fiduciary Planning
Florida
$3.3M -$418K -841 -11%
RCS
4003
Retirement Capital Strategies
California
$3.29M -$51.2K -103 -2%
CFO
4004
Capitol Family Office
Oregon
$3.29M -$90.5K -182 -3%
BFS
4005
Burkett Financial Services
South Carolina
$3.29M -$11.4K -23 -0.3%
NEWAS
4006
N.E.W. Advisory Services
Wisconsin
$3.29M -$1.21M -2,438 -27%
MWPCG
4007
Measured Wealth Private Client Group
New Hampshire
$3.28M +$89.5K +180 +3%
TCPW
4008
Twin City Private Wealth
North Carolina
$3.28M -$319K -641 -9%
TIP
4009
Tandem Investment Partners
New Jersey
$3.28M +$183K +367 +6%
CL
4010
CVFG LLC
Indiana
$3.27M -$30.3K -61 -0.9%
MTC
4011
Matrix Trust Company
Colorado
$3.27M +$115K +232 +4%
TWPM
4012
Total Wealth Planning & Management
Florida
$3.26M -$14.9K -30 -0.5%
BMM
4013
Berkshire Money Management
Massachusetts
$3.26M +$19.9K +40 +0.6%
FFAM
4014
Forge First Asset Management
Canada
$3.25M -$5.37M -10,800 -62%
JTWM
4015
Jackson Thornton Wealth Management
Alabama
$3.24M +$58.6K +118 +2%
GWP
4016
Gen-Wealth Partners
Michigan
$3.24M -$47.3K -95 -1%
LWM
4017
Laidlaw Wealth Management
New York
$3.24M -$542K -1,090 -14%
RDFA
4018
Ritter Daniher Financial Advisory
Ohio
$3.24M +$25.4K +51 +0.8%
IFPG
4019
Intrepid Financial Planning Group
Indiana
$3.24M -$11.9K -24 -0.4%
SRL
4020
Scientech Research LLC
New Jersey
$3.23M +$3.23M +6,495 New
MA
4021
MBA Advisors
Pennsylvania
$3.23M -$243K -488 -7%
MCM
4022
Magnolia Capital Management
New York
$3.23M
BBA
4023
Braun-Bostich & Associates
Pennsylvania
$3.23M -$32.8K -66 -1%
VWA
4024
VSM Wealth Advisory
Maryland
$3.22M
PWP
4025
Phillips Wealth Planners
Mississippi
$3.22M -$89.4K -180 -3%