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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 %
CWM
4026
Cherrydale Wealth Management
New Jersey
$3.22M +$74.1K +149 +2%
WFM
4027
Wolff Financial Management
Michigan
$3.22M +$51.7K +104 +2%
RWA
4028
Rooted Wealth Advisors
Illinois
$3.22M +$34.7K +69 +1%
TWM
4029
TriaGen Wealth Management
California
$3.22M +$766K +1,540 +31%
LFASL
4030
Lugano Financial Advisors SA (LFA)
Switzerland
$3.22M +$154K +310 +5%
FCMA
4031
Foresight Capital Management Advisors
Michigan
$3.22M -$1.24M -2,491 -28%
TCM
4032
Towercrest Capital Management
Pennsylvania
$3.21M +$68.1K +137 +2%
PFM
4033
Phillips Financial Management
Indiana
$3.21M +$424K +852 +15%
RA
4034
RoundAngle Advisors
New Jersey
$3.21M +$4.48K +9 +0.1%
CBOR
4035
Community Bank of Raymore
Missouri
$3.21M +$159K +320 +5%
OFO
4036
OneAscent Family Office
Alabama
$3.21M -$3.13M -6,286 -49%
EWM
4037
Elmwood Wealth Management
California
$3.21M +$3.98K +8 +0.1%
KOMWMG
4038
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.2M -$312K -627 -9%
GWM
4039
GK Wealth Management
Nevada
$3.2M -$346K -695 -10%
PC
4040
Promus Capital
Illinois
$3.2M +$259K +520 +9%
EWS
4041
Eagle Wealth Strategies
New Jersey
$3.2M -$119K -239 -4%
ORG
4042
Optimist Retirement Group
Washington
$3.2M -$68.6K -138 -2%
GPW
4043
Genesis Private Wealth
Virginia
$3.2M +$107K +216 +3%
ACMA
4044
Arbor Capital Management (Alaska)
Alaska
$3.2M +$189K +360 +6%
ACM
4045
Aurdan Capital Management
Pennsylvania
$3.19M +$50.7K +102 +2%
SRWM
4046
Shira Ridge Wealth Management
California
$3.19M +$1.49K +3 +0%
HPBT
4047
Hickory Point Bank & Trust
Illinois
$3.19M -$4.97K -10 -0.2%
AWC
4048
Adamsbrown Wealth Consultants
Kansas
$3.19M +$86.6K +174 +3%
SWM
4049
Seed Wealth Management
Illinois
$3.18M +$130K +261 +4%
NP
4050
Ninepoint Partners
Ontario, Canada
$3.18M +$7.96K +16 +0.3%