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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 %
JFG
4176
JMG Financial Group
Illinois
$2.85M -$31.8K -64 -1%
MWM
4177
Maripau Wealth Management
Indiana
$2.85M +$301K +603 +12%
TAM
4178
Tealwood Asset Management
Minnesota
$2.85M -$61.2K -123 -2%
MWM
4179
MorganRosel Wealth Management
Colorado
$2.84M -$212K -427 -7%
DF
4180
Donoghue Forlines
Massachusetts
$2.84M +$2.84M +5,718 New
LWM
4181
Level Wealth Management
North Carolina
$2.84M -$27.9K -56 -1%
PCMN
4182
Paradigm Capital Management (Nevada)
Nevada
$2.84M +$24.9K +50 +0.9%
PA
4183
Pineridge Advisors
Missouri
$2.83M -$112K -225 -4%
DWM
4184
Dogwood Wealth Management
Kansas
$2.83M +$153K +308 +6%
PPC
4185
Pennington Partners & Co
Maryland
$2.83M -$247K -497 -8%
SWM
4186
Shelton Wealth Management
Texas
$2.83M +$1.2M +2,421 +74%
RH
4187
RFG Holdings
Texas
$2.82M +$1.03M +2,074 +58%
RAS
4188
RPS Advisory Solutions
Kentucky
$2.82M +$258K +518 +10%
BMWS
4189
Brady Martz Wealth Solutions
North Dakota
$2.82M -$488K -981 -15%
TCB
4190
Texas Capital Bancshares
Texas
$2.82M -$4.97K -10 -0.2%
JFGLC
4191
Johnson Financial Group LLC (Colorado)
Colorado
$2.81M -$1.39M -2,787 -33%
PPH
4192
Pure Portfolios Holdings
Oregon
$2.81M -$47.8K -96 -2%
LF
4193
LifePlan Financial
Minnesota
$2.8M +$68.6K +138 +3%
UPS
4194
UHLMANN PRICE SECURITIES
Illinois
$2.8M +$1.25M +2,506 +80%
AC
4195
ASB Consultores
Florida
$2.8M +$422K +848 +18%
HWA
4196
Hilltop Wealth Advisors
North Carolina
$2.79M +$158K +317 +6%
APW
4197
Acima Private Wealth
Virginia
$2.79M +$49.7K +100 +2%
3F
4198
360 Financial
Minnesota
$2.79M -$41.8K -84 -1%
CWA
4199
Centennial Wealth Advisory
Michigan
$2.78M -$88.6K -178 -3%
MAG
4200
M3 Advisory Group
Massachusetts
$2.77M +$470K +945 +20%