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Microsoft

5,694 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 229 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
5,694
Holders Change
+13
Holders Change %
+0.23%
% 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
41.46%
New
229
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 %
AIA
4201
Accelerate Investment Advisors
California
$2.77M +$75.6K +152 +3%
MWP
4202
Meriwether Wealth & Planning
Louisiana
$2.76M -$149K -300 -5%
WAG
4203
Wallace Advisory Group
California
$2.76M +$38.7K +103 +1%
IAG
4204
Investmark Advisory Group
Connecticut
$2.76M +$204K +411 +8%
TPW
4205
Talon Private Wealth
Florida
$2.76M -$341K -686 -11%
PGCM
4206
Prescott Group Capital Management
Oklahoma
$2.75M +$168K +337 +6%
MSWMA
4207
Market Street Wealth Management Advisors
Indiana
$2.75M +$659K +1,324 +32%
CAGAS
4208
Capital Advisory Group Advisory Services
Minnesota
$2.75M -$1.45M -2,920 -35%
SA
4209
SRH Advisors
Kansas
$2.75M -$20.4K -41 -0.7%
RP
4210
Riverwater Partners
Wisconsin
$2.75M +$187K +375 +7%
RWMH
4211
Riverpoint Wealth Management Holdings
Illinois
$2.74M +$4.48K +9 +0.2%
PP
4212
PrairieView Partners
Minnesota
$2.74M +$497 +1 +0%
BBW
4213
Blue Barn Wealth
Utah
$2.74M +$275K +553 +11%
CFC
4214
Coyle Financial Counsel
Illinois
$2.74M +$234K +471 +9%
SC
4215
Saiph Capital
New Jersey
$2.74M +$597K +1,200 +28%
CMANY
4216
Capital Management Associates (New York)
New York
$2.74M
SAM
4217
Strive Asset Management
Ohio
$2.73M -$589K -1,184 -18%
TFA
4218
Tobias Financial Advisors
Florida
$2.72M +$405K +814 +17%
HIG
4219
Heritage Investment Group
Florida
$2.72M -$78.6K -158 -3%
SGWM
4220
Sterling Group Wealth Management
California
$2.72M -$44.8K -90 -2%
FFM
4221
Flagstone Financial Management
Nebraska
$2.72M +$1.49K +3 +0.1%
FI
4222
Fosun International
China
$2.71M -$588K -1,183 -18%
EMAM
4223
Encompass More Asset Management
California
$2.71M -$76.1K -153 -3%
PWM
4224
Palacios Wealth Management
Florida
$2.71M +$110K +222 +4%
PIA
4225
Prakash Investment Advisors
Massachusetts
$2.7M -$37.5K -100 -1%