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