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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 %
GCWM
4226
Guided Capital Wealth Management
Texas
$2.69M +$10.4K +21 +0.4%
VEA
4227
Virtus ETF Advisers
New York
$2.69M +$2.69M +5,399 New
SHF
4228
Safe Harbor Fiduciary
Florida
$2.68M -$70.6K -142 -3%
SI
4229
Stonekeep Investments
New Mexico
$2.68M -$61.2K -123 -2%
PPWM
4230
Perissos Private Wealth Management
Oklahoma
$2.68M +$8.95K +18 +0.3%
SWIG
4231
Strategic Wealth Investment Group
Kentucky
$2.68M +$39.8K +80 +2%
PRI
4232
Prepared Retirement Institute
Pennsylvania
$2.68M +$64.7K +130 +2%
SFPG
4233
Stonebridge Financial Planning Group
Florida
$2.68M -$167K -336 -6%
MWC
4234
MBM Wealth Consultants
Missouri
$2.68M +$146K +294 +6%
MWA
4235
MN Wealth Advisors
Kansas
$2.67M +$327K +658 +14%
HFS
4236
Hoge Financial Services
Pennsylvania
$2.67M -$240K -483 -8%
TA
4237
TrueWealth Advisors
Alabama
$2.67M +$7.96K +16 +0.3%
SFC
4238
Strategic Financial Concepts
Texas
$2.66M -$833K -1,671 -24%
TPWM
4239
Twelve Points Wealth Management
Massachusetts
$2.65M +$97.5K +196 +4%
MWM
4240
MFG Wealth Management
Indiana
$2.65M -$30.8K -62 -1%
MSWM
4241
Mowery & Schoenfeld Wealth Management
Illinois
$2.64M +$110K +221 +4%
CPA
4242
Cathy Pareto & Associates
Florida
$2.63M -$100K -202 -4%
MCM
4243
Mainstream Capital Management
California
$2.63M -$27.9K -56 -1%
GWWM
4244
Great Waters Wealth Management
Minnesota
$2.63M +$123K +248 +5%
DI
4245
Disciplined Investors
Texas
$2.62M +$55.2K +111 +2%
TCM
4246
TruNorth Capital Management
Michigan
$2.62M -$120K -242 -4%
AWM
4247
Accredited Wealth Management
Kentucky
$2.62M -$129K -260 -5%
TWM
4248
Tolleson Wealth Management
Texas
$2.62M +$25.4K +51 +1%
WMWM
4249
Whitaker-Myers Wealth Managers
Ohio
$2.62M +$709K +1,426 +37%
ACA
4250
Ascension Capital Advisors
Texas
$2.61M -$13.9K -28 -0.5%