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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 %
PIA
4226
Prakash Investment Advisors
Massachusetts
$2.7M -$37.5K -100 -1%
GCWM
4227
Guided Capital Wealth Management
Texas
$2.69M +$10.4K +21 +0.4%
VEA
4228
Virtus ETF Advisers
New York
$2.69M +$2.69M +5,399 New
SHF
4229
Safe Harbor Fiduciary
Florida
$2.68M -$70.6K -142 -3%
SI
4230
Stonekeep Investments
New Mexico
$2.68M -$61.2K -123 -2%
PPWM
4231
Perissos Private Wealth Management
Oklahoma
$2.68M +$8.95K +18 +0.3%
SWIG
4232
Strategic Wealth Investment Group
Kentucky
$2.68M +$39.8K +80 +2%
PRI
4233
Prepared Retirement Institute
Pennsylvania
$2.68M +$64.7K +130 +2%
SFPG
4234
Stonebridge Financial Planning Group
Florida
$2.68M -$167K -336 -6%
MWC
4235
MBM Wealth Consultants
Missouri
$2.68M +$146K +294 +6%
MWA
4236
MN Wealth Advisors
Kansas
$2.67M +$327K +658 +14%
HFS
4237
Hoge Financial Services
Pennsylvania
$2.67M -$240K -483 -8%
TA
4238
TrueWealth Advisors
Alabama
$2.67M +$7.96K +16 +0.3%
SFC
4239
Strategic Financial Concepts
Texas
$2.66M -$833K -1,671 -24%
TPWM
4240
Twelve Points Wealth Management
Massachusetts
$2.65M +$97.5K +196 +4%
MWM
4241
MFG Wealth Management
Indiana
$2.65M -$30.8K -62 -1%
MSWM
4242
Mowery & Schoenfeld Wealth Management
Illinois
$2.64M +$110K +221 +4%
CPA
4243
Cathy Pareto & Associates
Florida
$2.63M -$100K -202 -4%
MCM
4244
Mainstream Capital Management
California
$2.63M -$27.9K -56 -1%
GWWM
4245
Great Waters Wealth Management
Minnesota
$2.63M +$123K +248 +5%
DI
4246
Disciplined Investors
Texas
$2.62M +$55.2K +111 +2%
TCM
4247
TruNorth Capital Management
Michigan
$2.62M -$120K -242 -4%
AWM
4248
Accredited Wealth Management
Kentucky
$2.62M -$129K -260 -5%
TWM
4249
Tolleson Wealth Management
Texas
$2.62M +$25.4K +51 +1%
WMWM
4250
Whitaker-Myers Wealth Managers
Ohio
$2.62M +$709K +1,426 +37%