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Microsoft

5,693 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, 2,570 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,693
Holders Change
+12
Holders Change %
+0.21%
% of All Funds
76.31%
Holding in Top 10
3,092
Holding in Top 10 Change
+298
Holding in Top 10 Change %
+10.67%
% of All Funds
41.45%
New
229
Increased
2,515
Reduced
2,570
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 %
IA
4251
IMZ Advisory
Florida
$2.61M +$6.12K +12 +0.2%
EWM
4252
Endowment Wealth Management
Wisconsin
$2.6M +$269K +541 +12%
JWM
4253
Jacksonville Wealth Management
Florida
$2.6M +$109K +219 +4%
KWM
4254
Kaydan Wealth Management
Michigan
$2.6M
RW
4255
RVW Wealth
California
$2.6M -$598K -1,202 -19%
WPW
4256
Watershed Private Wealth
Illinois
$2.59M -$824K -1,657 -24%
Cohen & Steers
4257
Cohen & Steers
New York
$2.59M +$204K +410 +9%
BWS
4258
Broadway Wealth Solutions
Texas
$2.59M +$5.47K +11 +0.2%
DFS
4259
Dixon Fnancial Services
California
$2.59M -$124K -250 -5%
NCG
4260
Newport Capital Group
New Jersey
$2.58M -$86.1K -173 -3%
AIC
4261
Argus Investors Counsel
New York
$2.57M -$481K -968 -16%
DA
4262
Doliver Advisors
Texas
$2.56M -$158K -317 -6%
IWA
4263
Inspirion Wealth Advisors
Illinois
$2.56M -$361K -725 -12%
KDA
4264
Kraft Davis & Associates
Missouri
$2.55M -$4.1K -8 -0.2%
BCG
4265
BayBridge Capital Group
California
$2.55M +$69.1K +139 +3%
WCBA
4266
Weaver C. Barksdale & Associates
Tennessee
$2.55M -$21.9K -44 -0.9%
SC
4267
Seldon Capital
California
$2.55M
AP
4268
Atwood & Palmer
Missouri
$2.55M +$80.1K +161 +3%
HFP
4269
Holistic Financial Partners
Indiana
$2.55M -$123K -247 -5%
GFG
4270
GR Financial Group
Arizona
$2.54M +$168K +338 +7%
FWM
4271
Fingerlakes Wealth Management
New York
$2.54M -$7.96K -16 -0.3%
FIBT
4272
First International Bank & Trust
North Dakota
$2.54M -$125K -252 -5%
SWM
4273
Sterling Wealth Management
Illinois
$2.54M +$2.54M +5,098 New
NFG
4274
Northeast Financial Group
Pennsylvania
$2.53M -$440K -884 -15%
UIA
4275
Ulland Investment Advisors
Minnesota
$2.53M -$372K -748 -13%