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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 %
PAM
4276
Prodigy Asset Management
Nebraska
$2.52M
CWM
4277
CarsonAllaria Wealth Management
Illinois
$2.52M -$13.4K -27 -0.5%
OPPS
4278
Obsidian Personal Planning Solutions
Maryland
$2.52M +$4.48K +9 +0.2%
RWM
4279
Rezny Wealth Management
Florida
$2.52M +$56.7K +114 +2%
MAWCM
4280
Mine & Arao Wealth Creation & Management
California
$2.51M +$16.4K +33 +0.7%
4WM
4281
4J Wealth Management
Virginia
$2.51M +$12.4K +25 +0.5%
WAM
4282
WealthTrust Asset Management
Florida
$2.51M -$345K -693 -12%
NCM
4283
Next Capital Management
New York
$2.51M +$612K +1,230 +32%
VC
4284
Veery Capital
Delaware
$2.5M +$159K +319 +7%
MWS
4285
MFA Wealth Services
California
$2.5M +$59.2K +119 +2%
NA
4286
Nautilus Advisors
California
$2.5M +$64.2K +129 +3%
WWA
4287
Wisconsin Wealth Advisors
Wisconsin
$2.49M -$31.8K -64 -1%
CA
4288
Crumly & Associates
Illinois
$2.49M -$104K -210 -4%
MFT
4289
Moisand Fitzgerald Tamayo
Florida
$2.49M +$25.4K +51 +1%
OIM
4290
Opus Investment Management
Massachusetts
$2.49M
AT
4291
Avenir Tech
Hong Kong
$2.49M +$1.96M +3,950 +376%
VIPI
4292
Vista Investment Partners II
Indiana
$2.49M +$25.4K +51 +1%
BAM
4293
Broyhill Asset Management
North Carolina
$2.48M +$32.3K +65 +1%
CWA
4294
CJM Wealth Advisers
Virginia
$2.48M +$33.8K +68 +1%
TF
4295
Tudor Financial
Ohio
$2.48M -$38.3K -77 -2%
CA
4296
Clune & Associates
Illinois
$2.48M +$202K +407 +9%
PSF
4297
Pacific Sun Financial
California
$2.48M +$42.3K +85 +2%
AW
4298
Avion Wealth
Texas
$2.48M +$260K +522 +12%
PS
4299
Planned Solutions
California
$2.47M +$85.5K +172 +4%
CG
4300
Curat Global
New Hampshire
$2.47M +$44.8K +90 +2%