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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 %
SCM
4301
Stordahl Capital Management
Colorado
$2.47M -$46.3K -93 -2%
CCA
4302
Cottonwood Capital Advisors
Utah
$2.47M +$1.99K +4 +0.1%
FAN
4303
Financial Advisors Network
California
$2.47M -$275K -552 -10%
EFL
4304
ERn Financial LLC
Wisconsin
$2.46M -$3.82M -7,690 -61%
SOAG
4305
Silver Oak Advisory Group
Oregon
$2.46M +$100K +202 +4%
VW
4306
Vance Wealth
California
$2.46M +$307K +618 +14%
CTC
4307
Corundum Trust Company
South Dakota
$2.46M -$141K -284 -5%
BWA
4308
BlueChip Wealth Advisors
Georgia
$2.46M +$48.2K +97 +2%
SWM
4309
SK Wealth Management
Rhode Island
$2.45M +$70.5K +140 +3%
BCM
4310
Brooktree Capital Management
Michigan
$2.45M -$24.9K -50 -1%
OWM
4311
Orgel Wealth Management
Wisconsin
$2.44M -$86.1K -173 -3%
TWM
4312
Tripletail Wealth Management
Florida
$2.44M +$2.44M +4,643 New
CHJWM
4313
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.44M -$150K -292 -6%
IFS
4314
Intelligent Financial Strategies
Minnesota
$2.44M
VAM
4315
Vienna Asset Management
California
$2.43M -$990K -1,991 -29%
CPG
4316
Cornerstone Planning Group
New Jersey
$2.43M +$35.4K +67 +1%
PCFFS
4317
Pacific Center for Financial Services
California
$2.42M +$5.47K +11 +0.2%
NCFG
4318
New Century Financial Group
New Jersey
$2.42M +$975K +1,960 +67%
WCP
4319
Wealthcare Capital Partners
Pennsylvania
$2.42M -$295K -593 -11%
CCP
4320
Cunning Capital Partners
North Carolina
$2.42M
MAM
4321
Mainsail Asset Management
Alabama
$2.41M +$12.4K +25 +0.5%
SWM
4322
SilverOak Wealth Management
Minnesota
$2.41M +$558K +1,121 +30%
EFP
4323
Elser Financial Planning
Indiana
$2.41M +$60.7K +122 +3%
WCM
4324
Warburton Capital Management
Oklahoma
$2.41M +$542K +1,058 +29%
APM
4325
Advanced Portfolio Management
New York
$2.41M