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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 %
PS
4301
Planned Solutions
California
$2.47M +$85.5K +172 +4%
CG
4302
Curat Global
New Hampshire
$2.47M +$44.8K +90 +2%
SCM
4303
Stordahl Capital Management
Colorado
$2.47M -$46.3K -93 -2%
CCA
4304
Cottonwood Capital Advisors
Utah
$2.47M +$1.99K +4 +0.1%
FAN
4305
Financial Advisors Network
California
$2.47M -$275K -552 -10%
EFL
4306
ERn Financial LLC
Wisconsin
$2.46M -$3.82M -7,690 -61%
SOAG
4307
Silver Oak Advisory Group
Oregon
$2.46M +$100K +202 +4%
VW
4308
Vance Wealth
California
$2.46M +$307K +618 +14%
CTC
4309
Corundum Trust Company
South Dakota
$2.46M -$141K -284 -5%
BWA
4310
BlueChip Wealth Advisors
Georgia
$2.46M +$48.2K +97 +2%
SWM
4311
SK Wealth Management
Rhode Island
$2.45M +$70.5K +140 +3%
BCM
4312
Brooktree Capital Management
Michigan
$2.45M -$24.9K -50 -1%
OWM
4313
Orgel Wealth Management
Wisconsin
$2.44M -$86.1K -173 -3%
TWM
4314
Tripletail Wealth Management
Florida
$2.44M +$2.44M +4,643 New
CHJWM
4315
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.44M -$150K -292 -6%
IFS
4316
Intelligent Financial Strategies
Minnesota
$2.44M
VAM
4317
Vienna Asset Management
California
$2.43M -$990K -1,991 -29%
CPG
4318
Cornerstone Planning Group
New Jersey
$2.43M +$35.4K +67 +1%
PCFFS
4319
Pacific Center for Financial Services
California
$2.42M +$5.47K +11 +0.2%
NCFG
4320
New Century Financial Group
New Jersey
$2.42M +$975K +1,960 +67%
WCP
4321
Wealthcare Capital Partners
Pennsylvania
$2.42M -$295K -593 -11%
CCP
4322
Cunning Capital Partners
North Carolina
$2.42M
MAM
4323
Mainsail Asset Management
Alabama
$2.41M +$12.4K +25 +0.5%
SWM
4324
SilverOak Wealth Management
Minnesota
$2.41M +$558K +1,121 +30%
EFP
4325
Elser Financial Planning
Indiana
$2.41M +$60.7K +122 +3%