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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 %
APW
4326
Aurora Private Wealth
New Jersey
$2.4M -$114K -229 -5%
PWC
4327
PYA Waltman Capital
Tennessee
$2.4M +$107K +216 +5%
CWA
4328
Clarus Wealth Advisors
Arizona
$2.4M +$227K +458 +10%
TF
4329
Tandem Financial
Colorado
$2.39M -$110K -222 -4%
SWM
4330
SFG Wealth Management
Maryland
$2.39M +$75.1K +151 +3%
PBF
4331
Petix & Botte Financial
California
$2.39M
LRWM
4332
Lord & Richards Wealth Management
Colorado
$2.39M +$34.3K +69 +1%
FFC
4333
Frederick Financial Consultants
Maryland
$2.39M +$227K +457 +11%
EA
4334
Echo45 Advisors
California
$2.39M -$82.1K -165 -3%
CQWA
4335
Chokshi & Queen Wealth Advisors
California
$2.39M -$29.8K -60 -1%
RBC
4336
Roble Belko & Company
Pennsylvania
$2.39M +$247K +496 +12%
HGA
4337
Hobbs Group Advisors
South Carolina
$2.38M +$182K +365 +8%
HWMC
4338
Heritage Wealth Management (California)
California
$2.38M -$151K -304 -6%
CC
4339
Cypress Capital
Tennessee
$2.38M +$62.7K +126 +3%
API
4340
Asset Planning Inc
California
$2.38M +$21.4K +43 +0.9%
MWM
4341
Momentous Wealth Management
Washington
$2.37M +$56.2K +113 +2%
IFO
4342
Independent Family Office
New York
$2.37M +$202K +407 +9%
KCM
4343
KRS Capital Management
Michigan
$2.37M +$30.3K +61 +1%
SBCM
4344
Silverberg Bernstein Capital Management
New York
$2.37M -$3.42M -6,880 -59%
MWM
4345
Meritas Wealth Management
California
$2.36M
LI
4346
Latash Investments
Alaska
$2.36M
SDAM
4347
Shulman DeMeo Asset Management
New York
$2.36M -$101K -204 -4%
RGF
4348
Retirement Guys Formula
Ohio
$2.35M -$3.98K -8 -0.2%
XWM
4349
Xcel Wealth Management
Florida
$2.35M +$1.22M +2,443 +107%
II
4350
Impact Investors
California
$2.35M +$4.97K +10 +0.2%