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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 %
WCM
4326
Warburton Capital Management
Oklahoma
$2.41M +$542K +1,058 +29%
APM
4327
Advanced Portfolio Management
New York
$2.41M
APW
4328
Aurora Private Wealth
New Jersey
$2.4M -$114K -229 -5%
PWC
4329
PYA Waltman Capital
Tennessee
$2.4M +$107K +216 +5%
CWA
4330
Clarus Wealth Advisors
Arizona
$2.4M +$227K +458 +10%
TF
4331
Tandem Financial
Colorado
$2.39M -$110K -222 -4%
SWM
4332
SFG Wealth Management
Maryland
$2.39M +$75.1K +151 +3%
PBF
4333
Petix & Botte Financial
California
$2.39M
LRWM
4334
Lord & Richards Wealth Management
Colorado
$2.39M +$34.3K +69 +1%
FFC
4335
Frederick Financial Consultants
Maryland
$2.39M +$227K +457 +11%
EA
4336
Echo45 Advisors
California
$2.39M -$82.1K -165 -3%
CQWA
4337
Chokshi & Queen Wealth Advisors
California
$2.39M -$29.8K -60 -1%
RBC
4338
Roble Belko & Company
Pennsylvania
$2.39M +$247K +496 +12%
HGA
4339
Hobbs Group Advisors
South Carolina
$2.38M +$182K +365 +8%
HWMC
4340
Heritage Wealth Management (California)
California
$2.38M -$151K -304 -6%
CC
4341
Cypress Capital
Tennessee
$2.38M +$62.7K +126 +3%
API
4342
Asset Planning Inc
California
$2.38M +$21.4K +43 +0.9%
MWM
4343
Momentous Wealth Management
Washington
$2.37M +$56.2K +113 +2%
IFO
4344
Independent Family Office
New York
$2.37M +$202K +407 +9%
KCM
4345
KRS Capital Management
Michigan
$2.37M +$30.3K +61 +1%
SBCM
4346
Silverberg Bernstein Capital Management
New York
$2.37M -$3.42M -6,880 -59%
MWM
4347
Meritas Wealth Management
California
$2.36M
LI
4348
Latash Investments
Alaska
$2.36M
SDAM
4349
Shulman DeMeo Asset Management
New York
$2.36M -$101K -204 -4%
RGF
4350
Retirement Guys Formula
Ohio
$2.35M -$3.98K -8 -0.2%