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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 %
GWA
4351
Geometric Wealth Advisors
District of Columbia
$2.35M +$514K +1,033 +28%
AWA
4352
ARQ Wealth Advisors
Arizona
$2.35M
MWM
4353
Mindset Wealth Management
Indiana
$2.35M -$67.1K -135 -3%
AW
4354
Apricus Wealth
South Carolina
$2.34M
WAOI
4355
Wealth Advisors of Iowa
Iowa
$2.34M -$8.95K -18 -0.4%
NFTC
4356
North Forty Two & Co
Oregon
$2.34M -$49.7K -100 -2%
BWMG
4357
Barnes Wealth Management Group
California
$2.33M +$69.1K +139 +3%
CWMS
4358
Cannon Wealth Management Services
North Carolina
$2.33M +$85.6K +172 +4%
PP
4359
Postrock Partners
Oregon
$2.33M +$36.3K +73 +2%
LAM
4360
Lingohr Asset Management
Germany
$2.33M -$20.6M -41,349 -90%
LOAMU
4361
Lombard Odier Asset Management (USA)
New York
$2.33M +$1.2M +2,409 +106%
RTC
4362
Riverview Trust Company
Washington
$2.33M -$2.77M -5,564 -54%
IW
4363
IronOak Wealth
Texas
$2.32M +$2.32M +4,671 New
WCM
4364
Windsor Capital Management
Arizona
$2.32M -$9.95K -20 -0.4%
RWM
4365
Reston Wealth Management
Virginia
$2.32M +$322K +648 +16%
FFL
4366
Financial Freedom LLC
Ohio
$2.32M -$48.7K -98 -2%
CWM
4367
Comprehensive Wealth Management
Washington
$2.32M -$27.9K -56 -1%
HI
4368
Harper Investing
California
$2.32M +$54.2K +109 +2%
SWM
4369
Selective Wealth Management
Virginia
$2.31M -$20.6K -41 -0.9%
OWA
4370
ORBA Wealth Advisors
Illinois
$2.31M -$4.54M -9,131 -66%
QT
4371
Quantbot Technologies
New York
$2.31M -$16.7M -33,638 -88%
HWP
4372
Hibernia Wealth Partners
Louisiana
$2.3M +$1.68M +3,371 +271%
FYW
4373
Future You Wealth
New York
$2.3M -$46.8K -94 -2%
DHC
4374
Drum Hill Capital
Connecticut
$2.29M
CW
4375
Code Waechter
Florida
$2.29M +$49.2K +99 +2%