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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 %
XWM
4351
Xcel Wealth Management
Florida
$2.35M +$1.22M +2,443 +107%
II
4352
Impact Investors
California
$2.35M +$4.97K +10 +0.2%
GWA
4353
Geometric Wealth Advisors
District of Columbia
$2.35M +$514K +1,033 +28%
AWA
4354
ARQ Wealth Advisors
Arizona
$2.35M
MWM
4355
Mindset Wealth Management
Indiana
$2.35M -$67.1K -135 -3%
AW
4356
Apricus Wealth
South Carolina
$2.34M
WAOI
4357
Wealth Advisors of Iowa
Iowa
$2.34M -$8.95K -18 -0.4%
NFTC
4358
North Forty Two & Co
Oregon
$2.34M -$49.7K -100 -2%
BWMG
4359
Barnes Wealth Management Group
California
$2.33M +$69.1K +139 +3%
CWMS
4360
Cannon Wealth Management Services
North Carolina
$2.33M +$85.6K +172 +4%
PP
4361
Postrock Partners
Oregon
$2.33M +$36.3K +73 +2%
LAM
4362
Lingohr Asset Management
Germany
$2.33M -$20.6M -41,349 -90%
LOAMU
4363
Lombard Odier Asset Management (USA)
New York
$2.33M +$1.2M +2,409 +106%
RTC
4364
Riverview Trust Company
Washington
$2.33M -$2.77M -5,564 -54%
IW
4365
IronOak Wealth
Texas
$2.32M +$2.32M +4,671 New
WCM
4366
Windsor Capital Management
Arizona
$2.32M -$9.95K -20 -0.4%
RWM
4367
Reston Wealth Management
Virginia
$2.32M +$322K +648 +16%
FFL
4368
Financial Freedom LLC
Ohio
$2.32M -$48.7K -98 -2%
CWM
4369
Comprehensive Wealth Management
Washington
$2.32M -$27.9K -56 -1%
HI
4370
Harper Investing
California
$2.32M +$54.2K +109 +2%
SWM
4371
Selective Wealth Management
Virginia
$2.31M -$20.6K -41 -0.9%
OWA
4372
ORBA Wealth Advisors
Illinois
$2.31M -$4.54M -9,131 -66%
QT
4373
Quantbot Technologies
New York
$2.31M -$16.7M -33,638 -88%
HWP
4374
Hibernia Wealth Partners
Louisiana
$2.3M +$1.68M +3,371 +271%
FYW
4375
Future You Wealth
New York
$2.3M -$46.8K -94 -2%