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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 %
AM
4376
Account Management
Massachusetts
$2.29M
CWA
4377
Clearview Wealth Advisors
Oregon
$2.28M -$1.49K -3 -0.1%
SPL
4378
Smart Portfolios LLC
Washington
$2.28M -$7.46K -15 -0.3%
LI
4379
LVZ Inc
Michigan
$2.28M +$65.7K +132 +3%
WIA
4380
Wetzel Investment Advisors
Indiana
$2.28M -$39.8K -80 -2%
HSG
4381
Helen Stephens Group
Texas
$2.27M +$2.49K +5 +0.1%
LRIC
4382
Long Road Investment Counsel
Michigan
$2.27M -$24.9K -50 -1%
HA
4383
Hanover Advisors
South Carolina
$2.27M -$3.48K -7 -0.2%
NEAM
4384
New England Asset Management
Connecticut
$2.27M +$14.9K +30 +0.7%
HAFG
4385
Hansen & Associates Financial Group
California
$2.26M +$2.26M +4,562 New
BIA
4386
Bell Investment Advisors
California
$2.26M +$161K +324 +8%
SCA
4387
Southern Capital Advisors
Tennessee
$2.26M -$2.27M -4,562 -50%
UIM
4388
Unified Investment Management
Georgia
$2.26M +$2.49K +5 +0.1%
PFG
4389
Prospect Financial Group
Virginia
$2.25M -$49.2K -99 -2%
EA
4390
Eclectic Associates
California
$2.25M -$38.3K -77 -2%
VPP
4391
Vertex Planning Partners
Illinois
$2.25M +$31.8K +64 +1%
PC
4392
Prairiewood Capital
North Dakota
$2.25M +$100K +202 +5%
CCP
4393
Cassia Capital Partners
North Carolina
$2.25M +$78.1K +157 +4%
CMA
4394
Cedar Mountain Advisors
Oregon
$2.25M -$20.4K -41 -0.9%
PPWM
4395
PFG Private Wealth Management
Florida
$2.25M +$21.9K +44 +1%
PCWA
4396
Pacific Capital Wealth Advisors
California
$2.25M -$886K -1,781 -28%
FF
4397
Francis Financial
$2.25M -$306K -615 -12%
CPW
4398
Catalyst Private Wealth
California
$2.24M +$50.2K +101 +2%
OC
4399
OxenFree Capital
Florida
$2.24M -$3.48K -7 -0.2%
FWM
4400
FSA Wealth Management
Massachusetts
$2.24M -$98K -197 -4%