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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 %
AIM
4401
Aigen Investment Management
New York
$2.24M -$299K -602 -12%
WWM
4402
Whalen Wealth Management
Nevada
$2.24M +$949K +1,907 +74%
CGF
4403
Constant Guidance Financial
Massachusetts
$2.23M -$361K -725 -14%
CWA
4404
Continuum Wealth Advisors
New York
$2.23M +$57.2K +115 +3%
EP
4405
Essential Planning
New Hampshire
$2.23M
FIA
4406
FNY Investment Advisers
New York
$2.23M -$1.08M -2,166 -33%
MWA
4407
Muirfield Wealth Advisors
North Carolina
$2.23M +$15.4K +31 +0.7%
RPA
4408
Rock Point Advisors
Vermont
$2.22M +$99.5K +200 +5%
MCC
4409
Malaga Cove Capital
California
$2.22M -$1.03M -2,078 -32%
BAM
4410
Bayshore Asset Management
Florida
$2.22M -$13.4K -27 -0.6%
SFP
4411
Strategic Financial Partners
Oregon
$2.22M -$12.4K -25 -0.6%
KFS
4412
Kelly Financial Services
Massachusetts
$2.22M +$19.4K +39 +0.9%
HAM
4413
Hickory Asset Management
Ohio
$2.21M -$497 -1 -0%
UOC
4414
UBS O'Connor
Illinois
$2.21M -$172K -345 -7%
BFA
4415
Blueprint Financial Advisors
North Carolina
$2.21M +$2.21M +4,448 New
MAM
4416
Marotta Asset Management
Virginia
$2.2M -$217K -437 -9%
AWA
4417
Archvest Wealth Advisors
California
$2.2M +$58.7K +118 +3%
AFM
4418
Armstrong Fleming & Moore
District of Columbia
$2.2M +$1.71M +3,443 +352%
EFG
4419
Elios Financial Group
Ohio
$2.2M -$27.9K -56 -1%
AIP
4420
Alexis Investment Partners
Texas
$2.19M -$27.8K -56 -1%
KSWWM
4421
Keyes Stange & Wooten Wealth Management
Florida
$2.19M -$55.2K -111 -2%
MAG
4422
Mayfair Advisory Group
Alabama
$2.19M -$57.9K -111 -3%
CCA
4423
Cravens & Co Advisors
Tennessee
$2.19M -$13.4K -27 -0.6%
SO
4424
Sierra Ocean
California
$2.19M +$33.8K +68 +2%
CFIM
4425
Client First Investment Management
Wisconsin
$2.19M