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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 %
OC
4401
OxenFree Capital
Florida
$2.24M -$3.48K -7 -0.2%
FWM
4402
FSA Wealth Management
Massachusetts
$2.24M -$98K -197 -4%
AIM
4403
Aigen Investment Management
New York
$2.24M -$299K -602 -12%
WWM
4404
Whalen Wealth Management
Nevada
$2.24M +$949K +1,907 +74%
CGF
4405
Constant Guidance Financial
Massachusetts
$2.23M -$361K -725 -14%
CWA
4406
Continuum Wealth Advisors
New York
$2.23M +$57.2K +115 +3%
EP
4407
Essential Planning
New Hampshire
$2.23M
FIA
4408
FNY Investment Advisers
New York
$2.23M -$1.08M -2,166 -33%
MWA
4409
Muirfield Wealth Advisors
North Carolina
$2.23M +$15.4K +31 +0.7%
RPA
4410
Rock Point Advisors
Vermont
$2.22M +$99.5K +200 +5%
MCC
4411
Malaga Cove Capital
California
$2.22M -$1.03M -2,078 -32%
BAM
4412
Bayshore Asset Management
Florida
$2.22M -$13.4K -27 -0.6%
SFP
4413
Strategic Financial Partners
Oregon
$2.22M -$12.4K -25 -0.6%
KFS
4414
Kelly Financial Services
Massachusetts
$2.22M +$19.4K +39 +0.9%
HAM
4415
Hickory Asset Management
Ohio
$2.21M -$497 -1 -0%
UOC
4416
UBS O'Connor
Illinois
$2.21M -$172K -345 -7%
BFA
4417
Blueprint Financial Advisors
North Carolina
$2.21M +$2.21M +4,448 New
MAM
4418
Marotta Asset Management
Virginia
$2.2M -$217K -437 -9%
AWA
4419
Archvest Wealth Advisors
California
$2.2M +$58.7K +118 +3%
AFM
4420
Armstrong Fleming & Moore
District of Columbia
$2.2M +$1.71M +3,443 +352%
EFG
4421
Elios Financial Group
Ohio
$2.2M -$27.9K -56 -1%
AIP
4422
Alexis Investment Partners
Texas
$2.19M -$27.8K -56 -1%
KSWWM
4423
Keyes Stange & Wooten Wealth Management
Florida
$2.19M -$55.2K -111 -2%
MAG
4424
Mayfair Advisory Group
Alabama
$2.19M -$57.9K -111 -3%
CCA
4425
Cravens & Co Advisors
Tennessee
$2.19M -$13.4K -27 -0.6%