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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 %
SO
4426
Sierra Ocean
California
$2.19M +$33.8K +68 +2%
CFIM
4427
Client First Investment Management
Wisconsin
$2.19M
MMEA
4428
Main Management ETF Advisors
California
$2.19M +$35.8K +72 +2%
4A
4429
4Wealth Advisors
Illinois
$2.19M -$56.2K -113 -3%
SIS
4430
Strategic Investment Solutions
Illinois
$2.18M +$140K +290 +7%
VCM
4431
Verde Capital Management
Michigan
$2.18M +$126K +253 +6%
PWA
4432
Peterson Wealth Advisors
Utah
$2.18M +$497 +1 +0%
IA
4433
Inspire Advisors
Idaho
$2.18M +$244K +490 +13%
TFM
4434
Trademark Financial Management
Minnesota
$2.18M +$677K +1,361 +45%
AV
4435
Aspiring Ventures
Ohio
$2.18M +$28.4K +57 +1%
VR
4436
Valued Retirements
Texas
$2.17M -$22.9K -46 -1%
EPA
4437
Element Pointe Advisors
Florida
$2.17M -$623K -1,253 -22%
WI
4438
WBI Investments
New Jersey
$2.17M -$947K -1,904 -30%
WCP
4439
Wick Capital Partners
Pennsylvania
$2.17M -$859K -916 -28%
PA
4440
Promethium Advisors
Maryland
$2.16M +$189K +379 +10%
MIM
4441
Marshall Investment Management
Colorado
$2.16M -$6.77M -13,602 -76%
TFA
4442
Trinity Financial Advisors
Ohio
$2.15M +$60.7K +122 +3%
EWA
4443
EQ Wealth Advisors
Texas
$2.15M +$497 +1 +0%
CRFG
4444
Columbia River Financial Group
Washington
$2.15M
IAA
4445
Ironsides Asset Advisors
North Carolina
$2.14M -$51.7K -104 -2%
KA
4446
Kearns & Associates
California
$2.14M
1IA
4447
1620 Investment Advisors
Massachusetts
$2.14M +$34.8K +70 +2%
CDWM
4448
Campbell Deegan Wealth Management
Virginia
$2.14M -$60.2K -121 -3%
PFS
4449
Prospect Financial Services
New York
$2.14M -$2.45M -4,926 -53%
CS
4450
Capital Square
Tennessee
$2.14M +$19.1K +38 +0.9%