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Microsoft

5,692 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, 2,569 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,692
Holders Change
+11
Holders Change %
+0.19%
% of All Funds
76.31%
Holding in Top 10
3,091
Holding in Top 10 Change
+297
Holding in Top 10 Change %
+10.63%
% of All Funds
41.44%
New
229
Increased
2,515
Reduced
2,569
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 %
BC
4526
Brio Consultants
California
$1.96M +$253K +509 +15%
BWM
4527
Blossom Wealth Management
California
$1.96M +$11.4K +23 +0.6%
BGA
4528
Battery Global Advisors
Massachusetts
$1.96M +$995 +2 +0.1%
WA
4529
Westfuller Advisors
New York
$1.96M +$226K +454 +13%
DWM
4530
Defined Wealth Management
Oregon
$1.96M +$68.6K +138 +4%
CCA
4531
Cadent Capital Advisors
Oklahoma
$1.95M +$39.3K +79 +2%
CWM
4532
Centricity Wealth Management
Ohio
$1.95M -$15.4K -31 -0.8%
WMN
4533
Wealth Management Nebraska
Nebraska
$1.95M +$12.4K +25 +0.6%
ACM
4534
Armbruster Capital Management
New York
$1.95M -$24.9K -50 -1%
RA
4535
Rodgers & Associates
Pennsylvania
$1.95M -$100K -202 -5%
BWP
4536
Bernardo Wealth Planning
Pennsylvania
$1.95M +$183K +367 +10%
SW
4537
SMART Wealth
Nebraska
$1.95M +$372K +748 +24%
CCMI
4538
Creative Capital Management Investments
California
$1.95M +$995 +2 +0.1%
PWP
4539
Parkwoods Wealth Partners
New York
$1.94M +$200K +403 +11%
AAM
4540
Austin Asset Management
Texas
$1.94M -$142K -285 -7%
PIM
4541
Profit Investment Management
Maryland
$1.94M -$56.7K -114 -3%
PWMG
4542
Private Wealth Management Group
New Jersey
$1.93M +$21.4K +43 +1%
PAG
4543
Paladin Advisory Group
Iowa
$1.93M +$3.48K +7 +0.2%
TCGDR
4544
TB Capital Gestao de Recursos
$1.93M +$1.93M +3,878 New
VBWMG
4545
Von Berge Wealth Management Group
California
$1.93M +$505 +1 +0%
WCM
4546
Winebrenner Capital Management
Kentucky
$1.93M +$497 +1 +0%
ACP
4547
Arcus Capital Partners
Georgia
$1.92M +$15.9K +32 +0.8%
CWMP
4548
Clarion Wealth Managment Partners
Virginia
$1.92M +$1.92M +3,858 New
SA
4549
SPG Advisors
Washington
$1.92M +$1.92M +3,852 New
SA
4550
Sage Advisors
Colorado
$1.92M -$325K -654 -15%