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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 %
FSWA
4526
Financial Synergies Wealth Advisors
Texas
$1.98M +$266K +535 +16%
VPF
4527
Vantage Point Financial
Illinois
$1.98M +$272K +547 +16%
SPI
4528
Santori & Peters Inc
Pennsylvania
$1.97M +$497 +1 +0%
BC
4529
Brio Consultants
California
$1.96M +$253K +509 +15%
BWM
4530
Blossom Wealth Management
California
$1.96M +$11.4K +23 +0.6%
BGA
4531
Battery Global Advisors
Massachusetts
$1.96M +$995 +2 +0.1%
WA
4532
Westfuller Advisors
New York
$1.96M +$226K +454 +13%
DWM
4533
Defined Wealth Management
Oregon
$1.96M +$68.6K +138 +4%
CCA
4534
Cadent Capital Advisors
Oklahoma
$1.95M +$39.3K +79 +2%
CWM
4535
Centricity Wealth Management
Ohio
$1.95M -$15.4K -31 -0.8%
WMN
4536
Wealth Management Nebraska
Nebraska
$1.95M +$12.4K +25 +0.6%
ACM
4537
Armbruster Capital Management
New York
$1.95M -$24.9K -50 -1%
RA
4538
Rodgers & Associates
Pennsylvania
$1.95M -$100K -202 -5%
BWP
4539
Bernardo Wealth Planning
Pennsylvania
$1.95M +$183K +367 +10%
SW
4540
SMART Wealth
Nebraska
$1.95M +$372K +748 +24%
CCMI
4541
Creative Capital Management Investments
California
$1.95M +$995 +2 +0.1%
PWP
4542
Parkwoods Wealth Partners
New York
$1.94M +$200K +403 +11%
AAM
4543
Austin Asset Management
Texas
$1.94M -$142K -285 -7%
PIM
4544
Profit Investment Management
Maryland
$1.94M -$56.7K -114 -3%
PWMG
4545
Private Wealth Management Group
New Jersey
$1.93M +$21.4K +43 +1%
PAG
4546
Paladin Advisory Group
Iowa
$1.93M +$3.48K +7 +0.2%
TCGDR
4547
TB Capital Gestao de Recursos
$1.93M +$1.93M +3,878 New
VBWMG
4548
Von Berge Wealth Management Group
California
$1.93M +$505 +1 +0%
WCM
4549
Winebrenner Capital Management
Kentucky
$1.93M +$497 +1 +0%
ACP
4550
Arcus Capital Partners
Georgia
$1.92M +$15.9K +32 +0.8%