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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 %
KFSC
4551
Keystone Financial Services (Colorado)
Colorado
$1.91M +$213K +428 +13%
CWD
4552
Clarity Wealth Development
Oregon
$1.91M +$398K +800 +26%
VH
4553
Visionary Horizons
Tennessee
$1.91M +$68.7K +138 +4%
VIM
4554
Vista Investment Management
Pennsylvania
$1.91M -$143K -288 -7%
JCFM
4555
JBR Co Financial Management
Oklahoma
$1.9M -$32.3K -65 -2%
GWM
4556
Greenhouse Wealth Management
Connecticut
$1.9M +$1.99K +4 +0.1%
RSWA
4557
Robinson Smith Wealth Advisors
Maine
$1.9M +$30.8K +62 +2%
YWM
4558
Yoder Wealth Management
California
$1.89M +$226K +455 +14%
BA
4559
BIP Alliance
Georgia
$1.89M +$15.4K +31 +0.8%
FNWA
4560
Financial Network Wealth Advisors
Utah
$1.89M +$9.95K +20 +0.5%
FWA
4561
FSC Wealth Advisors
New York
$1.88M -$2.98K -6 -0.2%
MCIA
4562
Mountain Capital Investment Advisors
Colorado
$1.88M +$28.5K +58 +2%
SWAG
4563
Spectrum Wealth Advisory Group
California
$1.88M -$1.99K -4 -0.1%
GFP
4564
Guardian Financial Partners
California
$1.88M +$55.7K +112 +3%
TIAM2
4565
Tru Independence Asset Management 2
Oregon
$1.87M -$192K -386 -9%
ICMM
4566
Integrated Capital Management (Michigan)
Michigan
$1.87M +$6.12K +12 +0.3%
CWMG
4567
Compass Wealth Management (Georgia)
Georgia
$1.87M +$1.87M +3,761 New
KI
4568
Kapitalo Investimentos
Brazil
$1.87M -$16.7M -33,667 -90%
IIA
4569
Integrity Investment Advisors
Colorado
$1.86M +$230K +463 +14%
FWP
4570
Fiduciary Wealth Partners
Massachusetts
$1.86M -$1.33M -2,672 -42%
AWP
4571
Astra Wealth Partners
New Jersey
$1.86M +$238K +478 +15%
PGWM
4572
Pitti Group Wealth Management
New York
$1.85M -$75.1K -151 -4%
NFP
4573
Narus Financial Partners
Utah
$1.85M +$86.1K +173 +5%
HWM
4574
HighMark Wealth Management
Minnesota
$1.85M +$290K +584 +19%
GSWA
4575
Good Steward Wealth Advisors
Tennessee
$1.85M -$416K -836 -18%