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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 %
CWMP
4551
Clarion Wealth Managment Partners
Virginia
$1.92M +$1.92M +3,858 New
SA
4552
SPG Advisors
Washington
$1.92M +$1.92M +3,852 New
SA
4553
Sage Advisors
Colorado
$1.92M -$325K -654 -15%
KFSC
4554
Keystone Financial Services (Colorado)
Colorado
$1.91M +$213K +428 +13%
CWD
4555
Clarity Wealth Development
Oregon
$1.91M +$398K +800 +26%
VH
4556
Visionary Horizons
Tennessee
$1.91M +$68.7K +138 +4%
VIM
4557
Vista Investment Management
Pennsylvania
$1.91M -$143K -288 -7%
JCFM
4558
JBR Co Financial Management
Oklahoma
$1.9M -$32.3K -65 -2%
GWM
4559
Greenhouse Wealth Management
Connecticut
$1.9M +$1.99K +4 +0.1%
RSWA
4560
Robinson Smith Wealth Advisors
Maine
$1.9M +$30.8K +62 +2%
YWM
4561
Yoder Wealth Management
California
$1.89M +$226K +455 +14%
BA
4562
BIP Alliance
Georgia
$1.89M +$15.4K +31 +0.8%
FNWA
4563
Financial Network Wealth Advisors
Utah
$1.89M +$9.95K +20 +0.5%
FWA
4564
FSC Wealth Advisors
New York
$1.88M -$2.98K -6 -0.2%
MCIA
4565
Mountain Capital Investment Advisors
Colorado
$1.88M +$28.5K +58 +2%
SWAG
4566
Spectrum Wealth Advisory Group
California
$1.88M -$1.99K -4 -0.1%
GFP
4567
Guardian Financial Partners
California
$1.88M +$55.7K +112 +3%
TIAM2
4568
Tru Independence Asset Management 2
Oregon
$1.87M -$192K -386 -9%
ICMM
4569
Integrated Capital Management (Michigan)
Michigan
$1.87M +$6.12K +12 +0.3%
CWMG
4570
Compass Wealth Management (Georgia)
Georgia
$1.87M +$1.87M +3,761 New
KI
4571
Kapitalo Investimentos
Brazil
$1.87M -$16.7M -33,667 -90%
IIA
4572
Integrity Investment Advisors
Colorado
$1.86M +$230K +463 +14%
FWP
4573
Fiduciary Wealth Partners
Massachusetts
$1.86M -$1.33M -2,672 -42%
AWP
4574
Astra Wealth Partners
New Jersey
$1.86M +$238K +478 +15%
PGWM
4575
Pitti Group Wealth Management
New York
$1.85M -$75.1K -151 -4%