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Microsoft

5,693 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, 2,570 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,693
Holders Change
+12
Holders Change %
+0.21%
% of All Funds
76.31%
Holding in Top 10
3,092
Holding in Top 10 Change
+298
Holding in Top 10 Change %
+10.67%
% of All Funds
41.45%
New
229
Increased
2,515
Reduced
2,570
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 %
GSWA
4576
Good Steward Wealth Advisors
Tennessee
$1.85M -$416K -836 -18%
SCP
4577
Stevens Capital Partners
Nebraska
$1.85M +$601K +1,145 +48%
YCG
4578
Yeomans Consulting Group
Georgia
$1.84M +$71.8K +146 +4%
SWMG
4579
Sard Wealth Management Group
Georgia
$1.84M -$54.2K -109 -3%
AFA
4580
Avant Financial Advisors
Texas
$1.84M +$995 +2 +0.1%
SFM
4581
Systematic Financial Management
New Jersey
$1.83M
FWMM
4582
Foundation Wealth Management (Missouri)
Missouri
$1.83M +$42.8K +86 +2%
PP
4583
Pingora Partners
Wyoming
$1.83M -$7.46K -15 -0.4%
NFGCM
4584
Norman Fields Gottscho Capital Management
New York
$1.83M -$194K -390 -10%
DPI
4585
Diversified Portfolios Inc
Michigan
$1.82M +$176K +354 +11%
SCM
4586
Saxony Capital Management
Missouri
$1.82M -$31.8K -64 -2%
ZC
4587
Zeit Capital
Colorado
$1.82M -$41.3K -83 -2%
OWM
4588
OneAscent Wealth Management
Alabama
$1.82M +$327K +657 +22%
BIA
4589
Baer Investment Advisory
California
$1.82M -$41.6K -90 -2%
DWS
4590
Discipline Wealth Solutions
South Carolina
$1.81M +$469K +943 +35%
AIC
4591
Anthracite Investment Company
Texas
$1.81M
EFA
4592
Edge Financial Advisors
Illinois
$1.81M +$153K +308 +9%
ONGA
4593
O'Neil Global Advisors
California
$1.8M +$1.8M +3,624 New
CFGA
4594
Cambridge Financial Group (Arizona)
Arizona
$1.8M -$319K -642 -15%
PIA
4595
Panoramic Investment Advisors
Colorado
$1.8M -$240K -483 -12%
FA
4596
FSA Advisors
Michigan
$1.8M -$2.52M -5,070 -58%
DMBA
4597
Deseret Mutual Benefit Administrators
Utah
$1.8M
CCA
4598
Coign Capital Advisors
Utah
$1.8M +$49.7K +100 +3%
SPP
4599
Single Point Partners
Massachusetts
$1.8M -$150K -301 -8%
EMCIP
4600
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.79M -$112K -225 -6%