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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 %
NFP
4576
Narus Financial Partners
Utah
$1.85M +$86.1K +173 +5%
HWM
4577
HighMark Wealth Management
Minnesota
$1.85M +$290K +584 +19%
GSWA
4578
Good Steward Wealth Advisors
Tennessee
$1.85M -$416K -836 -18%
SCP
4579
Stevens Capital Partners
Nebraska
$1.85M +$601K +1,145 +48%
YCG
4580
Yeomans Consulting Group
Georgia
$1.84M +$71.8K +146 +4%
SWMG
4581
Sard Wealth Management Group
Georgia
$1.84M -$54.2K -109 -3%
AFA
4582
Avant Financial Advisors
Texas
$1.84M +$995 +2 +0.1%
SFM
4583
Systematic Financial Management
New Jersey
$1.83M
FWMM
4584
Foundation Wealth Management (Missouri)
Missouri
$1.83M +$42.8K +86 +2%
PP
4585
Pingora Partners
Wyoming
$1.83M -$7.46K -15 -0.4%
NFGCM
4586
Norman Fields Gottscho Capital Management
New York
$1.83M -$194K -390 -10%
DPI
4587
Diversified Portfolios Inc
Michigan
$1.82M +$176K +354 +11%
SCM
4588
Saxony Capital Management
Missouri
$1.82M -$31.8K -64 -2%
ZC
4589
Zeit Capital
Colorado
$1.82M -$41.3K -83 -2%
OWM
4590
OneAscent Wealth Management
Alabama
$1.82M +$327K +657 +22%
BIA
4591
Baer Investment Advisory
California
$1.82M -$41.6K -90 -2%
DWS
4592
Discipline Wealth Solutions
South Carolina
$1.81M +$469K +943 +35%
AIC
4593
Anthracite Investment Company
Texas
$1.81M
EFA
4594
Edge Financial Advisors
Illinois
$1.81M +$153K +308 +9%
ONGA
4595
O'Neil Global Advisors
California
$1.8M +$1.8M +3,624 New
CFGA
4596
Cambridge Financial Group (Arizona)
Arizona
$1.8M -$319K -642 -15%
PIA
4597
Panoramic Investment Advisors
Colorado
$1.8M -$240K -483 -12%
FA
4598
FSA Advisors
Michigan
$1.8M -$2.52M -5,070 -58%
DMBA
4599
Deseret Mutual Benefit Administrators
Utah
$1.8M
CCA
4600
Coign Capital Advisors
Utah
$1.8M +$49.7K +100 +3%