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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 %
MWM
4601
McNaughton Wealth Management
California
$1.79M -$38.8K -78 -2%
SFP
4602
Sterling Financial Planning
New Jersey
$1.79M -$45.8K -92 -2%
KA
4603
Kooman & Associates
Pennsylvania
$1.79M +$12.9K +26 +0.7%
BDPWM
4604
Barnes Dennig Private Wealth Management
Ohio
$1.79M +$260K +523 +17%
PFM
4605
Peak Financial Management
Massachusetts
$1.78M +$294K +591 +20%
RF
4606
RHS Financial
California
$1.78M -$248K -499 -12%
EARNEST Partners
4607
EARNEST Partners
Georgia
$1.78M
AA
4608
ACT Advisors
North Carolina
$1.77M +$18.9K +38 +1%
WWM
4609
Wiser Wealth Management
Georgia
$1.77M +$184K +370 +12%
TCM
4610
Tang Capital Management
California
$1.76M -$636K -1,279 -27%
WFA
4611
West Financial Advisors
Iowa
$1.76M +$1.99K +4 +0.1%
SFS
4612
Sharp Financial Services
Pennsylvania
$1.76M -$194K -391 -10%
FS
4613
Ferguson Shapiro
Georgia
$1.76M -$153K -307 -8%
PPW
4614
Presilium Private Wealth
Pennsylvania
$1.76M +$54.7K +110 +3%
BCA
4615
Bay Capital Advisors
Virginia
$1.76M -$34.3K -69 -2%
MPW
4616
MASECO Private Wealth
$1.75M +$1.75M +3,520 New
BAM
4617
Bosun Asset Management
Illinois
$1.75M -$72.6K -146 -4%
BF
4618
Brogan Financial
Tennessee
$1.75M -$95K -191 -5%
CI
4619
Corient IA
Florida
$1.74M +$398K +800 +30%
C
4620
Croban
Ohio
$1.74M -$20.9K -42 -1%
BMD
4621
Better Money Decisions
New Mexico
$1.74M +$10.4K +21 +0.6%
SCI
4622
Silver Coast Investments
United States
$1.74M -$174K -350 -9%
LWM
4623
Lionsbridge Wealth Management
Florida
$1.73M -$38.3K -77 -2%
SFA
4624
Seneca Financial Advisors
New York
$1.73M -$497 -1 -0%
RIA
4625
Richwood Investment Advisors
Ohio
$1.73M -$7.46K -15 -0.4%