MSFT icon

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 %
NC
4651
North Capital
Utah
$1.68M -$31.3K -63 -2%
FWA
4652
FORM Wealth Advisors
Wisconsin
$1.68M +$66.2K +133 +4%
VWWMG
4653
Vermillion & White Wealth Management Group
Pennsylvania
$1.68M +$17.9K +36 +1%
BCG
4654
Bravias Capital Group
New Jersey
$1.68M +$479K +963 +40%
MSWA
4655
Marshall & Sterling Wealth Advisors
New York
$1.67M -$67.2K -136 -4%
WFS
4656
WealthGarden F.S.
California
$1.67M +$29.3K +55 +2%
DM
4657
Diker Management
New York
$1.67M
ST
4658
Sageworth Trust
Pennsylvania
$1.67M +$25.9K +52 +2%
SHWM
4659
Smith & Howard Wealth Management
Georgia
$1.67M -$91K -183 -5%
OIS
4660
OneAscent Investment Solutions
Alabama
$1.67M -$333K -670 -17%
AA
4661
Aufman Associates
Pennsylvania
$1.67M +$109K +219 +7%
CIC
4662
Cornercap Investment Counsel
Georgia
$1.66M -$40.3K -81 -2%
RFA
4663
Reyes Financial Architecture
California
$1.66M +$287K +577 +21%
MS
4664
Maven Securities
Jersey
$1.66M -$354K -711 -18%
OFP
4665
OFC Financial Planning
New Jersey
$1.66M +$17.9K +36 +1%
MFA
4666
McClarren Financial Advisors
Pennsylvania
$1.66M -$830K -1,668 -33%
RFG
4667
Range Financial Group
Oregon
$1.66M -$9.45K -19 -0.6%
SWA
4668
Sightline Wealth Advisors
Connecticut
$1.66M +$84.6K +170 +5%
VCWA
4669
Vanguard Capital Wealth Advisors
Colorado
$1.65M +$169K +340 +11%
HB
4670
Horizon Bancorp
Indiana
$1.65M +$241K +484 +17%
FFG
4671
Fortress Financial Group
Minnesota
$1.65M +$129K +260 +9%
SIC
4672
Sage Investment Counsel
Tennessee
$1.64M -$19.4K -39 -1%
AWP
4673
Avid Wealth Partners
Texas
$1.64M +$643K +1,293 +65%
PSA
4674
Plum Street Advisors
Louisiana
$1.64M +$51.2K +103 +3%
KCIC
4675
Kuhn & Co Investment Counsel
Illinois
$1.63M -$2.98K -6 -0.2%