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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 %
AA
4701
AJ Advisors
Tennessee
$1.6M -$10.9K -22 -0.7%
HIS
4702
Harvest Investment Services
Illinois
$1.59M -$27.9K -56 -2%
JRFS
4703
James Reed Financial Services
Ohio
$1.59M +$19.9K +40 +1%
CG
4704
Castellan Group
Kentucky
$1.59M -$17.6M -35,367 -92%
HNWA
4705
Henrickson Nauta Wealth Advisors
Michigan
$1.59M +$108K +217 +7%
HCC
4706
Hirtle Callaghan & Co
Pennsylvania
$1.59M -$655K -1,316 -29%
MFS
4707
Miller Financial Services
Michigan
$1.59M -$10.9K -22 -0.7%
SFC
4708
Sprinkle Financial Consultants
Colorado
$1.58M -$46.8K -94 -3%
IAG
4709
Ipsen Advisor Group
Arkansas
$1.58M +$61.2K +123 +4%
APC
4710
Asset Planning Corporation
Tennessee
$1.58M +$497 +1 +0%
LFS
4711
Lutz Financial Services
Nebraska
$1.57M +$68.6K +138 +5%
QFPS
4712
Quantum Financial Planning Services
Washington
$1.57M -$364K -731 -19%
AWA
4713
Arbor Wealth Advisors
Michigan
$1.57M
CAM
4714
CPA Asset Management
Florida
$1.57M -$7.46K -15 -0.5%
BPW
4715
BLVD Private Wealth
Kentucky
$1.57M +$1.57M +3,150 New
EWM
4716
Echo Wealth Management
Minnesota
$1.56M -$143K -288 -8%
F4L
4717
Fortune 45 LLC
Louisiana
$1.56M +$23.9K +48 +2%
WCP
4718
Welch Capital Partners
New York
$1.56M
RW
4719
REDW Wealth
New Mexico
$1.56M -$38.8K -78 -2%
MFC
4720
Morris Financial Concepts
South Carolina
$1.56M -$26.4K -53 -2%
WA
4721
WESPAC Advisors
California
$1.56M -$31.3K -63 -2%
GC
4722
Gibson Capital
Pennsylvania
$1.55M -$368K -740 -19%
SP
4723
SWS Partners
Ohio
$1.55M -$183K -368 -11%
IW
4724
Instrumental Wealth
Florida
$1.55M +$21.2K +42 +1%
MWM
4725
MBE Wealth Management
Wisconsin
$1.55M +$13.9K +28 +0.9%