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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, 2,515 increasing their positions, 2,571 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
2,515
Reduced
2,571
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 %
DWA
4701
Dougherty Wealth Advisers
Minnesota
$1.6M
ODA
4702
One Degree Advisors
California
$1.6M +$333K +670 +26%
BFA
4703
Brown Financial Advisory
Alabama
$1.6M +$524K +1,054 +49%
AA
4704
AJ Advisors
Tennessee
$1.6M -$10.9K -22 -0.7%
HIS
4705
Harvest Investment Services
Illinois
$1.59M -$27.9K -56 -2%
JRFS
4706
James Reed Financial Services
Ohio
$1.59M +$19.9K +40 +1%
CG
4707
Castellan Group
Kentucky
$1.59M -$17.6M -35,367 -92%
HNWA
4708
Henrickson Nauta Wealth Advisors
Michigan
$1.59M +$108K +217 +7%
HCC
4709
Hirtle Callaghan & Co
Pennsylvania
$1.59M -$655K -1,316 -29%
MFS
4710
Miller Financial Services
Michigan
$1.59M -$10.9K -22 -0.7%
SFC
4711
Sprinkle Financial Consultants
Colorado
$1.58M -$46.8K -94 -3%
IAG
4712
Ipsen Advisor Group
Arkansas
$1.58M +$61.2K +123 +4%
APC
4713
Asset Planning Corporation
Tennessee
$1.58M +$497 +1 +0%
LFS
4714
Lutz Financial Services
Nebraska
$1.57M +$68.6K +138 +5%
QFPS
4715
Quantum Financial Planning Services
Washington
$1.57M -$364K -731 -19%
AWA
4716
Arbor Wealth Advisors
Michigan
$1.57M
CAM
4717
CPA Asset Management
Florida
$1.57M -$7.46K -15 -0.5%
BPW
4718
BLVD Private Wealth
Kentucky
$1.57M +$1.57M +3,150 New
EWM
4719
Echo Wealth Management
Minnesota
$1.56M -$143K -288 -8%
F4L
4720
Fortune 45 LLC
Louisiana
$1.56M +$23.9K +48 +2%
WCP
4721
Welch Capital Partners
New York
$1.56M
RW
4722
REDW Wealth
New Mexico
$1.56M -$38.8K -78 -2%
MFC
4723
Morris Financial Concepts
South Carolina
$1.56M -$26.4K -53 -2%
WA
4724
WESPAC Advisors
California
$1.56M -$31.3K -63 -2%
GC
4725
Gibson Capital
Pennsylvania
$1.55M -$368K -740 -19%