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Microsoft

5,691 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, 2,514 increasing their positions, 2,569 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,691
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
41.45%
New
229
Increased
2,514
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 %
HHWM
4726
Hiley Hunt Wealth Management
Nebraska
$1.54M -$27.9K -56 -2%
JRCM
4727
Jones Road Capital Management
New York
$1.54M -$448K -900 -23%
TWM
4728
Trinity Wealth Management
Pennsylvania
$1.54M -$13.9K -28 -0.9%
UWM
4729
USAdvisors Wealth Management
Minnesota
$1.54M -$1.58M -3,183 -51%
AWM
4730
Alterna Wealth Management
Texas
$1.54M -$654K -1,315 -30%
FPW
4731
Flywheel Private Wealth
California
$1.52M -$104K -210 -6%
BI
4732
Bramshill Investments
Florida
$1.52M +$28.4K +57 +2%
WAN
4733
Wealth Advisors Northwest
Oregon
$1.52M +$198K +399 +15%
CSI
4734
Clark & Stuart Inc
Maine
$1.52M +$153K +307 +11%
SIC
4735
Schwartz Investment Counsel
Michigan
$1.51M
HWM
4736
Hobbs Wealth Management
Indiana
$1.51M +$461K +926 +44%
HHRDM
4737
H&H Retirement Design & Management
Nevada
$1.51M +$198K +389 +15%
CAP
4738
Columbia Advisory Partners
Washington
$1.51M +$10.4K +21 +0.7%
KTM
4739
Keeler Thomas Management
Utah
$1.5M -$130K -261 -8%
SCM
4740
Spring Capital Management
Texas
$1.5M
BSTWA
4741
Blake Schutter Theil Wealth Advisors
Ohio
$1.5M -$497 -1 -0%
HCP
4742
Hardin Capital Partners
South Carolina
$1.5M -$460K -935 -23%
KL
4743
KilterHowling LLC
Colorado
$1.5M +$995 +2 +0.1%
POIA
4744
Pin Oak Investment Advisors
Texas
$1.5M -$2.22M -5,915 -60%
IPW
4745
Intergy Private Wealth
Colorado
$1.5M +$371K +746 +33%
TWP
4746
Tower Wealth Partners
Pennsylvania
$1.5M +$2.98K +6 +0.2%
MWG
4747
Martin Worley Group
Utah
$1.5M +$144K +290 +11%
KIA
4748
Kraematon Investment Advisors
Massachusetts
$1.5M -$13.4K -27 -0.9%
GC
4749
Gruss & Co
Florida
$1.49M -$1.74M -3,500 -54%
DLP
4750
De Lisle Partners
United Kingdom
$1.49M