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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 %
SP
4726
SWS Partners
Ohio
$1.55M -$183K -368 -11%
IW
4727
Instrumental Wealth
Florida
$1.55M +$21.2K +42 +1%
MWM
4728
MBE Wealth Management
Wisconsin
$1.55M +$13.9K +28 +0.9%
HAS
4729
Holland Advisory Services
Florida
$1.55M +$260K +522 +20%
HHWM
4730
Hiley Hunt Wealth Management
Nebraska
$1.54M -$27.9K -56 -2%
JRCM
4731
Jones Road Capital Management
New York
$1.54M -$448K -900 -23%
TWM
4732
Trinity Wealth Management
Pennsylvania
$1.54M -$13.9K -28 -0.9%
UWM
4733
USAdvisors Wealth Management
Minnesota
$1.54M -$1.58M -3,183 -51%
AWM
4734
Alterna Wealth Management
Texas
$1.54M -$654K -1,315 -30%
FPW
4735
Flywheel Private Wealth
California
$1.52M -$104K -210 -6%
BI
4736
Bramshill Investments
Florida
$1.52M +$28.4K +57 +2%
WAN
4737
Wealth Advisors Northwest
Oregon
$1.52M +$198K +399 +15%
CSI
4738
Clark & Stuart Inc
Maine
$1.52M +$153K +307 +11%
SIC
4739
Schwartz Investment Counsel
Michigan
$1.51M
HWM
4740
Hobbs Wealth Management
Indiana
$1.51M +$461K +926 +44%
HHRDM
4741
H&H Retirement Design & Management
Nevada
$1.51M +$198K +389 +15%
CAP
4742
Columbia Advisory Partners
Washington
$1.51M +$10.4K +21 +0.7%
KTM
4743
Keeler Thomas Management
Utah
$1.5M -$130K -261 -8%
SCM
4744
Spring Capital Management
Texas
$1.5M
BSTWA
4745
Blake Schutter Theil Wealth Advisors
Ohio
$1.5M -$497 -1 -0%
HCP
4746
Hardin Capital Partners
South Carolina
$1.5M -$460K -935 -23%
KL
4747
KilterHowling LLC
Colorado
$1.5M +$995 +2 +0.1%
POIA
4748
Pin Oak Investment Advisors
Texas
$1.5M -$2.22M -5,915 -60%
IPW
4749
Intergy Private Wealth
Colorado
$1.5M +$371K +746 +33%
TWP
4750
Tower Wealth Partners
Pennsylvania
$1.5M +$2.98K +6 +0.2%