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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 %
BW
4776
BostonPremier Wealth
Massachusetts
$1.46M +$268K +539 +22%
LIA
4777
LifePlan Investment Advisors
North Carolina
$1.46M -$77.1K -155 -5%
2WWM
4778
21 West Wealth Management
California
$1.46M +$1.46M +2,934 New
KFP
4779
Keener Financial Planning
Texas
$1.46M
CB
4780
Chris Bulman
California
$1.46M +$116K +233 +9%
FCC
4781
Flower City Capital
New York
$1.46M -$32.3K -65 -2%
2L
4782
25 LLC
Missouri
$1.46M +$92K +185 +7%
MS
4783
Mizuho Securities
Japan
$1.45M +$1.28M +2,580 +759%
VWM
4784
Verus Wealth Management
Wisconsin
$1.45M -$12.9K -26 -0.9%
AFP
4785
Alpha Financial Partners
Kentucky
$1.45M +$268K +539 +23%
SCB
4786
Saudi Central Bank
Saudi Arabia
$1.44M +$62.7K +126 +5%
BIA
4787
BHK Investment Advisors
Alabama
$1.44M -$36.3K -73 -2%
EFN
4788
Equita Financial Network
Pennsylvania
$1.44M -$140K -282 -9%
BF
4789
Blankinship & Foster
California
$1.43M +$64.7K +130 +5%
NIA
4790
NBZ Investment Advisors
Tennessee
$1.43M -$38.8K -78 -3%
SWM
4791
Seaside Wealth Management
California
$1.43M +$782K +1,572 +121%
AGA
4792
Arkos Global Advisors
Texas
$1.42M +$140K +282 +11%
PD
4793
Planning Directions
Pennsylvania
$1.42M -$394K -791 -22%
MSRI
4794
Michael S. Ryan Inc
New York
$1.42M +$38.8K +78 +3%
MFA
4795
Morling Financial Advisors
California
$1.42M -$1,000K -2,010 -41%
ODFS
4796
O'Donnell Financial Services
California
$1.42M -$43.3K -87 -3%
BA
4797
Brightwater Advisory
Florida
$1.42M +$104K +210 +8%
CP
4798
Camelot Portfolios
Ohio
$1.42M -$250K -502 -15%
WF
4799
Warner Financial
Maryland
$1.41M
CCM
4800
Colorado Capital Management
Colorado
$1.41M +$110K +221 +8%