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Microsoft

5,690 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, 2,513 increasing their positions, 2,569 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,690
Holders Change
+10
Holders Change %
+0.18%
% of All Funds
76.3%
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
2,513
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 %
DIA
4801
Dean Investment Associates
Ohio
$1.4M -$8.95K -18 -0.6%
WC
4802
Weil Company
California
$1.4M +$266K +534 +23%
LWA
4803
Lifelong Wealth Advisors
Minnesota
$1.4M +$125K +252 +10%
GWSA
4804
Global Wealth Strategies & Associates
Colorado
$1.4M -$201K -404 -13%
FWM
4805
FFT Wealth Management
Pennsylvania
$1.4M +$80.2K +154 +6%
GCM
4806
G2 Capital Management
Ohio
$1.4M -$1.99K -4 -0.1%
EAM
4807
Everstar Asset Management
North Carolina
$1.39M +$23.4K +47 +2%
SL
4808
SWMG LLC
Texas
$1.39M -$92.3K -180 -6%
DF
4809
Define Financial
California
$1.39M +$7.96K +16 +0.6%
TWM
4810
Tumwater Wealth Management
Idaho
$1.39M -$17.9K -36 -1%
T
4811
Tidemark
California
$1.39M +$51.7K +104 +4%
PIA
4812
Pollock Investment Advisors
Michigan
$1.38M -$98K -197 -7%
KWA
4813
Kondo Wealth Advisors
California
$1.38M -$51.7K -105 -4%
SRCM
4814
Signature Resources Capital Management
California
$1.38M +$48.7K +98 +4%
WA
4815
Waterford Advisors
New York
$1.38M -$1.65M -1,510 -54%
MLRA
4816
Main Line Retirement Advisors
Montana
$1.38M +$22.9K +46 +2%
NF
4817
NavPoint Financial
Minnesota
$1.38M
BI
4818
Ballast Inc
Kentucky
$1.38M -$6.77M -13,602 -83%
JPLA
4819
Joseph P. Lucia & Associates
New York
$1.38M +$227K +456 +20%
SF
4820
Seros Financial
Arizona
$1.37M -$2.98K -6 -0.2%
SFP
4821
SwitchPoint Financial Planning
Utah
$1.37M +$217K +436 +19%
IFA
4822
Independence Financial Advisors
New Hampshire
$1.37M -$26.9K -54 -2%
OS
4823
Objectivity Squared
South Carolina
$1.37M +$6.96K +14 +0.5%
ACM
4824
Andina Capital Management
Utah
$1.37M +$63.2K +127 +5%
RMF
4825
Red Mountain Financial
Colorado
$1.36M +$497 +1 +0%