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Microsoft

5,689 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, 2,568 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,689
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
41.46%
New
229
Increased
2,513
Reduced
2,568
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 %
LAS
4901
Lloyd Advisory Services
Georgia
$1.23M +$70.7K +142 +6%
KV
4902
Kickstand Ventures
New York
$1.23M -$2.98K -6 -0.2%
VFG
4903
V2 Financial group
Illinois
$1.23M +$12.4K +25 +1%
HIM
4904
Hanlon Investment Management
New Jersey
$1.23M -$1.04M -2,087 -46%
SIMG
4905
Stephens Investment Management Group
Texas
$1.23M -$29.3K -59 -2%
IWP
4906
Insight Wealth Partners
Texas
$1.23M +$106K +214 +10%
PWM
4907
Provident Wealth Management
Tennessee
$1.23M -$125K -251 -9%
TC
4908
TAGStone Capital
North Carolina
$1.22M +$105K +202 +9%
SA
4909
Stewardship Advisors
Pennsylvania
$1.22M -$130K -262 -10%
AWM
4910
Avaii Wealth Management
Wisconsin
$1.22M +$22.9K +46 +2%
CCA
4911
Covey Capital Advisors
Georgia
$1.22M
CIA
4912
Caerus Investment Advisors
Texas
$1.22M
SWP
4913
ShoreHaven Wealth Partners
New Jersey
$1.22M -$12.4K -25 -1%
TFO
4914
Timonier Family Office
North Carolina
$1.21M
HIGP
4915
Hill Investment Group Partners
Missouri
$1.21M +$55.7K +112 +5%
JC
4916
Jentner Corp
Ohio
$1.21M +$134K +270 +13%
ATC
4917
Advantage Trust Company
Kansas
$1.21M +$348K +700 +41%
FA
4918
Fortis Advisors
Pennsylvania
$1.21M -$76.1K -153 -6%
APW
4919
Axim Planning & Wealth
Ohio
$1.21M +$31.3K +63 +3%
AWM
4920
AAF Wealth Management
Massachusetts
$1.2M +$257K +517 +27%
RPGNY
4921
Retirement Planning Group (New York)
New York
$1.2M +$456K +916 +61%
HWA
4922
HMV Wealth Advisors
Louisiana
$1.2M -$772K -1,553 -39%
CCMW
4923
Cypress Capital Management (Wyoming)
Wyoming
$1.2M -$31.8K -64 -3%
MWP
4924
Meredith Wealth Planning
Illinois
$1.2M +$4.97K +10 +0.4%
CFG
4925
CMC Financial Group
Georgia
$1.2M -$8.46K -17 -0.7%