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Microsoft

5,694 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, 2,515 increasing their positions, 2,571 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,694
Holders Change
+13
Holders Change %
+0.23%
% 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
41.46%
New
229
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 %
TFA
4901
TPG Financial Advisors
Oregon
$1.23M +$15.9K +32 +1%
FLFS
4902
Family Legacy Financial Solutions
North Carolina
$1.23M +$1.23M +2,481 New
BF
4903
Brooklyn FI
New York
$1.23M +$660K +1,327 +115%
W
4904
WorthPointe
California
$1.23M -$334K -672 -21%
LAS
4905
Lloyd Advisory Services
Georgia
$1.23M +$70.7K +142 +6%
KV
4906
Kickstand Ventures
New York
$1.23M -$2.98K -6 -0.2%
VFG
4907
V2 Financial group
Illinois
$1.23M +$12.4K +25 +1%
HIM
4908
Hanlon Investment Management
New Jersey
$1.23M -$1.04M -2,087 -46%
SIMG
4909
Stephens Investment Management Group
Texas
$1.23M -$29.3K -59 -2%
IWP
4910
Insight Wealth Partners
Texas
$1.23M +$106K +214 +10%
PWM
4911
Provident Wealth Management
Tennessee
$1.23M -$125K -251 -9%
TC
4912
TAGStone Capital
North Carolina
$1.22M +$105K +202 +9%
SA
4913
Stewardship Advisors
Pennsylvania
$1.22M -$130K -262 -10%
AWM
4914
Avaii Wealth Management
Wisconsin
$1.22M +$22.9K +46 +2%
CCA
4915
Covey Capital Advisors
Georgia
$1.22M
CIA
4916
Caerus Investment Advisors
Texas
$1.22M
SWP
4917
ShoreHaven Wealth Partners
New Jersey
$1.22M -$12.4K -25 -1%
TFO
4918
Timonier Family Office
North Carolina
$1.21M
HIGP
4919
Hill Investment Group Partners
Missouri
$1.21M +$55.7K +112 +5%
JC
4920
Jentner Corp
Ohio
$1.21M +$134K +270 +13%
ATC
4921
Advantage Trust Company
Kansas
$1.21M +$348K +700 +41%
FA
4922
Fortis Advisors
Pennsylvania
$1.21M -$76.1K -153 -6%
APW
4923
Axim Planning & Wealth
Ohio
$1.21M +$31.3K +63 +3%
AWM
4924
AAF Wealth Management
Massachusetts
$1.2M +$257K +517 +27%
RPGNY
4925
Retirement Planning Group (New York)
New York
$1.2M +$456K +916 +61%