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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 %
OGF
4926
Orin Green Financial
California
$1.19M +$132K +265 +12%
RFG
4927
REAP Financial Group
Texas
$1.19M +$238K +479 +25%
Q
4928
QVR
California
$1.19M +$1.19M +2,394 New
SS
4929
Sound Stewardship
Kansas
$1.19M
WFL
4930
Wealth Forward LLC
North Dakota
$1.19M +$115K +231 +11%
AFIA
4931
America First Investment Advisors
Nebraska
$1.19M -$47.7K -96 -4%
CWMA
4932
Capstone Wealth Management (Alabama)
Alabama
$1.19M -$7.96K -16 -0.7%
WFP
4933
Wrenne Financial Planning
Kentucky
$1.18M +$11.9K +24 +1%
DC
4934
Dahring Cusmano
Michigan
$1.17M +$2.99K +6 +0.3%
TLFA
4935
True Link Financial Advisors
California
$1.17M -$4.48K -9 -0.4%
AWA
4936
AmeriServ Wealth Advisors
Pennsylvania
$1.17M -$8.95K -18 -0.8%
FFS
4937
Fortress Financial Solutions
Arizona
$1.17M +$45.8K +92 +4%
WA
4938
Wealthstar Advisors
Texas
$1.17M -$1.99K -4 -0.2%
RFO
4939
RiverGlades Family Offices
Florida
$1.16M +$19.9K +40 +2%
NFA
4940
Northwest Financial Advisors
Virginia
$1.16M -$7.43M -14,930 -86%
GK
4941
Graney & King
New York
$1.16M +$20.9K +42 +2%
LWM
4942
Lighthouse Wealth Management
Ohio
$1.16M +$45.3K +91 +4%
WMWM
4943
Wilkins Miller Wealth Management
Alabama
$1.16M -$86.1K -173 -7%
BWG
4944
Balanced Wealth Group
Ohio
$1.16M +$20.3K +38 +2%
JWS
4945
Juncture Wealth Strategies
Arizona
$1.16M -$38.8K -78 -3%
GOCP
4946
Great Oak Capital Partners
Massachusetts
$1.16M +$10.6K +21 +0.9%
LFA
4947
Lauterbach Financial Advisors
Texas
$1.16M -$157K -315 -12%
PA
4948
Persium Advisors
Georgia
$1.15M -$15.9K -32 -1%
SG
4949
Stanich Group
New York
$1.15M -$503 -1 -0%
TWA
4950
Trellis Wealth Advisors
California
$1.15M