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Microsoft

5,693 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, 2,570 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,693
Holders Change
+12
Holders Change %
+0.21%
% of All Funds
76.31%
Holding in Top 10
3,092
Holding in Top 10 Change
+298
Holding in Top 10 Change %
+10.67%
% of All Funds
41.45%
New
229
Increased
2,515
Reduced
2,570
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 %
CCMW
4926
Cypress Capital Management (Wyoming)
Wyoming
$1.2M -$31.8K -64 -3%
MWP
4927
Meredith Wealth Planning
Illinois
$1.2M +$4.97K +10 +0.4%
CFG
4928
CMC Financial Group
Georgia
$1.2M -$8.46K -17 -0.7%
OGF
4929
Orin Green Financial
California
$1.19M +$132K +265 +12%
RFG
4930
REAP Financial Group
Texas
$1.19M +$238K +479 +25%
Q
4931
QVR
California
$1.19M +$1.19M +2,394 New
SS
4932
Sound Stewardship
Kansas
$1.19M
WFL
4933
Wealth Forward LLC
North Dakota
$1.19M +$115K +231 +11%
AFIA
4934
America First Investment Advisors
Nebraska
$1.19M -$47.7K -96 -4%
CWMA
4935
Capstone Wealth Management (Alabama)
Alabama
$1.19M -$7.96K -16 -0.7%
WFP
4936
Wrenne Financial Planning
Kentucky
$1.18M +$11.9K +24 +1%
DC
4937
Dahring Cusmano
Michigan
$1.17M +$2.99K +6 +0.3%
TLFA
4938
True Link Financial Advisors
California
$1.17M -$4.48K -9 -0.4%
AWA
4939
AmeriServ Wealth Advisors
Pennsylvania
$1.17M -$8.95K -18 -0.8%
FFS
4940
Fortress Financial Solutions
Arizona
$1.17M +$45.8K +92 +4%
WA
4941
Wealthstar Advisors
Texas
$1.17M -$1.99K -4 -0.2%
RFO
4942
RiverGlades Family Offices
Florida
$1.16M +$19.9K +40 +2%
NFA
4943
Northwest Financial Advisors
Virginia
$1.16M -$7.43M -14,930 -86%
GK
4944
Graney & King
New York
$1.16M +$20.9K +42 +2%
LWM
4945
Lighthouse Wealth Management
Ohio
$1.16M +$45.3K +91 +4%
WMWM
4946
Wilkins Miller Wealth Management
Alabama
$1.16M -$86.1K -173 -7%
BWG
4947
Balanced Wealth Group
Ohio
$1.16M +$20.3K +38 +2%
JWS
4948
Juncture Wealth Strategies
Arizona
$1.16M -$38.8K -78 -3%
GOCP
4949
Great Oak Capital Partners
Massachusetts
$1.16M +$10.6K +21 +0.9%
LFA
4950
Lauterbach Financial Advisors
Texas
$1.16M -$157K -315 -12%