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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 %
EW
5001
Entruity Wealth
California
$1.06M
CFO
5002
Custos Family Office
Texas
$1.06M +$314K +631 +42%
WAG
5003
Windsor Advisory Group
Ohio
$1.06M +$45.3K +91 +4%
EWA
5004
Elevate Wealth Advisory
Georgia
$1.05M +$62.2K +125 +6%
DC
5005
Darrow Company
Massachusetts
$1.05M -$1.99K -4 -0.2%
TDC
5006
Thompson Davis & Co
Virginia
$1.04M -$11.4K -23 -1%
MPW
5007
MA Private Wealth
California
$1.04M -$48.2K -97 -4%
SG
5008
Sharper & Granite
California
$1.04M +$118K +240 +13%
DI
5009
Disciplined Investments
Oklahoma
$1.04M -$4.48K -9 -0.4%
BP
5010
BWM Planning
Texas
$1.04M +$53.2K +107 +5%
MIAS
5011
Mason Investment Advisory Services
Virginia
$1.04M +$498 +1 +0%
PFA
5012
Plotkin Financial Advisors
Maryland
$1.04M +$60.2K +121 +6%
FL
5013
FreeGulliver LLC
Louisiana
$1.04M -$216K -434 -17%
OWM
5014
Orca Wealth Management
Florida
$1.04M
SFMG
5015
Sage Financial Management Group
Virginia
$1.03M
BWM
5016
Brickley Wealth Management
California
$1.03M +$12.4K +25 +1%
LAM
5017
Lifestyle Asset Management
Texas
$1.03M -$8.95K -18 -0.9%
CA
5018
Corrado Advisors
New Jersey
$1.03M +$174K +350 +20%
ACM
5019
Ardent Capital Management
Ohio
$1.03M
ORAM
5020
One River Asset Management
Connecticut
$1.03M -$7.81M -15,753 -88%
CFS
5021
Compass Financial Services
Iowa
$1.03M +$58.2K +117 +6%
FI
5022
FWG Investments
Kentucky
$1.03M +$1.03M +2,062 New
OWA
5023
Oak Wealth Advisors
Illinois
$1.02M -$5.47K -11 -0.5%
PCM
5024
Passive Capital Management
Maryland
$1.02M -$73.8K -150 -7%
B
5025
BetterWealth
California
$1.02M -$12.9K -26 -1%