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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 %
UFA
5076
Uptown Financial Advisors
Texas
$935K +$995 +2 +0.1%
CWA
5077
Capital Wealth Alliance
Arizona
$934K +$497 +1 +0.1%
ICCON
5078
Investment Counsel Company of Nevada
Nevada
$933K +$497 +1 +0.1%
AWM
5079
Allen Wealth Management
North Carolina
$932K -$36.8K -74 -4%
CCA
5080
Cypress Capital Advisors
Tennessee
$932K +$28.4K +57 +3%
SNWA
5081
Siligmueller & Norvid Wealth Advisors
Illinois
$931K
AAS
5082
AdviceOne Advisory Services
Connecticut
$930K +$99.5K +200 +12%
OBWP
5083
O'Brien Wealth Partners
Massachusetts
$930K -$212K -426 -19%
SHF
5084
Stage Harbor Financial
Massachusetts
$929K -$130K -262 -12%
CWA
5085
Centerline Wealth Advisors
Kentucky
$929K -$1.99K -4 -0.2%
BFA
5086
Bluestem Financial Advisors
Illinois
$929K -$216K -435 -19%
CPP
5087
Capasso Planning Partners
South Carolina
$925K -$1.17M -2,360 -56%
CWM
5088
Collaborative Wealth Management
Florida
$924K +$4.97K +10 +0.5%
WH
5089
Whitcomb & Hess
Ohio
$923K -$23.9K -48 -3%
NWM
5090
Napa Wealth Management
California
$921K -$18.4K -37 -2%
CFG
5091
Compton Financial Group
Maryland
$919K +$497 +1 +0.1%
PWM
5092
Parkshore Wealth Management
California
$918K -$17.4K -35 -2%
TFG
5093
Tull Financial Group
Virginia
$918K +$122K +246 +15%
PCM
5094
Prospera Capital Management
Arizona
$917K +$83.6K +168 +10%
OFG
5095
Opulen Financial Group
Virginia
$913K +$243K +489 +36%
FFP
5096
Forbes Financial Planning
Rhode Island
$913K
TCM
5097
TT Capital Management
California
$912K +$137K +275 +18%
DW
5098
Dodds Wealth
Colorado
$912K +$12.4K +25 +1%
CJ
5099
Caitlin John
Michigan
$912K -$147K -295 -14%
DFA
5100
DHJJ Financial Advisors
Illinois
$910K +$97.5K +196 +12%