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Microsoft

5,692 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, 2,569 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,692
Holders Change
+11
Holders Change %
+0.19%
% of All Funds
76.31%
Holding in Top 10
3,091
Holding in Top 10 Change
+297
Holding in Top 10 Change %
+10.63%
% of All Funds
41.44%
New
229
Increased
2,515
Reduced
2,569
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 %
DFA
5076
DHK Financial Advisors
New Hampshire
$937K -$11.4K -23 -1%
LIM
5077
Letson Investment Management
Georgia
$937K
T
5078
Transce3nd
Texas
$935K -$74.7K -150 -7%
UFA
5079
Uptown Financial Advisors
Texas
$935K +$995 +2 +0.1%
CWA
5080
Capital Wealth Alliance
Arizona
$934K +$497 +1 +0.1%
ICCON
5081
Investment Counsel Company of Nevada
Nevada
$933K +$497 +1 +0.1%
AWM
5082
Allen Wealth Management
North Carolina
$932K -$36.8K -74 -4%
CCA
5083
Cypress Capital Advisors
Tennessee
$932K +$28.4K +57 +3%
SNWA
5084
Siligmueller & Norvid Wealth Advisors
Illinois
$931K
AAS
5085
AdviceOne Advisory Services
Connecticut
$930K +$99.5K +200 +12%
OBWP
5086
O'Brien Wealth Partners
Massachusetts
$930K -$212K -426 -19%
SHF
5087
Stage Harbor Financial
Massachusetts
$929K -$130K -262 -12%
CWA
5088
Centerline Wealth Advisors
Kentucky
$929K -$1.99K -4 -0.2%
BFA
5089
Bluestem Financial Advisors
Illinois
$929K -$216K -435 -19%
CPP
5090
Capasso Planning Partners
South Carolina
$925K -$1.17M -2,360 -56%
CWM
5091
Collaborative Wealth Management
Florida
$924K +$4.97K +10 +0.5%
WH
5092
Whitcomb & Hess
Ohio
$923K -$23.9K -48 -3%
NWM
5093
Napa Wealth Management
California
$921K -$18.4K -37 -2%
CFG
5094
Compton Financial Group
Maryland
$919K +$497 +1 +0.1%
PWM
5095
Parkshore Wealth Management
California
$918K -$17.4K -35 -2%
TFG
5096
Tull Financial Group
Virginia
$918K +$122K +246 +15%
PCM
5097
Prospera Capital Management
Arizona
$917K +$83.6K +168 +10%
OFG
5098
Opulen Financial Group
Virginia
$913K +$243K +489 +36%
FFP
5099
Forbes Financial Planning
Rhode Island
$913K
TCM
5100
TT Capital Management
California
$912K +$137K +275 +18%