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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
76.32%
Holding in Top 10
3,091
Holding in Top 10 Change
+297
Holding in Top 10 Change %
+10.63%
% of All Funds
41.47%
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 %
CCM
5126
Charter Capital Management
Wisconsin
$885K +$885K +1,779 New
CFS
5127
CGC Financial Services
Oregon
$883K -$86.1K -173 -9%
SAM
5128
Sequent Asset Management
Texas
$883K -$44.8K -90 -5%
FG
5129
Fairman Group
Pennsylvania
$882K -$5.97K -12 -0.7%
NA
5130
Note Advisors
New York
$877K -$41.8K -84 -5%
E
5131
EntreWealth
Texas
$876K +$7.46K +15 +0.9%
RWM
5132
Rolek Wealth Management
Pennsylvania
$876K +$12.9K +26 +1%
NI
5133
NCP Inc
California
$874K -$27.9K -56 -3%
SWA
5134
ShankerValleau Wealth Advisors
Illinois
$874K
WAM
5135
Weinberger Asset Management
California
$874K +$102K +205 +13%
XPN
5136
XY Planning Network
Montana
$872K +$520K +1,045 +147%
BAWM
5137
Bennett Associates Wealth Management
Pennsylvania
$870K -$151K -303 -15%
SVWG
5138
Shared Vision Wealth Group
United States
$870K +$1.07K +2 +0.1%
VI
5139
VanderPol Investments
Michigan
$868K -$25.4K -51 -3%
KWM
5140
KMT Wealth Management
California
$867K
TIM
5141
Total Investment Management
Arizona
$866K +$14.9K +30 +2%
RWM
5142
RMG Wealth Management
Wisconsin
$865K +$865K +1,695 New
PF
5143
Penney Financial
Texas
$864K
HIW
5144
Holos Integrated Wealth
Pennsylvania
$861K -$42.3K -81 -5%
LP
5145
LGL Partners
Pennsylvania
$857K -$64.1K -123 -7%
GWM
5146
Global Wealth Management
New Jersey
$856K +$1.51K +3 +0.2%
AC
5147
Avant Capital
Louisiana
$851K +$281K +565 +49%
SF
5148
Strategent Financial
Virginia
$850K -$54.7K -110 -6%
LWA
5149
LifeGoal Wealth Advisors
New York
$847K +$166K +333 +24%
PCM
5150
Politan Capital Management
New York
$846K +$846K +1,701 New