MSFT icon

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 %
CFG
5126
Cornerstone Financial Group
Nebraska
$886K +$2.49K +5 +0.3%
SIM
5127
Synergy Investment Management
Florida
$886K -$19.4K -39 -2%
JSA
5128
Jim Saulnier & Associates
Colorado
$885K +$32.8K +66 +4%
CCM
5129
Charter Capital Management
Wisconsin
$885K +$885K +1,779 New
CFS
5130
CGC Financial Services
Oregon
$883K -$86.1K -173 -9%
SAM
5131
Sequent Asset Management
Texas
$883K -$44.8K -90 -5%
FG
5132
Fairman Group
Pennsylvania
$882K -$5.97K -12 -0.7%
NA
5133
Note Advisors
New York
$877K -$41.8K -84 -5%
E
5134
EntreWealth
Texas
$876K +$7.46K +15 +0.9%
RWM
5135
Rolek Wealth Management
Pennsylvania
$876K +$12.9K +26 +1%
NI
5136
NCP Inc
California
$874K -$27.9K -56 -3%
SWA
5137
ShankerValleau Wealth Advisors
Illinois
$874K
WAM
5138
Weinberger Asset Management
California
$874K +$102K +205 +13%
XPN
5139
XY Planning Network
Montana
$872K +$520K +1,045 +147%
BAWM
5140
Bennett Associates Wealth Management
Pennsylvania
$870K -$151K -303 -15%
SVWG
5141
Shared Vision Wealth Group
United States
$870K +$1.07K +2 +0.1%
VI
5142
VanderPol Investments
Michigan
$868K -$25.4K -51 -3%
KWM
5143
KMT Wealth Management
California
$867K
TIM
5144
Total Investment Management
Arizona
$866K +$14.9K +30 +2%
RWM
5145
RMG Wealth Management
Wisconsin
$865K +$865K +1,695 New
PF
5146
Penney Financial
Texas
$864K
HIW
5147
Holos Integrated Wealth
Pennsylvania
$861K -$42.3K -81 -5%
LP
5148
LGL Partners
Pennsylvania
$857K -$64.1K -123 -7%
GWM
5149
Global Wealth Management
New Jersey
$856K +$1.51K +3 +0.2%
AC
5150
Avant Capital
Louisiana
$851K +$281K +565 +49%