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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 %
NPI
5201
New Perspectives Inc
Mississippi
$756K +$497 +1 +0.1%
BA
5202
BCM Advisors
Louisiana
$752K
NECFA
5203
New England Capital Financial Advisors
Connecticut
$751K +$28.9K +58 +4%
NWA
5204
Navis Wealth Advisors
New York
$751K +$17.4K +35 +2%
TWM
5205
Tanglewood Wealth Management
Texas
$749K -$18.9K -38 -2%
BOC
5206
Bull Oak Capital
California
$749K -$497 -1 -0.1%
KP
5207
Kitching Partners
Pennsylvania
$749K +$56.7K +114 +8%
GCWM
5208
Graham Capital Wealth Management
District of Columbia
$748K +$93K +187 +14%
CC
5209
Carlson Capital
Texas
$746K +$746K +1,500 New
NI
5210
NFC Investments
Tennessee
$746K
FRM
5211
Fox Run Management
Connecticut
$745K +$184K +370 +33%
CC
5212
Climber Capital
Switzerland
$744K +$1.98K +4 +0.3%
VWA
5213
Valued Wealth Advisors
Utah
$740K +$13.9K +28 +2%
SIM
5214
Sims Investment Management
Ohio
$738K -$9.95K -20 -1%
TCM
5215
Tuttle Capital Management
Connecticut
$732K +$95.5K +192 +15%
RCWM
5216
Red Crane Wealth Management
California
$732K +$27.9K +56 +4%
CAG
5217
Compass Advisory Group
New York
$731K +$35.8K +72 +5%
CPA
5218
Clear Point Advisors
New York
$728K +$15.7K +31 +2%
BFP
5219
Briaud Financial Planning
Texas
$727K +$44.8K +90 +7%
WFPG
5220
Waller Financial Planning Group
Ohio
$727K -$180K -362 -20%
TPW
5221
Tiller Private Wealth
Pennsylvania
$726K -$480K -964 -40%
AFS
5222
Axiom Financial Strategies
Indiana
$724K -$581K -1,169 -45%
DWS
5223
Dynamic Wealth Strategies
California
$723K -$8.46K -17 -1%
CWM
5224
Core Wealth Management
Florida
$718K -$72.6K -146 -9%
TA
5225
TKG Advisors
Indiana
$718K -$6.96K -14 -1%