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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 %
WWP
5226
Waypoint Wealth Partners
California
$717K +$452K +908 +170%
ACM
5227
Anfield Capital Management
California
$717K +$57.2K +115 +9%
FCG
5228
Financial Connections Group
California
$716K +$35.8K +72 +5%
BCM
5229
Basso Capital Management
Connecticut
$716K -$27.4K -55 -4%
PA
5230
Prism Advisors
California
$712K
AWM
5231
Altus Wealth Management
Kentucky
$711K -$577K -1,161 -45%
CCG
5232
Capital CS Group
California
$710K +$430K +864 +153%
DWM
5233
Denver Wealth Management
Colorado
$709K -$10.9K -22 -2%
OA
5234
Oceanside Advisors
South Carolina
$708K
SC
5235
Schiavi & Co
Delaware
$706K
DAL
5236
Delta Accumulation LLC
California
$701K +$861 +2 +0.1%
GFM
5237
GEN Financial Management
Minnesota
$700K -$474K -952 -40%
EPM
5238
Elm Partners Management
Pennsylvania
$699K +$302K +607 +76%
MSA
5239
Marathon Strategic Advisors
Pennsylvania
$697K +$32.8K +66 +5%
MCA
5240
Martin Capital Advisors
Texas
$696K
BSG
5241
Black Swift Group
Colorado
$696K +$97.5K +196 +16%
FIC
5242
Family Investment Center
Missouri
$694K +$424K +852 +157%
GWA
5243
Gutierrez Wealth Advisory
Arkansas
$692K -$194K -390 -22%
TVAMP
5244
Tennessee Valley Asset Management Partners
Tennessee
$691K -$2.5M -5,018 -78%
GWA
5245
Genesis Wealth Advisors
Massachusetts
$690K
LAM
5246
Lountzis Asset Management
Pennsylvania
$687K
FIA
5247
FPC Investment Advisory
California
$686K +$24.6K +48 +4%
STFP
5248
Signal Tree Financial Partners
Ohio
$685K +$41.3K +83 +6%
JWM
5249
JDH Wealth Management
California
$683K -$126K -254 -16%
SIAS
5250
Summit Investment Advisory Services
Minnesota
$682K +$111K +223 +19%