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Microsoft

5,690 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, 2,569 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,690
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
41.45%
New
229
Increased
2,513
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 %
SIAS
5251
Summit Investment Advisory Services
Minnesota
$682K +$111K +223 +19%
OKSA
5252
O'Keefe Stevens Advisory
New York
$682K +$4.48K +9 +0.7%
NLWP
5253
Next Level Wealth Planning
Idaho
$678K -$1.99K -4 -0.3%
CFP
5254
Cypress Financial Planning
New Jersey
$678K -$140K -281 -17%
LWIC
5255
Leith Wheeler Investment Counsel
British Columbia, Canada
$676K -$907K -1,823 -57%
AAG
5256
Avalon Advisory Group
Pennsylvania
$676K -$10.9K -22 -2%
FAM
5257
Fenimore Asset Management
New York
$676K
SF
5258
Seek First
California
$675K +$9.95K +20 +1%
5W
5259
5T Wealth
California
$675K +$76.6K +154 +13%
AFA
5260
Alpha Financial Advisors
North Carolina
$675K +$229K +461 +51%
TR
5261
Tepp RIA
New Jersey
$672K -$127K -255 -16%
LWA
5262
Ledgewood Wealth Advisors
New Hampshire
$671K
SP
5263
SIH Partners
Delaware
$670K +$670K +1,347 New
MGWA
5264
Monument Group Wealth Advisors
Massachusetts
$669K +$211K +424 +46%
LFWA
5265
LBJ Family Wealth Advisors
Texas
$664K +$497 +1 +0.1%
MC
5266
Maren Capital
Illinois
$664K -$448K -900 -40%
MAP
5267
Moody Aldrich Partners
Massachusetts
$663K
CAM
5268
Clarity Asset Management
Iowa
$663K +$282K +566 +74%
FF
5269
Financial Futures
New Jersey
$663K -$51.7K -104 -7%
SOWAS
5270
Silver Oak Wealth Advisors Services
California
$663K -$54.2K -109 -8%
BWL
5271
Beacon Wealthcare LLC
North Carolina
$662K +$14.9K +30 +2%
CAAM
5272
Cornerstone Advisors Asset Management
Pennsylvania
$662K +$37.3K +75 +6%
MFG
5273
Mustico Financial Group
New York
$660K +$660K +1,257 New
NJBEST
5274
New Jersey Better Educational Savings Trust
New Jersey
$658K -$1.68M -3,387 -72%
LAMNM
5275
Longview Asset Management (New Mexico)
New Mexico
$657K +$45.8K +92 +7%