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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 %
VFG
5276
Valley Financial Group
Pennsylvania
$650K
OAP
5277
One Advisory Partners
Kansas
$649K +$258K +510 +66%
CWM
5278
Capital Wealth Management
Rhode Island
$649K
FC
5279
Farringdon Capital
United Kingdom
$648K -$441K -887 -41%
LFA
5280
LifeGuide Financial Advisors
Pennsylvania
$648K
JPT
5281
Jordan Park Trust
New Hampshire
$648K +$85.1K +171 +15%
DFG
5282
Dynamic Financial Group
Iowa
$648K +$8.45K +17 +1%
OCM
5283
Objective Capital Management
Ohio
$645K -$196K -394 -23%
JCIA
5284
Jackson Creek Investment Advisors
Colorado
$644K -$12.4K -25 -2%
LL
5285
LPWM LLC
Minnesota
$644K
MCA
5286
Maryland Capital Advisors
Maryland
$638K +$163K +328 +34%
FPCG
5287
Forum Private Client Group
Indiana
$638K +$497 +1 +0.1%
AP
5288
Aspect Partners
Virginia
$637K +$167K +336 +36%
TL
5289
Tradewinds LLC
North Carolina
$636K -$19.1M -38,399 -97%
MWA
5290
Merkkuri Wealth Advisors
New York
$636K -$73.6K -148 -10%
FWMP
5291
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$635K +$9.95K +20 +2%
MAM
5292
Marquette Asset Management
Minnesota
$635K -$2.49K -5 -0.4%
SPIO
5293
Seven Post Investment Office
California
$634K
LIM
5294
Lagoda Investment Management
New York
$634K
DWM
5295
DKM Wealth Management
California
$633K -$9.94K -20 -2%
GWM
5296
Grand Wealth Management
Michigan
$621K -$45.7K -92 -7%
BBWP
5297
Beacon Bridge Wealth Partners
Pennsylvania
$621K -$48.2K -97 -7%
LTL
5298
Lowery Thomas LLC
California
$620K -$49.7K -100 -7%
GWM
5299
Guardian Wealth Management
Illinois
$619K +$6.47K +13 +1%
DRP
5300
Decker Retirement Planning
Utah
$615K +$123K +248 +25%