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Microsoft

5,686 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 228 funds opening new positions, 2,513 increasing their positions, 2,566 reducing their positions, and 109 closing their positions.

Holders
5,686
Holders Change
+7
Holders Change %
+0.12%
% of All Funds
76.32%
Holding in Top 10
3,089
Holding in Top 10 Change
+295
Holding in Top 10 Change %
+10.56%
% of All Funds
41.46%
New
228
Increased
2,513
Reduced
2,566
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 %
TAM
5301
TCP Asset Management
Ohio
$608K -$995 -2 -0.2%
AFTS
5302
American Financial & Tax Strategies
New York
$608K -$16.9K -34 -3%
PWA
5303
Principia Wealth Advisory
Texas
$606K +$42.3K +85 +7%
BFP
5304
Beacon Financial Planning
Massachusetts
$603K -$3.98K -8 -0.7%
EFG
5305
Ehrlich Financial Group
California
$602K -$6.47K -13 -1%
T
5306
TrueFG
Texas
$599K +$4.97K +10 +0.8%
OFP
5307
OLIO Financial Planning
Virginia
$597K -$47.3K -95 -7%
ACM
5308
Avos Capital Management
Washington
$596K -$209K -421 -26%
OFG
5309
Omega Financial Group
California
$596K +$179K +360 +43%
BIS
5310
BG Investment Services
Guam
$595K +$84.1K +169 +16%
BWA
5311
BCU Wealth Advisors
Illinois
$594K +$594K +1,195 New
LWMNY
5312
Landmark Wealth Management (New York)
New York
$593K -$16.9K -34 -3%
TWP
5313
Total Wealth Planning
Ohio
$591K +$40.3K +81 +7%
LWM
5314
Latko Wealth Management
Illinois
$590K +$201K +403 +52%
MF
5315
Midwestern Financial
Iowa
$587K +$587K +1,181 New
GG
5316
GenWealth Group
New Jersey
$587K
KWM
5317
Kiker Wealth Management
Georgia
$585K -$248K -498 -30%
JWM
5318
JFG Wealth Management
Colorado
$577K
BHWM
5319
Bay Harbor Wealth Management
Maryland
$576K +$121K +243 +27%
TFP
5320
Triune Financial Partners
Kansas
$575K -$91K -183 -14%
CWP
5321
Corepath Wealth Partners
Arizona
$575K +$4.99K +10 +0.9%
RL
5322
Retireful LLC
Michigan
$574K +$574K +1,153 New
SC
5323
Scratch Capital
Idaho
$573K -$71.1K -143 -11%
KIC
5324
Keating Investment Counselors
Florida
$571K +$26.4K +53 +5%
GWAM
5325
Guardian Wealth Advisors (Minnesota)
Minnesota
$571K -$12.4K -25 -2%