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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 %
HAFS
5351
Hapanowicz & Associates Financial Services
Pennsylvania
$542K -$84.1K -169 -13%
FWM
5352
FMA Wealth Management
Massachusetts
$541K
FAC
5353
Financial Advisory Corporation
Michigan
$540K
AAS
5354
Asset Allocation Strategies
Michigan
$539K +$249K +500 +86%
SWM
5355
SpringVest Wealth Management
Texas
$537K -$12.4K -25 -2%
MC
5356
McCarthy & Cox
Ohio
$537K +$23.9K +48 +5%
WCM
5357
WealthTrak Capital Management
Virginia
$537K +$78.1K +157 +17%
PM
5358
Pembroke Management
Quebec, Canada
$537K +$537K +1,079 New
SC
5359
Swan Capital
Florida
$535K +$30.3K +61 +6%
SPW
5360
Surience Private Wealth
Washington
$534K -$28.9K -58 -5%
BWMG
5361
Bannerman Wealth Management Group
Texas
$532K +$532K +1,069 New
AWA
5362
Adapt Wealth Advisors
Georgia
$531K +$12.9K +26 +2%
BBL
5363
Beck Bode LLC
Massachusetts
$525K -$5.47K -11 -1%
HP
5364
Highlander Partners
Texas
$522K
BTIM
5365
BancFirst Trust & Investment Management
Oklahoma
$522K -$49.6K -100 -9%
LWMI
5366
Legacy Wealth Management (Idaho)
Idaho
$520K -$36.3K -73 -7%
LIS
5367
Legacy Investment Solutions
Idaho
$520K +$520K +1,045 New
PS
5368
Pinney & Scofield
Massachusetts
$518K +$33.8K +68 +7%
SWM
5369
Stonebridge Wealth Management
Illinois
$518K +$518K +1,041 New
GKFF
5370
George Kaiser Family Foundation
Oklahoma
$516K +$168K +337 +48%
SJGA
5371
Stephen J. Garry & Associates
New York
$516K
HFA
5372
Highland Financial Advisors
New Jersey
$514K
FAM
5373
Frontier Asset Management
Wyoming
$514K +$514K +1,032 New
MWA
5374
Mills Wealth Advisors
Texas
$513K +$26.4K +53 +5%
FFW
5375
Fusion Family Wealth
New York
$513K