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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 %
BWM
5451
Biltmore Wealth Management
Arizona
$401K +$497 +1 +0.1%
CFGSD
5452
Compass Financial Group (South Dakota)
South Dakota
$400K -$1.99K -4 -0.5%
KC
5453
Kinloch Capital
Virginia
$399K
LWAM
5454
Legacy Wealth Asset Management
Minnesota
$398K
BCM
5455
Beddow Capital Management
Wyoming
$398K +$12.4K +25 +3%
LODC
5456
Lanham O'Dell & Company
West Virginia
$398K
FPWM
5457
Five Pine Wealth Management
Idaho
$398K -$15.4K -31 -4%
HCM
5458
Hudson Capital Management
New Jersey
$397K
FWP
5459
Family Wealth Partners
North Carolina
$397K +$397K +798 New
TFP
5460
Traction Financial Partners
Wyoming
$397K -$70.6K -142 -15%
SF
5461
SageOak Financial
Oklahoma
$396K
STCOSD
5462
Sageworth Trust Company of South Dakota
South Dakota
$396K
RHJA
5463
Rice Hall James & Associates
California
$396K +$18.4K +37 +5%
EA
5464
Ergawealth Advisors
Illinois
$394K +$25.9K +52 +7%
SA
5465
Sincerus Advisory
New York
$393K +$12.8K +25 +3%
RFP
5466
RCS Financial Planning
Maryland
$392K -$5.47K -11 -1%
AF
5467
Amara Financial
California
$391K +$10.4K +21 +3%
MAM
5468
Mullooly Asset Management
New Jersey
$390K +$8.95K +18 +2%
PWG
5469
Private Wealth Group
Florida
$390K
AFS
5470
AFG Fiduciary Services
Massachusetts
$389K -$8.86K -18 -2%
BP
5471
BCK Partners
New York
$386K -$4.97K -10 -1%
CC
5472
Corton Capital
Ontario, Canada
$386K +$386K +777 New
SF
5473
SWP Financial
California
$385K
GRR
5474
Golden Reserve Retirement
Ohio
$383K -$95K -191 -20%
SIMC
5475
Squire Investment Management Company
Utah
$382K +$55.7K +112 +17%