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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 %
KAM
5476
Kraft Asset Management
Tennessee
$381K -$118K -238 -24%
KCM
5477
Kennicott Capital Management
California
$381K +$4.97K +10 +1%
VBA
5478
von Borstel & Associates
Oregon
$381K +$72.2K +135 +23%
SIAM
5479
Sterling Investment Advisors (Missouri)
Missouri
$380K -$159K -235 -30%
NFP
5480
NorthLanding Financial Partners
New York
$378K
BWA
5481
Bestgate Wealth Advisors
Maryland
$375K
CM
5482
Cornerstone Management
Georgia
$372K +$74.6K +150 +25%
SFA
5483
Spectrum Financial Alliance
Kentucky
$370K
EFP
5484
Envision Financial Planning
Tennessee
$368K +$19.4K +39 +6%
MFS
5485
McNamara Financial Services
Massachusetts
$365K
JC
5486
JBGlobal.com
New York
$364K
JFG
5487
JDM Financial Group
Texas
$363K
SPWM
5488
Straight Path Wealth Management
Michigan
$363K +$12.9K +26 +4%
HWA
5489
Hillcrest Wealth Advisors
New Jersey
$362K
AWA
5490
Aquire Wealth Advisors
Utah
$359K -$1.99K -4 -0.6%
S4W
5491
Solutions 4 Wealth
Texas
$357K
AC
5492
Applied Capital
Arkansas
$354K -$995 -2 -0.3%
NEPPG
5493
New England Professional Planning Group
Rhode Island
$353K
WF
5494
Williams Financial
Vermont
$352K +$352K +708 New
MWM
5495
Maltin Wealth Management
New Jersey
$352K +$994 +2 +0.3%
SWCM
5496
Sullivan Wood Capital Management
District of Columbia
$352K +$352K +707 New
IWM
5497
Inlight Wealth Management
Georgia
$351K -$18.9K -38 -5%
PWAC
5498
Private Wealth Advisors (California)
California
$350K +$497 +1 +0.1%
SWM
5499
Stark Wealth Management
Pennsylvania
$347K +$347K +697 New
SC
5500
Skylands Capital
Wisconsin
$346K