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Microsoft

5,672 hedge funds and large institutions have $2.64T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 227 funds opening new positions, 2,505 increasing their positions, 2,561 reducing their positions, and 109 closing their positions.

Holders
5,672
Holders Change
-7
Holders Change %
-0.12%
% of All Funds
76.18%
Holding in Top 10
3,080
Holding in Top 10 Change
+286
Holding in Top 10 Change %
+10.24%
% of All Funds
41.36%
New
227
Increased
2,505
Reduced
2,561
Closed
109
Calls
$47.5B
Puts
$37.9B
Net Calls
+$9.58B
Net Calls Change
+$9.45B
Name Market Value Shares Shares
Change
Shares
Change %
CWM
5551
Consultiva Wealth Management
Puerto Rico
$275K 552
SW
5552
Schulz Wealth
Texas
$274K 551 +2 +0.4%
MAFA
5553
MJT & Associates Financial Advisory
Minnesota
$273K 548
SCM
5554
Stonehearth Capital Management
Massachusetts
$272K 546
MHIP
5555
Mountain Hill Investment Partners
New Jersey
$271K 545 -3 -0.5%
HAS
5556
Horizon Advisory Services
New York
$269K 541
FIG
5557
FSA Investment Group
Florida
$267K 537 -179 -25%
HFA
5558
Harbert Fund Advisors
Alabama
$266K 535 -9,465 -95%
RIA
5559
Retirement Investment Advisors
Oklahoma
$266K 534
ADMI
5560
Albert D. Mason Inc
Massachusetts
$262K 527 +527 New
WFS
5561
Weitzel Financial Services
Iowa
$262K 497 +497 New
BWA
5562
Brave Warrior Advisors
New York
$261K 525 -750 -59%
UI
5563
Unconventional Investor
New Hampshire
$260K 522 -77 -13%
EA
5564
Evergreen Advisors
Tennessee
$260K 522 +522 New
LKWM
5565
Lee-Kelleher Wealth Management
Maryland
$260K 522 +522 New
BDWCC
5566
B&D White Capital Company
Texas
$259K 520 -5,600 -92%
CF
5567
Crosspoint Financial
California
$256K 515 -111 -18%
ASG
5568
Ariston Services Group
California
$256K 514 +514 New
PWM
5569
Parkworth Wealth Management
California
$255K 513 +112 +28%
KWM
5570
Kanen Wealth Management
Florida
$253K 509 +509 New
BPWM
5571
Black Point Wealth Management
Florida
$252K 508 -3,388 -87%
AA
5572
AF Advisors
California
$251K 504 +504 New
KPWM
5573
KDK Private Wealth Management
Texas
$251K 504 +504 New
VF
5574
Vestment Financial
Minnesota
$249K 509 -50 -9%
AWMG
5575
ADG Wealth Management Group
Louisiana
$249K 501 +501 New