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Microsoft

5,696 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 230 funds opening new positions, 2,515 increasing their positions, 2,572 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,696
Holders Change
+14
Holders Change %
+0.25%
% of All Funds
76.32%
Holding in Top 10
3,094
Holding in Top 10 Change
+299
Holding in Top 10 Change %
+10.7%
% of All Funds
41.46%
New
230
Increased
2,515
Reduced
2,572
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 %
OFS
2451
OMC Financial Services
New York
$12M -$273K -548 -2%
SFA
2452
Souders Financial Advisors
Ohio
$11.9M +$564K +1,133 +5%
MCCP
2453
Mission Creek Capital Partners
California
$11.9M -$2.84M -5,709 -19%
SCI
2454
Stableford Capital II
Arizona
$11.9M -$440K -857 -4%
HWA
2455
HHM Wealth Advisors
Tennessee
$11.9M -$430K -865 -3%
FCAS
2456
First Command Advisory Services
Texas
$11.9M -$45.8K -92 -0.4%
AB
2457
Atlas Brown
Kentucky
$11.9M +$99K +199 +0.8%
TCM
2458
Tandem Capital Management
New Jersey
$11.9M -$98.5K -198 -0.8%
SLWA
2459
San Luis Wealth Advisors
California
$11.9M -$407K -818 -3%
RAM
2460
Redmond Asset Management
Virginia
$11.9M -$248K -499 -2%
FPB
2461
First PREMIER Bank
South Dakota
$11.9M +$190K +382 +2%
HWMG
2462
Hurlow Wealth Management Group
Indiana
$11.9M -$61.7K -124 -0.5%
RS
2463
Retirement Solution
Washington
$11.9M -$2.11M -4,241 -15%
CFFP
2464
Center for Financial Planning
Michigan
$11.9M +$60.2K +121 +0.5%
TCM
2465
Tradewinds Capital Management
Washington
$11.9M -$916K -1,841 -7%
FIM
2466
Freedom Investment Management
Connecticut
$11.8M -$444K -893 -4%
PAA
2467
Peregrine Asset Advisers
Oregon
$11.8M -$123K -248 -1%
HA
2468
Hamel Associates
New Jersey
$11.8M -$145K -291 -1%
RCA
2469
Roberts Capital Advisors
Colorado
$11.8M
TWM
2470
Tanager Wealth Management
United Kingdom
$11.8M -$404K -812 -3%
FFG
2471
Frisch Financial Group
New York
$11.8M +$617K +1,240 +6%
PWAM
2472
Papamarkou Wellner Asset Management
New York
$11.8M -$386K -777 -3%
CCG
2473
Ceeto Capital Group
Florida
$11.8M
KA
2474
Kercheville Advisors
Texas
$11.8M +$1.56M +3,139 +15%
RCIM
2475
Red Cedar Investment Management
Michigan
$11.8M