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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 %
WW
2526
Windle Wealth
Oklahoma
$11.2M +$92K +185 +0.8%
PWM
2527
Pines Wealth Management
North Carolina
$11.2M +$802K +1,608 +8%
ECML
2528
Eagle Capital Management (Louisiana)
Louisiana
$11.2M -$199K -401 -2%
AGWCA
2529
Annis Gardner Whiting Capital Advisors
Florida
$11.2M +$904K +1,817 +9%
BEC
2530
Blue Edge Capital
Virginia
$11.1M -$355K -714 -3%
3IP
2531
3Chopt Investment Partners
Virginia
$11.1M +$176K +354 +2%
CWG
2532
Crown Wealth Group
North Carolina
$11.1M +$25.4K +51 +0.2%
CPWA
2533
Cerro Pacific Wealth Advisors
California
$11.1M -$183K -367 -2%
BL
2534
BCWM LLC
Kansas
$11.1M +$1.17M +2,349 +12%
SDWMA
2535
Schneider Downs Wealth Management Advisors
Pennsylvania
$11.1M -$320K -643 -3%
GF
2536
Gries Financial
Ohio
$11M +$756K +1,519 +7%
ICM
2537
IMS Capital Management
Oregon
$11M -$67.2K -135 -0.6%
RCA
2538
Riverview Capital Advisers
Massachusetts
$11M +$131K +263 +1%
MLIC
2539
Mandatum Life Insurance Company
Finland
$11M -$115K -231 -1%
MPWS
2540
McCarter Private Wealth Services
Massachusetts
$11M -$89.5K -180 -0.8%
CCC
2541
Chelsea Counsel Company
California
$11M -$900K -1,810 -8%
BCG
2542
Breakwater Capital Group
New Jersey
$11M -$90K -181 -0.8%
AAMA
2543
Advanced Asset Management Advisors
Ohio
$11M -$5.97M -12,007 -35%
SXL
2544
Summit X LLC
Missouri
$11M +$199K +400 +2%
SIS
2545
Sound Income Strategies
Florida
$10.9M +$991K +1,992 +10%
LCM
2546
LCM Capital Management
Illinois
$10.9M +$436K +877 +4%
GITFIT
2547
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$10.9M -$696K -1,400 -6%
RAM
2548
RedJay Asset Management
Ontario, Canada
$10.9M
PSB
2549
Piscataqua Savings Bank
New Hampshire
$10.9M -$178K -358 -2%
DI
2550
Diligent Investors
California
$10.9M -$15.6M -31,437 -59%