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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 %
OWA
2651
Octavia Wealth Advisors
Ohio
$9.97M -$451K -907 -4%
AWS
2652
Arkfeld Wealth Strategies
Nebraska
$9.97M -$5.97K -12 -0.1%
SAM
2653
Stenahm Asset Management
Guernsey
$9.96M -$2.12M -4,270 -18%
FLI
2654
Family Legacy Inc
South Carolina
$9.96M -$202K -406 -2%
LAM
2655
Lynch Asset Management
Pennsylvania
$9.96M +$1.02M +2,050 +11%
HIS
2656
Horizon Investment Services
Indiana
$9.95M -$252K -507 -2%
CST
2657
Charles Schwab Trust
Nevada
$9.95M +$928K +1,866 +10%
ZP
2658
Zimmer Partners
New York
$9.95M
RGC
2659
Rubicon Global Capital
United Kingdom
$9.95M
KM
2660
KP Management
Minnesota
$9.95M +$2.49M +5,000 +33%
SAMU
2661
SONA Asset Management (US)
New York
$9.95M +$9.95M +20,000 New
PA
2662
Probity Advisors
Texas
$9.95M -$267K -536 -3%
RIM
2663
Redwood Investment Management
Arizona
$9.94M -$2.16M -4,350 -18%
WCM
2664
Wellington Capital Management
Maryland
$9.94M +$9.94M +19,987 New
AC
2665
Aristides Capital
Kentucky
$9.93M
CPC
2666
Congress Park Capital
New York
$9.93M +$827K +1,663 +9%
TCG
2667
Transcendent Capital Group
Oklahoma
$9.92M +$29.8K +60 +0.3%
FCCM
2668
First City Capital Management
Georgia
$9.92M -$88K -177 -0.9%
BB
2669
Burford Brothers
Texas
$9.92M +$10.4K +21 +0.1%
MLA
2670
My Legacy Advisors
Oregon
$9.92M +$228K +454 +2%
ALC
2671
Alexander Labrunerie & Co
Missouri
$9.91M -$329K -661 -3%
CA
2672
Cumberland Advisors
Florida
$9.91M -$29.8K -60 -0.3%
FIM
2673
Fruth Investment Management
Texas
$9.91M -$179K -360 -2%
PA
2674
Prossimo Advisors
California
$9.9M
BV
2675
Boxwood Ventures
Illinois
$9.89M +$207K +416 +2%