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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 %
TIM
2751
Tikehau Investment Management
France
$9.25M +$861K +1,731 +10%
CCM
2752
Cox Capital Management
Massachusetts
$9.25M -$243K -488 -3%
TPM
2753
Triasima Portfolio Management
Quebec, Canada
$9.24M +$904K +1,818 +11%
PKC
2754
Palmer Knight Company
Florida
$9.21M -$124K -249 -1%
TFA
2755
Transamerica Financial Advisors
Florida
$9.21M -$30.3K -61 -0.3%
EIM
2756
Essex Investment Management
Massachusetts
$9.19M -$161K -323 -2%
TTIC
2757
Tower Trust & Investment Company
Iowa
$9.18M +$134K +269 +1%
AGC
2758
Aspen Grove Capital
Colorado
$9.18M +$1.77M +3,565 +24%
BWG
2759
Berry Wealth Group
Texas
$9.18M +$59.2K +119 +0.6%
MGAM
2760
McGowan Group Asset Management
Texas
$9.17M +$335K +674 +4%
BTWM
2761
Baker Tilly Wealth Management
Wisconsin
$9.16M +$14.9K +30 +0.2%
HZ
2762
Hixon Zuercher
Ohio
$9.16M +$1.05M +2,114 +13%
EWA
2763
Encompass Wealth Advisors
Oregon
$9.15M -$142K -285 -2%
FFA
2764
Florida Financial Advisors
Florida
$9.15M +$969K +1,948 +12%
EWA
2765
Evolution Wealth Advisors
Florida
$9.14M +$175K +351 +2%
SA
2766
Sylvest Advisors
Texas
$9.14M -$204K -410 -2%
KTC
2767
Kentucky Trust Company
Kentucky
$9.12M -$78.6K -158 -0.9%
CPSC
2768
Carl P. Sherr & Co
Massachusetts
$9.12M -$62.7K -126 -0.7%
MWP
2769
Madison Wealth Partners
Wisconsin
$9.11M -$85.1K -171 -0.9%
CA
2770
Calton & Associates
Florida
$9.1M +$1.41M +2,839 +18%
TVWM
2771
Tower View Wealth Management
Wisconsin
$9.1M +$243K +488 +3%
MCA
2772
Magnolia Capital Advisors
Mississippi
$9.1M +$86.1K +173 +1%
FCM
2773
Fairbanks Capital Management
California
$9.1M +$481K +967 +6%
GBA
2774
Garrison Bradford & Associates
New York
$9.09M -$184K -370 -2%
WIC
2775
WealthBridge Investment Counsel
Alberta, Canada
$9.09M +$49.7K +100 +0.6%