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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 %
VRM
2801
Vectors Research Management
New York
$8.88M -$55.2K -111 -0.6%
IF
2802
Intrua Financial
Texas
$8.87M +$321K +645 +4%
ML
2803
McAdam LLC
Pennsylvania
$8.86M +$387K +779 +5%
BAM
2804
Beaumont Asset Management
Texas
$8.86M +$46.8K +94 +0.5%
VCM
2805
Vivaldi Capital Management
Illinois
$8.86M -$87K -175 -1%
DAM
2806
Diamant Asset Management
Connecticut
$8.85M
IA
2807
Insight Advisors
Pennsylvania
$8.85M -$481K -966 -5%
AC
2808
Addison Capital
Pennsylvania
$8.83M +$219K +440 +3%
WBG
2809
Wharton Business Group
Pennsylvania
$8.82M +$122K +246 +1%
EWM
2810
Evermay Wealth Management
Virginia
$8.82M -$35.3K -71 -0.4%
BOM
2811
Bank of Marin
California
$8.82M +$111K +223 +1%
DWG
2812
Darden Wealth Group
Michigan
$8.82M -$131K -264 -1%
APM
2813
a16z Perennial Management
California
$8.81M
FFC
2814
First Financial Corp
Indiana
$8.8M -$246K -495 -3%
BZWA
2815
Blue Zone Wealth Advisors
California
$8.79M -$36.3K -73 -0.4%
PCM
2816
Pinnbrook Capital Management
New York
$8.78M +$8.78M +17,659 New
SLC
2817
Second Line Capital
Louisiana
$8.78M +$842K +1,693 +11%
PC
2818
Permanens Capital
New York
$8.78M +$1.37M +2,753 +18%
SIAG
2819
Signet Investment Advisory Group
Rhode Island
$8.77M -$5.97K -12 -0.1%
USB
2820
Union Savings Bank
Connecticut
$8.77M -$145K -271 -2%
FFO
2821
Fiduciary Family Office
Florida
$8.77M -$244K -491 -3%
CAL
2822
Capital Advisors Ltd
Ohio
$8.74M +$307K +618 +4%
OL
2823
Owen LaRue
Kentucky
$8.74M -$173K -348 -2%
ALA
2824
Atlas Legacy Advisors
California
$8.74M +$367K +737 +4%
PCA
2825
Purkiss Capital Advisors
Connecticut
$8.74M +$1.99M +3,994 +29%