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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 %
SCM
2851
Spreng Capital Management
Ohio
$8.56M -$179K -360 -2%
BOS
2852
Bank of Stockton
California
$8.56M -$53.2K -107 -0.6%
PMG
2853
Private Management Group
California
$8.54M +$5.7M +11,463 +201%
NTIC
2854
Napean Trading & Investment Company
Singapore
$8.54M +$2.99M +6,020 +54%
FW
2855
FullCircle Wealth
Texas
$8.54M +$184K +343 +2%
AIC
2856
Ayalon Insurance Company
Israel
$8.54M -$92K -185 -1%
CIP
2857
Convergence Investment Partners
Florida
$8.53M +$1.93M +3,884 +29%
PI
2858
Pettee Investors
Connecticut
$8.53M -$192K -385 -2%
HBW
2859
Hazlett, Burt & Watson
West Virginia
$8.51M +$305K +613 +4%
PI
2860
Parkside Investments
Illinois
$8.51M -$1.84M -3,695 -18%
ETCM
2861
Evolutionary Tree Capital Management
Virginia
$8.5M -$1.05M -2,113 -11%
D
2862
Drystone
Virginia
$8.5M +$497 +1 +0%
PMA
2863
Prudent Man Advisors
Illinois
$8.49M +$1.94M +3,894 +30%
SSWM
2864
Sheets Smith Wealth Management
North Carolina
$8.49M +$754K +1,516 +10%
PWM
2865
Prosperity Wealth Management
California
$8.48M -$532K -1,070 -6%
RWP
2866
Ridgecrest Wealth Partners
California
$8.46M -$34.3K -69 -0.4%
HC
2867
Headland Capital
South Carolina
$8.45M +$399K +803 +5%
WE
2868
Wealth Effects
Massachusetts
$8.43M -$373K -749 -4%
MAM
2869
Milestone Asset Management
Pennsylvania
$8.43M +$3.68M +7,389 +77%
KCFA
2870
Key Client Fiduciary Advisors
New Jersey
$8.41M -$11.9K -24 -0.1%
PCP
2871
Panoramic Capital Partners
Oregon
$8.41M -$136K -273 -2%
CFIA
2872
Cantor Fitzgerald Investment Advisors
New York
$8.41M +$358K +720 +4%
SAM
2873
Socorro Asset Management
Texas
$8.4M -$2.76M -5,545 -25%
PCIG
2874
Partners Capital Investment Group
Massachusetts
$8.4M -$665K -1,337 -7%
CWM
2875
Concentrum Wealth Management
California
$8.4M +$13.9K +28 +0.2%