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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 %
SAM
2876
Silphium Asset Management
United Kingdom
$8.38M +$492K +990 +6%
CVA
2877
Central Valley Advisors
California
$8.37M -$403K -810 -5%
CRCM
2878
Crystal Rock Capital Management
Illinois
$8.36M +$647K +1,300 +8%
SHFA
2879
SC&H Financial Advisors
Maryland
$8.36M +$12.4K +25 +0.1%
EFH
2880
Eaton Financial Holdings
Florida
$8.35M +$1.74M +3,508 +26%
UAM
2881
Unison Asset Management
Florida
$8.34M +$204K +411 +3%
AA
2882
Addison Advisors
Vermont
$8.34M +$590K +1,187 +8%
CCP
2883
Clarity Capital Partners
California
$8.34M -$422K -849 -5%
PWS
2884
Peterson Wealth Services
Utah
$8.33M +$135K +271 +2%
CWS
2885
Cypress Wealth Services
California
$8.32M +$1.14M +2,290 +16%
FDS
2886
First Dallas Securities
Texas
$8.32M -$236K -474 -3%
FUBT
2887
First United Bank & Trust
Maryland
$8.31M -$62.7K -126 -0.7%
UAML
2888
US Asset Management LLC
Pennsylvania
$8.31M -$16.4K -33 -0.2%
JF
2889
Jericho Financial
Ohio
$8.3M -$127K -255 -2%
RA
2890
RiverPark Advisors
New York
$8.3M -$289K -582 -3%
FCB
2891
First County Bank
Connecticut
$8.3M -$194K -390 -2%
MA
2892
Modus Advisors
Minnesota
$8.3M -$3.98K -8 -0%
PVM
2893
Palogic Value Management
Texas
$8.29M +$120K +241 +1%
RAM
2894
Ramirez Asset Management
New York
$8.29M -$49.7K -100 -0.6%
RWA
2895
Redhawk Wealth Advisors
Minnesota
$8.29M +$297K +597 +4%
JSAM
2896
J. Safra Asset Management
New York
$8.28M +$782K +1,576 +10%
SPWM
2897
Schrum Private Wealth Management
Florida
$8.27M -$98K -197 -1%
1WM
2898
1858 Wealth Management
Ohio
$8.27M +$133K +268 +2%
VWS
2899
Virtus Wealth Solutions
New Jersey
$8.26M -$94.5K -190 -1%
SMA
2900
Seven Mile Advisory
New Jersey
$8.26M +$462K +928 +6%