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Microsoft

5,695 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, 2,514 increasing their positions, 2,572 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,695
Holders Change
+14
Holders Change %
+0.25%
% of All Funds
76.32%
Holding in Top 10
3,093
Holding in Top 10 Change
+299
Holding in Top 10 Change %
+10.7%
% of All Funds
41.45%
New
230
Increased
2,514
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 %
USWG
3276
U.S. Wealth Group
New York
$6.29M +$352K +708 +6%
BI
3277
Bolthouse Investments
California
$6.29M +$75.1K +151 +1%
NERM
3278
New England Research & Management
Illinois
$6.28M +$120K +242 +2%
RAG
3279
RIA Advisory Group
Iowa
$6.28M +$467K +938 +8%
KAM
3280
Karani Asset Management
New York
$6.28M +$787K +1,582 +14%
TBNY
3281
Trustco Bank (New York)
New York
$6.27M +$49.7K +100 +0.8%
SA
3282
SAM Advisors
California
$6.27M +$73.1K +147 +1%
BDS
3283
Banco de Sabadell
Florida
$6.27M +$28.8K +58 +0.5%
PFT
3284
Providence First Trust
Arizona
$6.26M +$1.59M +3,201 +34%
AGA
3285
Accuvest Global Advisors
Utah
$6.25M +$1.57M +3,150 +33%
SWP
3286
Semus Wealth Partners
Florida
$6.24M +$76.1K +153 +1%
LWM
3287
Lakeridge Wealth Management
Ohio
$6.24M -$105K -211 -2%
ACL
3288
Applied Capital LLC
Florida
$6.23M +$4.97K +10 +0.1%
WI
3289
Wedgewood Investors
Pennsylvania
$6.22M -$49.2K -99 -0.8%
SP
3290
Successful Portfolios
Florida
$6.21M -$8.95K -18 -0.1%
CL
3291
CIM LLC
New York
$6.19M -$214K -431 -3%
RIM
3292
RW Investment Management
Idaho
$6.16M +$749K +1,506 +14%
AWM
3293
Aberdeen Wealth Management
Illinois
$6.15M +$497 +1 +0%
SPF
3294
South Plains Financial
Texas
$6.14M +$287K +576 +5%
KIM
3295
Kane Investment Management
California
$6.12M -$249K -501 -4%
MCWA
3296
Meadow Creek Wealth Advisors
Georgia
$6.12M +$262K +527 +4%
WP
3297
Wealthspan Partners
Iowa
$6.12M -$47.3K -95 -0.8%
LCM
3298
Lattice Capital Management
Washington
$6.12M -$16M -32,108 -72%
BM
3299
Bridger Management
New York
$6.12M +$4.01M +8,070 +191%
SAMC
3300
Spectrum Asset Management (California)
California
$6.12M -$87K -175 -1%