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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, 2,515 increasing their positions, 2,571 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
2,515
Reduced
2,571
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 %
NA
3951
Novus Advisors
South Carolina
$3.45M -$1.05M -2,111 -23%
HS
3952
Horan Securities
United States
$3.44M +$308K +620 +10%
FCM
3953
Family Capital Management
Michigan
$3.44M +$189K +380 +6%
LA
3954
Latitude Advisors
Florida
$3.44M -$16.4K -33 -0.5%
LOIP
3955
Live Oak Investment Partners
Texas
$3.43M -$47.3K -95 -1%
TPF
3956
Tribridge Partners Financial
Maryland
$3.43M +$3.43M +6,901 New
CHA
3957
Cooper/Haims Advisors
New York
$3.43M +$82.6K +166 +2%
OAS
3958
Optivise Advisory Services
Tennessee
$3.43M +$207K +417 +6%
CNBOF
3959
City National Bank of Florida
Florida
$3.43M +$384K +771 +13%
MIM
3960
Merrion Investment Management
New Jersey
$3.41M -$109K -220 -3%
TCM
3961
Triumph Capital Management
Colorado
$3.41M -$1.24M -2,499 -27%
SR
3962
Syntax Research
Florida
$3.41M +$995 +2 +0%
AWM
3963
AllSquare Wealth Management
New York
$3.4M -$12.9K -26 -0.4%
EWS
3964
Evergreen Wealth Solutions
Pennsylvania
$3.39M -$364K -731 -10%
VWM
3965
Vivid Wealth Management
Iowa
$3.39M -$50.7K -102 -1%
FCG
3966
Fielder Capital Group
Tennessee
$3.39M +$84.1K +169 +3%
TAS
3967
TIFF Advisory Services
Pennsylvania
$3.39M -$120K -241 -3%
KLWA
3968
Kelly Lawrence W & Associates
California
$3.39M
BCM
3969
BluePath Capital Management
Georgia
$3.39M -$23.9K -48 -0.7%
DCM
3970
Dimension Capital Management
Florida
$3.38M -$6.97K -14 -0.2%
IF
3971
IRON Financial
Illinois
$3.38M -$199K -400 -6%
NJIM
3972
Nabity-Jensen Investment Management
Nebraska
$3.37M +$3.48K +7 +0.1%
WW
3973
Westshore Wealth
California
$3.37M +$1.49K +3 +0%
SWP
3974
Summit Wealth Partners
Florida
$3.37M -$12.4K -25 -0.4%
WLIM
3975
White Lighthouse Investment Management
Massachusetts
$3.36M +$141K +284 +4%