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Microsoft

5,691 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 2,515 increasing their positions, 2,568 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,691
Holders Change
+11
Holders Change %
+0.19%
% of All Funds
76.31%
Holding in Top 10
3,091
Holding in Top 10 Change
+297
Holding in Top 10 Change %
+10.63%
% of All Funds
41.45%
New
229
Increased
2,515
Reduced
2,568
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 %
SF
601
Synovus Financial
Georgia
$176M -$5.51M -11,076 -3%
AWM
602
Apollon Wealth Management
South Carolina
$175M +$5.62M +11,301 +3%
KPWS
603
Kestra Private Wealth Services
Texas
$175M +$3.81M +7,659 +2%
SCA
604
Southpoint Capital Advisors
New York
$174M -$99.5M -200,000 -36%
SAM
605
Shell Asset Management
Netherlands
$174M +$35.8M +71,920 +26%
SYBT
606
Stock Yards Bank & Trust
Kentucky
$173M -$893K -1,796 -0.5%
NMERB
607
New Mexico Educational Retirement Board
New Mexico
$173M
EFM
608
E Fund Management
China
$172M -$13.6M -27,301 -7%
SWP
609
Stratos Wealth Partners
Ohio
$170M +$9.24M +18,575 +6%
CGL
610
Clarius Group LLC
Washington
$169M -$1.49M -2,986 -0.9%
SI
611
Stephens Inc
Arkansas
$169M +$108K +217 +0.1%
TH
612
TCTC Holdings
Texas
$168M -$1.79M -3,596 -1%
Wolverine Trading
613
Wolverine Trading
Illinois
$167M +$129M +259,296 +339%
BAMCO Inc
614
BAMCO Inc
New York
$167M -$14.6M -29,257 -8%
LMIM
615
Lockheed Martin Investment Management
Maryland
$166M -$9.15M -18,400 -5%
MC
616
Martin Currie
United Kingdom
$166M +$31.4M +63,027 +23%
HI
617
Horizon Investments
North Carolina
$166M +$138M +276,800 +494%
ONB
618
Old National Bancorp
Indiana
$165M +$11.9M +23,982 +8%
BSA
619
Braun Stacey Associates
New York
$165M +$3.65M +7,343 +2%
CA
620
Cornerstone Advisors
North Carolina
$165M +$6.72M +13,500 +4%
MFIM
621
Mesirow Financial Investment Management
Illinois
$165M +$8.53M +17,155 +5%
WA
622
Waverly Advisors
Alabama
$162M +$2.73M +5,482 +2%
AUB
623
Atlantic Union Bankshares
Virginia
$162M +$95M +190,930 +141%
PCIA
624
Prime Capital Investment Advisors
Kansas
$162M -$45.7M -91,789 -22%
ORI
625
Oak Ridge Investments
Illinois
$161M +$14.6M +29,285 +10%