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Microsoft

5,692 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, 2,569 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,692
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
41.44%
New
229
Increased
2,515
Reduced
2,569
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 %
BFG
751
Bleakley Financial Group
New Jersey
$117M +$8.45M +16,987 +8%
LA
752
LM Advisors
California
$117M +$96.8M +194,650 +481%
LNWWM
753
Laird Norton Wetherby Wealth Management
California
$117M +$117M +234,674 New
SFM
754
Stack Financial Management
Montana
$116M -$2.62M -5,277 -2%
ETC
755
Exchange Traded Concepts
Oklahoma
$116M -$49.9M -100,239 -30%
GD
756
Grandfield & Dodd
New York
$116M -$2.15M -4,328 -2%
CTA
757
Chesley Taft & Associates
Illinois
$115M -$1.6M -3,224 -1%
SFG
758
Sather Financial Group
Texas
$115M -$4.36M -8,770 -4%
VI
759
Vestcor Inc
New Brunswick, Canada
$115M +$1.74M +3,500 +2%
MAMU
760
Marathon Asset Management (UK)
United Kingdom
$114M -$1.49M -2,994 -1%
AT
761
Avalon Trust
New Mexico
$114M -$7.31M -14,697 -6%
IHG
762
Insight Holdings Group
New York
$114M +$1.34M +2,700 +1%
OCM
763
Osterweis Capital Management
California
$114M +$12M +24,090 +12%
TCOV
764
Trust Company of Vermont
Vermont
$113M +$837K +1,682 +0.7%
NPF
765
Norris Perne & French
Michigan
$113M +$1.2M +2,404 +1%
MA
766
Mutual Advisors
Nebraska
$113M -$4.37M -8,508 -4%
SSWM
767
Smith Salley Wealth Management
North Carolina
$112M +$2.39M +4,796 +2%
RT
768
Rockland Trust
Massachusetts
$112M -$2.2M -4,423 -2%
WBC
769
Westpac Banking Corp
Australia
$112M -$3.55M -7,141 -3%
AIP
770
Ameritas Investment Partners
Nebraska
$112M -$381K -767 -0.3%
CTI
771
Community Trust & Investment
Kentucky
$112M -$6.65M -13,371 -6%
FSA
772
Franklin Street Advisors
North Carolina
$111M -$1.41M -2,835 -1%
SEIA
773
Signature Estate & Investment Advisors
California
$111M -$11.6M -23,305 -9%
WIA
774
World Investment Advisors
California
$111M +$17.3M +34,808 +18%
ECM
775
Evergreen Capital Management
Washington
$111M -$1.86M -3,737 -2%