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Microsoft

5,693 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, 2,570 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,693
Holders Change
+12
Holders Change %
+0.21%
% of All Funds
76.31%
Holding in Top 10
3,092
Holding in Top 10 Change
+298
Holding in Top 10 Change %
+10.67%
% of All Funds
41.45%
New
229
Increased
2,515
Reduced
2,570
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 %
MC
801
Moors & Cabot
Massachusetts
$104M -$1.45M -2,918 -1%
SIG
802
Senator Investment Group
New York
$103M +$16.2M +32,500 +19%
AWM
803
Axxcess Wealth Management
California
$103M +$2.15M +4,352 +2%
PWP
804
Private Wealth Partners
California
$103M -$3.51M -7,062 -3%
KCM
805
Kanawha Capital Management
Virginia
$103M -$1.08M -2,176 -1%
VVP
806
Venture Visionary Partners
Ohio
$103M -$7.17M -14,409 -7%
BCM
807
Brookstone Capital Management
Illinois
$103M -$476K -957 -0.5%
WS
808
Wedbush Securities
California
$103M -$6.01M -12,088 -6%
VFA
809
Valeo Financial Advisors
Indiana
$103M +$46.6M +228,261 +83%
MCM
810
Mill Capital Management
North Carolina
$102M -$3.52M -7,070 -3%
ISL
811
Ingalls & Snyder LLC
New York
$102M -$1.62M -3,260 -2%
WG
812
Welch Group
Alabama
$102M +$536K +1,077 +0.5%
CPSAC
813
Chas P. Smith & Associates (CPS)
Florida
$102M -$677K -1,362 -0.7%
GIM
814
Generate Investment Management
New Zealand
$102M -$2.98M -5,999 -3%
LCAM
815
London & Capital Asset Management
United Kingdom
$101M +$6.24M +12,539 +7%
ZIC
816
ZWJ Investment Counsel
Georgia
$101M -$392K -789 -0.4%
KRSITF
817
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$101M -$6.98M -14,025 -6%
HAG
818
HighPoint Advisor Group
Illinois
$101M +$3.76M +7,562 +4%
WI
819
Wahed Invest
New York
$100M +$4.39M +8,828 +5%
DFO
820
Duquesne Family Office
New York
$99.9M +$99.9M +200,930 New
PA
821
Paralel Advisors
Colorado
$99.5M
SS
822
SBI Securities
Japan
$99.4M -$2.67M -5,371 -3%
FAB
823
First American Bank
Illinois
$99.2M +$95K +191 +0.1%
MVIP
824
Mar Vista Investment Partners
California
$99.2M -$3.9M -7,846 -4%
CAMG
825
CWA Asset Management Group
Florida
$98.9M +$625K +1,257 +0.6%