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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 %
RWM
901
Ritholtz Wealth Management
New York
$83.9M +$6.94M +13,949 +9%
LI
902
LMCG Investments
Massachusetts
$83.8M -$2.93M -5,889 -3%
PIM
903
Provident Investment Management
Michigan
$83.7M -$17.9K -36 -0%
CWP
904
Cyndeo Wealth Partners
Florida
$83.5M +$1.99M +3,995 +2%
VT
905
Vise Technologies
New York
$83.3M +$83.3M +167,516 New
GRP
906
Global Retirement Partners
California
$83.2M +$83.2M +167,253 New
UF
907
Univest Financial
Pennsylvania
$83.2M +$371K +746 +0.4%
SLI
908
Sumitomo Life Insurance
Japan
$82.9M +$494K +993 +0.6%
VCM
909
Violich Capital Management
California
$82.7M -$9.39M -18,870 -10%
SCI
910
S&CO Inc
Massachusetts
$82.7M +$2.07M +4,169 +3%
EGA
911
Eagle Global Advisors
Texas
$82.5M -$1.16M -2,335 -1%
BFA
912
Bragg Financial Advisors
North Carolina
$82.4M -$957K -1,923 -1%
CIM
913
Confluence Investment Management
Missouri
$82.2M -$1.14M -2,292 -1%
GC
914
Grimes & Company
Massachusetts
$82.2M -$1.57M -3,166 -2%
MSA
915
MUFG Securities Americas
New York
$81.9M +$16.5M +33,133 +25%
SAM
916
Sycomore Asset Management
France
$81.9M
FCIM
917
Fairview Capital Investment Management
California
$81.8M -$241K -484 -0.3%
HWA
918
Heritage Wealth Advisors
Virginia
$81.8M +$347K +698 +0.4%
PIM
919
Plato Investment Management
Australia
$80.5M +$2.45M +4,949 +3%
MWM
920
Meridian Wealth Management
Kentucky
$80.2M -$64.7K -130 -0.1%
DF
921
DNCA Finance
France
$80.1M +$16.8M +33,750 +27%
WC
922
Woodstock Corp
Massachusetts
$79.6M -$779K -1,566 -1%
FPAS
923
Focus Partners Advisor Solutions
Missouri
$79.6M +$12.8M +25,766 +19%
CAM
924
Cidel Asset Management
Ontario, Canada
$79.5M +$5.39M +10,837 +7%
FLII
925
First Long Island Investors
New York
$79.5M -$157K -316 -0.2%