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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 %
GIM
926
Grassi Investment Management
California
$79.4M -$920K -1,849 -1%
PWM
927
Perigon Wealth Management
California
$79.3M -$8.16M -16,405 -9%
NSAM
928
North Star Asset Management
Wisconsin
$79.1M +$1.41M +2,838 +2%
ECM
929
Estabrook Capital Management
New York
$78.9M -$1.93M -3,888 -2%
SAM
930
Synergy Asset Management
Washington
$78.8M -$9.79M -19,691 -11%
RC
931
RDST Capital
Washington
$78.7M -$22.7M -45,605 -22%
BIAS
932
Beacon Investment Advisory Services
New Jersey
$78.6M -$7.73M -15,544 -9%
ACM
933
Atika Capital Management
New York
$78.6M +$25.1M +50,500 +47%
NPT
934
Nixon Peabody Trust
Massachusetts
$78.5M -$737K -1,481 -0.9%
MAS
935
Meeder Advisory Services
Ohio
$78.5M +$4.65M +9,345 +6%
FHA
936
First Horizon Advisors
Tennessee
$78.4M -$1.28M -2,581 -2%
NCM
937
Narwhal Capital Management
Georgia
$78.2M -$1.72M -3,457 -2%
NHC
938
Nicholas Hoffman & Company
Georgia
$78.1M +$750K +1,507 +1%
GIP
939
Granite Investment Partners
California
$77.8M -$1.58M -3,176 -2%
JMFC
940
J.M. Forbes & Co
Massachusetts
$77.8M -$789K -1,586 -1%
DGM
941
Delta Global Management
New York
$77.7M +$74.5M +149,687 +2,319%
PP
942
Patten & Patten
Tennessee
$77.6M -$1.85M -3,712 -2%
GI
943
GAMMA Investing
California
$77.4M +$15.5M +31,193 +25%
FMLI
944
Fukoku Mutual Life Insurance
Japan
$76.7M -$1.02M -2,057 -1%
LFAS
945
Level Four Advisory Services
Texas
$76.4M +$2.33M +4,681 +3%
SFS
946
Sowell Financial Services
Arkansas
$76.3M -$104K -210 -0.1%
AHC
947
Adell Harriman & Carpenter
Texas
$76.2M -$622K -1,251 -0.8%
SL
948
Summitry LLC
California
$76.2M +$1.87M +3,753 +3%
PCA
949
Pallas Capital Advisors
Massachusetts
$76.1M -$144K -289 -0.2%
MAM
950
Madison Asset Management
Wisconsin
$76.1M -$4.83M -9,719 -6%