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Microsoft

5,694 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, 2,571 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,694
Holders Change
+13
Holders Change %
+0.23%
% of All Funds
76.32%
Holding in Top 10
3,093
Holding in Top 10 Change
+299
Holding in Top 10 Change %
+10.7%
% of All Funds
41.46%
New
229
Increased
2,515
Reduced
2,571
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 %
NSLI
976
Nan Shan Life Insurance
Taiwan
$72M -$127M -255,087 -64%
CTA
977
Colonial Trust Advisors
South Carolina
$71.8M +$331K +666 +0.5%
WTB
978
Washington Trust Bank
Washington
$71.8M +$18.3M +36,882 +34%
MOS
979
MGO One Seven
Ohio
$71.8M +$7.28M +14,636 +11%
OA
980
Oak Associates
Ohio
$71.6M +$1.16M +2,333 +2%
UM
981
Ulysses Management
New York
$71.5M
FFWA
982
FRG Family Wealth Advisors
Washington
$71.3M -$641K -1,288 -0.9%
AWA
983
Arkadios Wealth Advisors
Georgia
$71M +$5.39M +10,840 +8%
WCM
984
Wedge Capital Management
North Carolina
$70.9M -$6.34M -12,753 -8%
MAA
985
Matrix Asset Advisors
New York
$70.7M -$473K -950 -0.7%
HIP
986
HUB Investment Partners
Texas
$70.7M +$1.58M +3,186 +2%
HTHT
987
Hemenway Trust Hemenway Trust
New Hampshire
$70.6M -$23.9K -48 -0%
VSQM
988
V-Square Quantitative Management
Illinois
$70.3M -$402K -808 -0.6%
GC
989
Guardian Capital
Ontario, Canada
$70.1M +$1.47M +2,959 +2%
CUAMC
990
China Universal Asset Management Company
China
$70.1M -$11.5M -23,093 -14%
DAS
991
Diversify Advisory Services
Utah
$70.1M +$25.6M +48,330 +58%
BFIM
992
Beese Fulmer Investment Management
Ohio
$69.9M +$3.06M +6,143 +5%
SW
993
SteelPeak Wealth
California
$69.8M -$14.2M -28,603 -17%
BFO
994
Boston Family Office
Massachusetts
$69.7M +$840K +1,689 +1%
AWS
995
Atria Wealth Solutions
New York
$69.6M -$91M -182,741 -57%
AFG
996
Albion Financial Group
Utah
$69.2M +$361K +726 +0.5%
RC
997
Roundview Capital
New Jersey
$69M +$353K +709 +0.5%
CB
998
Cadence Bank
Mississippi
$69M +$1.2M +2,413 +2%
OPCM
999
Osborne Partners Capital Management
California
$68.8M -$1.96M -3,931 -3%
BAM
1000
Bellevue Asset Management
Washington
$68.7M -$713K -1,433 -1%