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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 %
LCS
1001
Levin Capital Strategies
New York
$68.7M +$247K +497 +0.4%
CPH
1002
C Partners Holding
Switzerland
$68.6M +$9.48M +19,063 +16%
PAG
1003
Private Advisory Group
Washington
$68.2M +$635K +1,277 +0.9%
EPIMS
1004
Evelyn Partners Investment Management Services
$67.8M +$66.8M +127,626 +6,678%
FAT
1005
First American Trust
California
$67.8M +$10.4K +21 +0%
MA
1006
Montag & Associates
Georgia
$67.8M -$3.87M -7,787 -5%
NCM
1007
Nellore Capital Management
California
$67.7M -$7.46M -15,000 -10%
ECM
1008
Everence Capital Management
Indiana
$67.6M
TBBL
1009
True Blue (BVI) Ltd
$67.5M
SPC
1010
Sigma Planning Corp
Michigan
$67.4M -$8.08M -16,246 -11%
PAM
1011
Palisade Asset Management
Minnesota
$67.3M -$942K -1,894 -1%
LBC
1012
Lowe Brockenbrough & Co
Virginia
$67.3M -$163K -328 -0.2%
HMP
1013
HS Management Partners
New York
$67.2M -$9.78M -19,663 -13%
NFC
1014
Northeast Financial Consultants
Connecticut
$67.1M -$3.58M -7,203 -5%
BBI
1015
Baxter Bros Inc
Connecticut
$67M -$636K -1,279 -0.9%
GKWIM
1016
Gerber Kawasaki Wealth & Investment Management
California
$67M -$1.07M -2,157 -2%
WDA
1017
Wendell David Associates
New Hampshire
$66.6M -$617K -1,240 -0.9%
LF
1018
Longbow Finance
Switzerland
$66.4M +$5.71M +11,487 +9%
SIMG
1019
Sonora Investment Management Group
Arizona
$66.3M +$683K +1,374 +1%
RSWM
1020
Robertson Stephens Wealth Management
California
$66.3M +$4.24M +8,529 +7%
PCM
1021
Parsons Capital Management
Rhode Island
$66.1M -$30.9M -62,185 -32%
BWFA
1022
Baltimore-Washington Financial Advisors
Maryland
$66M +$3.28M +6,587 +5%
TCM
1023
Tran Capital Management
California
$66M -$1.02M -2,049 -2%
JWM
1024
Jackson Wealth Management
Florida
$65.9M -$918K -1,845 -1%
AA
1025
ALPS Advisors
Colorado
$65.8M -$1.86M -3,739 -3%