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Microsoft

5,699 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 230 funds opening new positions, 2,517 increasing their positions, 2,573 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,699
Holders Change
+15
Holders Change %
+0.26%
% of All Funds
76.33%
Holding in Top 10
3,096
Holding in Top 10 Change
+300
Holding in Top 10 Change %
+10.73%
% of All Funds
41.47%
New
230
Increased
2,517
Reduced
2,573
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 %
SCM
1051
SCS Capital Management
Massachusetts
$62.5M +$25.1M +50,479 +67%
MK
1052
MASTERINVEST Kapitalanlage
$62.5M +$62.5M +125,718 New
SPC
1053
Stony Point Capital
New York
$62.1M +$22.6M +45,365 +57%
CA
1054
Callahan Advisors
Texas
$62M -$36.8K -74 -0.1%
IWM
1055
IHT Wealth Management
Illinois
$61.8M -$919K -1,848 -1%
KB
1056
Kimelman & Baird
New York
$61.8M -$96K -193 -0.2%
UAM
1057
UAS Asset Management
New York
$61.7M +$2.81M +5,646 +5%
OCM
1058
One Capital Management
California
$61.3M +$11.8M +23,651 +24%
EW
1059
Evoke Wealth
California
$61.3M +$3.23M +6,487 +6%
MAM
1060
Martingale Asset Management
Massachusetts
$61.3M -$2.31M -4,643 -4%
PI
1061
PFG Investments
New York
$61.2M -$367K -737 -0.6%
USCWA
1062
U.S. Capital Wealth Advisors
Texas
$61.2M -$4.62M -9,291 -7%
FCMC
1063
Founders Capital Management (Connecticut)
Connecticut
$61.1M -$248K -499 -0.4%
SGM
1064
Seven Grand Managers
New York
$61.1M +$61.1M +122,793 New
TPCW
1065
TD Private Client Wealth
New York
$61M -$1.05M -2,113 -2%
CAL
1066
Capital Analysts LLC
Pennsylvania
$60.9M +$1.2M +2,410 +2%
GHA
1067
GW Henssler & Associates
Georgia
$60.7M +$231K +464 +0.4%
RBA
1068
Richard Bernstein Advisors
New York
$60.6M -$5.9M -11,871 -9%
GI
1069
GAMCO Investors
Connecticut
$60.6M +$2.41M +4,851 +4%
GWM
1070
Geneos Wealth Management
Colorado
$60.5M -$51.8M -104,134 -46%
BRWA
1071
B. Riley Wealth Advisors
Florida
$60.5M +$60.5M +121,619 New
SC
1072
Strategy Capital
California
$60.3M +$2.61M +5,255 +5%
LWANC
1073
Laurel Wealth Advisors (North Carolina)
North Carolina
$60.2M +$60.1M +29,906,791 +49,640%
PAI
1074
Pittenger & Anderson Inc
Nebraska
$60.2M -$1.44M -2,904 -2%
FA
1075
Fiduciary Alliance
South Carolina
$60.2M +$9.38M +18,853 +18%