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Microsoft

5,695 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, 2,515 increasing their positions, 2,571 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,695
Holders Change
+14
Holders Change %
+0.25%
% 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
41.45%
New
230
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 %
ST
1101
Spinnaker Trust
Maine
$57.6M +$893K +1,796 +2%
IGGA
1102
Iron Gate Global Advisors
Utah
$57.5M +$2.35M +4,732 +4%
FB
1103
Fulton Bank
Pennsylvania
$57.4M -$912K -1,833 -2%
NSEDCP
1104
NJ State Employees Deferred Compensation Plan
New Jersey
$57.4M
CAM
1105
Carret Asset Management
New York
$57.3M -$2.09M -4,201 -4%
CISOA
1106
Capital Investment Services of America
Wisconsin
$57.3M -$51.7K -104 -0.1%
SPPAM
1107
Summit Partners Public Asset Management
Massachusetts
$57.2M +$57.2M +115,000 New
RCW
1108
Rheos Capital Works
Japan
$56.9M +$5.97M +12,000 +12%
KJWM
1109
Kiley Juergens Wealth Management
Washington
$56.5M -$496K -998 -0.9%
DSAM
1110
Dock Street Asset Management
Florida
$56.1M +$346K +696 +0.6%
CC
1111
Constitution Capital
Connecticut
$56M +$2.32M +4,674 +4%
SCA
1112
Stillwater Capital Advisors
Pennsylvania
$55.9M -$619K -1,245 -1%
PWP
1113
Principle Wealth Partners
Connecticut
$55.7M +$1.57M +3,155 +3%
FDCP
1114
Foster Dykema Cabot & Partners
Massachusetts
$55.7M +$295K +593 +0.5%
RIP
1115
RAM Investment Partners
Washington
$55.6M +$11.5M +23,033 +26%
KWMG
1116
King Wealth Management Group
Florida
$55.5M -$1.03M -2,067 -2%
WAM
1117
Wilsey Asset Management
California
$55.4M +$7.46K +15 +0%
VWA
1118
Visionary Wealth Advisors
Illinois
$55.3M +$8.17M +16,419 +17%
WIC
1119
Willis Investment Counsel
Georgia
$55.2M +$3.33M +6,701 +6%
Kayne Anderson Rudnick Investment Management
1120
Kayne Anderson Rudnick Investment Management
California
$55.2M -$1.08M -2,164 -2%
SAM
1121
Sawgrass Asset Management
Florida
$55.1M -$9.11M -18,323 -14%
SCM
1122
Schnieders Capital Management
California
$55.1M +$2.24M +4,495 +4%
WC
1123
Whitney & Co
New York
$55M -$182K -365 -0.3%
BCM
1124
BTC Capital Management
Iowa
$55M +$513K +1,033 +0.9%
JSW
1125
Journey Strategic Wealth
New Jersey
$54.8M +$11.8M +23,650 +27%