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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 %
SWP
1126
Sagespring Wealth Partners
Tennessee
$54.6M +$7.29M +14,665 +15%
AG
1127
Ascent Group
Virginia
$54.5M -$4.13M -8,303 -7%
RFA
1128
Rollins Financial Advisors
New York
$54.3M -$2.12M -4,270 -4%
JCM
1129
Jag Capital Management
Missouri
$54.3M +$573K +1,152 +1%
AHC
1130
Anderson Hoagland & Co
Missouri
$54.3M -$260K -523 -0.5%
MWM
1131
Moran Wealth Management
Florida
$54.1M -$741K -1,490 -1%
VHAM
1132
Van Hulzen Asset Management
California
$54.1M +$715K +1,438 +1%
VCM
1133
Valiant Capital Management
California
$54M +$4.18M +8,400 +8%
B
1134
Bensler
Washington
$54M -$405K -815 -0.7%
FCP
1135
Fidelis Capital Partners
Florida
$54M +$1.29M +2,455 +2%
VWM
1136
Venturi Wealth Management
Texas
$53.8M -$921K -1,852 -2%
RSVP
1137
Ramsay Stattman Vela & Price
Colorado
$53.8M -$2.1M -4,214 -4%
AF
1138
Alerus Financial
North Dakota
$53.7M +$81.6K +164 +0.2%
IEFM
1139
IQ EQ Fund Management
Ireland
$53.6M -$1.3M -2,614 -2%
AOI
1140
Auto-Owners Insurance
Michigan
$53.5M +$44.4M +89,212 +487%
EFS
1141
Essex Financial Services
Connecticut
$53.3M +$1.66M +3,330 +3%
OWCM
1142
One Wealth Capital Management
Arizona
$53.3M -$140K -281 -0.3%
BTI
1143
Blue Trust Inc
Georgia
$53.2M +$1.53M +3,068 +3%
SWP
1144
Strategic Wealth Partners
Ohio
$53M +$53M +106,603 New
Financial Engines Advisors
1145
Financial Engines Advisors
California
$52.9M -$12.6M -25,302 -19%
CWM
1146
Circle Wealth Management
New Jersey
$52.8M +$2.31M +4,645 +5%
GAB
1147
German American Bancorp
Indiana
$52.8M -$299K -602 -0.6%
WPC
1148
Wedmont Private Capital
Pennsylvania
$52.7M +$2.87M +5,697 +6%
HT
1149
Heritage Trust
Oklahoma
$52.7M -$1.53M -3,085 -3%
1WA
1150
180 Wealth Advisors
Washington
$52.7M -$2.92M -5,867 -5%