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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 %
CT
1201
Coastline Trust
Rhode Island
$47.6M -$254K -511 -0.5%
BWP
1202
Barlow Wealth Partners
Kentucky
$47.6M +$569K +1,159 +1%
BST
1203
Bath Savings Trust
Maine
$47.5M -$204K -410 -0.4%
WAP
1204
Wealthcare Advisory Partners
Pennsylvania
$47.5M +$1.84M +3,693 +4%
SSA
1205
Schonfeld Strategic Advisors
New York
$47.4M +$33.1M +66,456 +231%
CVA
1206
Ceredex Value Advisors
Florida
$47.3M -$8.95M -17,986 -16%
TSW
1207
Thompson Siegel & Walmsley
Virginia
$47.3M -$1.14M -2,288 -2%
TA
1208
TruWealth Advisors
Louisiana
$47.3M +$1.44M +2,894 +3%
IWA
1209
Icon Wealth Advisors
Texas
$47.1M +$6M +12,068 +15%
MSR
1210
Main Street Research
Connecticut
$47.1M -$19.4M -38,919 -29%
GIA
1211
Gladstone Institutional Advisory
Florida
$47.1M -$1.42M -2,854 -3%
DA
1212
Denali Advisors
California
$47.1M -$651K -1,308 -1%
PI
1213
Pennant Investors
New Jersey
$47.1M +$9.3M +18,700 +25%
MAM
1214
Mark Asset Management
New York
$46.9M +$5.89M +11,844 +14%
NO
1215
Ninety One
South Africa
$46.8M -$191K -385 -0.4%
SVWAG
1216
Sound View Wealth Advisors Group
Georgia
$46.8M +$1.18M +2,373 +3%
CIA
1217
Covington Investment Advisors
Pennsylvania
$46.8M +$136K +273 +0.3%
LIM
1218
Leavell Investment Management
Alabama
$46.7M -$13.9K -28 -0%
GDADCM
1219
Groupe des Assurances du Credit Mutuel
France
$46.6M
VA
1220
VestGen Advisors
Illinois
$46.5M +$404K +792 +0.9%
SQA
1221
Simon Quick Advisors
New Jersey
$46.4M +$10.5M +21,096 +29%
RPC
1222
Rossmore Private Capital
Connecticut
$46.3M -$133K -267 -0.3%
RI
1223
RWWM Inc
California
$46.3M -$422K -848 -0.9%
FG
1224
Fiduciary Group
Georgia
$46.3M -$153K -308 -0.3%
RG
1225
Renaissance Group
Kentucky
$46.3M -$1.66M -3,347 -3%