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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 %
TAIM
1226
Te Ahumairangi Investment Management
New Zealand
$46.2M -$437K -879 -0.9%
CAM
1227
Columbia Asset Management
Michigan
$46.2M -$337K -678 -0.7%
CA
1228
CapWealth Advisors
Tennessee
$46.1M -$140K -282 -0.3%
CI
1229
CX Institutional
Indiana
$46M +$4.08M +8,204 +10%
HIA
1230
Harbor Investment Advisory
Maryland
$45.9M -$32.4K -103 -0.1%
SC
1231
Syon Capital
California
$45.9M +$3.98M +8,010 +10%
JAG
1232
Journey Advisory Group
Kentucky
$45.8M +$576K +1,158 +1%
SW
1233
SlateStone Wealth
Florida
$45.7M -$365K -734 -0.8%
FNFDCM
1234
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$45.7M -$1.45M -2,914 -3%
VCA
1235
Verdence Capital Advisors
Maryland
$45.6M +$3.77M +7,581 +9%
CCB
1236
Country Club Bank
Missouri
$45.5M -$754K -1,520 -2%
KIA
1237
Knollwood Investment Advisory
Maryland
$45.4M
PMG
1238
ProVise Management Group
Florida
$45.4M +$557K +1,119 +1%
ST
1239
Smithfield Trust
Pennsylvania
$45.3M -$45.7K -92 -0.1%
SIM
1240
Stratos Investment Management
Ohio
$45.3M +$1.94M +3,901 +4%
TS
1241
Tamar Securities
California
$45.2M -$171K -343 -0.4%
UI
1242
Untitled Investments
New York
$45.2M -$3.94M -7,918 -8%
CWG
1243
Cornerstone Wealth Group
North Carolina
$45.1M +$9.26M +18,625 +26%
IPW
1244
Invictus Private Wealth
Colorado
$45M +$159K +319 +0.4%
IIC
1245
Ironwood Investment Counsel
Arizona
$44.9M -$293K -590 -0.6%
MAP
1246
Managed Asset Portfolios
Michigan
$44.9M -$333K -670 -0.7%
SG Americas Securities
1247
SG Americas Securities
New York
$44.9M -$110M -220,748 -71%
LWM
1248
Lyell Wealth Management
California
$44.8M +$1.71M +3,432 +4%
GL
1249
Graypoint LLC
New York
$44.7M +$2.3M +4,630 +5%
IAS
1250
Insigneo Advisory Services
Florida
$44.7M +$2.89M +5,806 +7%