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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 %
SC
1251
SummitTX Capital
Texas
$44.6M +$43.2M +86,876 +3,031%
AAIM
1252
American Assets Investment Management
California
$44.6M
JFG
1253
Jefferies Financial Group
New York
$44.5M +$32.9M +66,200 +284%
SW
1254
Simplicity Wealth
New Jersey
$44.5M +$21.2M +42,543 +91%
TCCM
1255
Two Creeks Capital Management
New York
$44.5M +$44.5M +89,471 New
RMC
1256
Resources Management Corp
Connecticut
$44.2M -$1.19M -2,386 -3%
Parallax Volatility Advisers
1257
Parallax Volatility Advisers
California
$44.2M -$11.6M -23,248 -21%
HSA
1258
HBK Sorce Advisory
Pennsylvania
$44.1M +$432K +868 +1%
CIG
1259
Cullen Investment Group
Louisiana
$44.1M +$341K +686 +0.8%
TSW
1260
Three Seasons Wealth
Utah
$44.1M +$39.2M +78,874 +813%
HWM
1261
Hohimer Wealth Management
Washington
$44M -$75.1K -151 -0.2%
MIM
1262
Marco Investment Management
Georgia
$44M +$689K +1,385 +2%
TSAM
1263
Trinity Street Asset Management
United Kingdom
$44M +$200K +402 +0.5%
AO
1264
Allen Operations
New York
$44M
P
1265
Pitcairn
Pennsylvania
$43.9M -$5.34M -10,742 -11%
SGK
1266
Steigerwald Gordon & Koch
Virginia
$43.8M +$705K +1,417 +2%
JC
1267
Jacobs & Co
California
$43.8M -$1.29M -2,595 -3%
LG
1268
LaFleur & Godfrey
Michigan
$43.6M -$611K -1,228 -1%
RC
1269
Randolph Company
Ohio
$43.6M +$1M +2,011 +2%
CMI
1270
Clare Market Investments
Texas
$43.5M -$2.68M -5,394 -6%
BCM
1271
Bridgeway Capital Management
Texas
$43.5M +$483K +971 +1%
CCA
1272
Checchi Capital Advisers
California
$43.5M -$1.01M -2,038 -2%
KIM
1273
Kestra Investment Management
Texas
$43.5M +$22.4M +51,115 +106%
MG
1274
Mather Group
Illinois
$43.4M +$294K +592 +0.7%
CA
1275
CSM Advisors
Pennsylvania
$43.3M +$1.73M +3,480 +4%