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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 %
CNBT
1276
Canandaigua National Bank & Trust
New York
$43.3M +$1.81M +3,647 +4%
SAI
1277
Savvy Advisors Inc
New York
$43.2M +$14.5M +29,141 +51%
BAM
1278
Belpointe Asset Management
Nevada
$43.2M +$4.32M +8,686 +11%
OMC
1279
Overbrook Management Corp
New York
$43.1M +$3.76M +7,567 +10%
LA
1280
Lakeside Advisors
Washington
$43M -$4.95M -9,943 -10%
ILCM
1281
Ivy Lane Capital Management
Florida
$42.8M
HVIA
1282
Hudson Valley Investment Advisors
New York
$42.7M -$1.1M -2,215 -3%
DBG
1283
De Burlo Group
Massachusetts
$42.7M +$12.9M +25,960 +43%
SIG
1284
Sky Investment Group
Connecticut
$42.6M -$1.3M -2,604 -3%
TAM
1285
Trust Asset Management
Texas
$42.6M
MC
1286
Mirabaud & Cie
Switzerland
$42.5M -$1.66M -3,347 -4%
WAM
1287
Wallington Asset Management
Indiana
$42.4M +$266K +535 +0.6%
IAIM
1288
International Assets Investment Management
Florida
$42.3M -$3M -6,027 -7%
AWM
1289
Angeles Wealth Management
California
$42.2M +$3.69M +7,412 +10%
PNAA
1290
Pictet North America Advisors
Switzerland
$42.2M -$3.19M -6,440 -7%
GXJ
1291
Global X Japan
Japan
$42.2M -$3.01M -6,043 -7%
PJSIMP
1292
P.J. Schmidt Investment Management (PJS)
Wisconsin
$42.1M -$726K -1,460 -2%
AG
1293
AlTi Global
New York
$41.9M +$2.31M +4,623 +6%
CANC
1294
Culbertson A N & Co
Virginia
$41.9M -$724K -1,456 -2%
AC
1295
AMS Capital
Brazil
$41.9M -$6.25M -12,559 -13%
PCM
1296
Palisade Capital Management
New Jersey
$41.9M +$939K +1,888 +2%
BONST
1297
Bank of Nova Scotia Trust
Ontario, Canada
$41.8M -$84.1K -169 -0.2%
PWMAG
1298
Pinnacle Wealth Management Advisory Group
New Jersey
$41.8M +$814K +1,636 +2%
FNA
1299
First National Advisers
Nebraska
$41.7M -$317K -638 -0.8%
AC
1300
Armistice Capital
New York
$41.7M -$24M -48,263 -37%