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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, 2,514 increasing their positions, 2,572 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
2,514
Reduced
2,572
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 %
WB
1426
Webster Bank
Connecticut
$35.7M -$1.23M -2,468 -3%
NCM
1427
Nelson Capital Management
California
$35.6M +$106K +213 +0.3%
RP
1428
Rice Partnership
Hawaii
$35.6M -$1.04M -2,089 -3%
CIC
1429
Cutler Investment Counsel
Oregon
$35.6M +$110K +221 +0.3%
TC
1430
TownSquare Capital
Utah
$35.5M -$208M -418,511 -85%
GGI
1431
Godsey & Gibb Inc
Virginia
$35.5M -$26.9K -54 -0.1%
WCA
1432
Waratah Capital Advisors
Ontario, Canada
$35.4M +$32.7M +65,684 +1,200%
MMG
1433
Monetary Management Group
Missouri
$35.3M -$187K -375 -0.5%
AAM
1434
Azzad Asset Management
Virginia
$35.3M +$762K +1,532 +2%
MC
1435
MIG Capital
California
$35.2M
AG
1436
Algert Global
California
$35.1M +$402K +808 +1%
HIC
1437
Holderness Investments Company
North Carolina
$35.1M +$256K +515 +0.7%
RIL
1438
Rothschild Investment LLC
Illinois
$35.1M +$320K +643 +0.9%
PCMC
1439
Paragon Capital Management (Colorado)
Colorado
$35M -$234K -471 -0.7%
FVWA
1440
Foster Victor Wealth Advisors
South Carolina
$34.9M +$1.94M +3,853 +6%
SAM
1441
Smartleaf Asset Management
Massachusetts
$34.8M -$4.26M -8,597 -11%
CC
1442
Cartenna Capital
Connecticut
$34.8M +$34.8M +70,000 New
1CP
1443
11 Capital Partners
Connecticut
$34.8M -$10.5M -21,037 -23%
RCM
1444
RNC Capital Management
California
$34.8M -$432K -869 -1%
CFSG
1445
Community Financial Services Group
Vermont
$34.7M -$618K -1,242 -2%
FHA
1446
Flagship Harbor Advisors
Massachusetts
$34.7M -$1.42M -2,862 -4%
GAG
1447
GM Advisory Group
New York
$34.6M +$5.53M +11,125 +19%
GGS
1448
Galvin Gaustad & Stein
Arizona
$34.6M -$550K -1,106 -2%
CF
1449
Clarity Financial
Texas
$34.6M -$5.58M -11,218 -14%
PE
1450
Point72 Europe
United Kingdom
$34.6M +$6.42M +12,901 +23%