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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 %
PGAM
1451
Princeton Global Asset Management
New Jersey
$34.5M -$840K -1,689 -2%
IWA
1452
IBEX Wealth Advisors
New Jersey
$34.5M +$452K +909 +1%
SWM
1453
Segment Wealth Management
Texas
$34.5M -$1M -2,019 -3%
BWM
1454
Buckley Wealth Management
Nevada
$34.5M -$1.14M -2,292 -3%
LPT
1455
Legacy Private Trust
Wisconsin
$34.4M -$1.77M -3,563 -5%
PWW
1456
Pettyjohn Wood & White
Virginia
$34.3M +$27.9K +56 +0.1%
MCM
1457
McRae Capital Management
New Jersey
$34.2M -$953K -1,915 -3%
WSC
1458
Wellington Shields & Co
New York
$34.2M +$25.4K +51 +0.1%
CIA
1459
CCM Investment Advisers
South Carolina
$34.2M -$1.04M -2,087 -3%
CC
1460
Cadinha & Co
Hawaii
$34.2M +$17.1M +34,309 +100%
MTIC
1461
Missouri Trust & Investment Company
Missouri
$34.2M +$3.48K +7 +0%
CCWM
1462
Cassaday & Co Wealth Management
Virginia
$34.2M +$1.57M +3,161 +5%
AC
1463
AlphaCore Capital
California
$34.1M +$7.37M +14,808 +28%
TCA
1464
Trifecta Capital Advisors
Illinois
$34.1M +$3.54M +7,115 +12%
PTB
1465
Pioneer Trust Bank
Oregon
$34.1M -$566K -1,137 -2%
FMTC
1466
Farmers & Merchants Trust Company
California
$34.1M +$3.98M +8,000 +13%
ZIG
1467
Zuckerman Investment Group
Illinois
$34M +$1.34M +2,686 +4%
TGCMU
1468
Titan Global Capital Management USA
New York
$33.9M +$5.77M +11,591 +20%
CAM
1469
Claret Asset Management
Quebec, Canada
$33.9M -$214K -430 -0.6%
HIC
1470
Hartline Investment Corp
Illinois
$33.9M -$2.79M -5,608 -8%
RDWM
1471
Red Door Wealth Management
Tennessee
$33.9M +$3.67M +7,378 +12%
CWM
1472
Cornerstone Wealth Management
Missouri
$33.8M +$1.36M +2,729 +4%
WWA
1473
WCG Wealth Advisors
Nevada
$33.8M -$735K -1,478 -2%
MFS
1474
Madrona Financial Services
Washington
$33.8M +$223K +449 +0.7%
CAM
1475
Covenant Asset Management
New Jersey
$33.8M +$133K +268 +0.4%