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Microsoft

5,696 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, 2,572 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,696
Holders Change
+14
Holders Change %
+0.25%
% of All Funds
76.32%
Holding in Top 10
3,094
Holding in Top 10 Change
+299
Holding in Top 10 Change %
+10.7%
% of All Funds
41.46%
New
230
Increased
2,515
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 %
SI
1526
Sora Investors
Pennsylvania
$31.3M -$7.82M -15,715 -20%
TPA
1527
Trivium Point Advisory
Connecticut
$31.3M +$1.55M +3,118 +5%
SMA
1528
Sage Mountain Advisors
Georgia
$31.2M +$2.58M +5,189 +9%
PCP
1529
Proficio Capital Partners
Massachusetts
$31.2M +$532K +1,070 +2%
BAM
1530
Bell Asset Management
Australia
$31.2M -$18.9M -38,064 -38%
TFA
1531
Toth Financial Advisory
Virginia
$31.1M -$169K -340 -0.5%
CIC
1532
Canal Insurance Company
South Carolina
$31.1M
RFM
1533
Royal Fund Management
Florida
$31.1M +$12.8M +25,708 +70%
OMG
1534
One Madison Group
New York
$31M -$7.31M -14,700 -19%
AIA
1535
Allied Investment Advisors
Montana
$31M -$67.2K -135 -0.2%
AG
1536
Amiral Gestion
France
$30.9M +$12.9M +25,860 +71%
ZF
1537
Zhang Financial
Michigan
$30.9M +$361K +725 +1%
RIA
1538
RPG Investment Advisory
California
$30.8M -$30.8M -61,955 -50%
TCWA
1539
Turtle Creek Wealth Advisors
Texas
$30.8M +$2.15M +4,320 +7%
AFCM
1540
Applied Finance Capital Management
Puerto Rico
$30.8M -$462K -928 -1%
BP
1541
Broadleaf Partners
Ohio
$30.8M -$140K -281 -0.5%
DAM
1542
Deltec Asset Management
New York
$30.8M -$3.46M -6,961 -10%
ACS
1543
Archford Capital Strategies
Illinois
$30.8M +$2.57M +5,172 +9%
GIM
1544
Generali Investments Management
Slovenia
$30.7M -$976K -1,965 -3%
SSW
1545
Stone Summit Wealth
Florida
$30.7M -$15.4K -31 -0.1%
CCWA
1546
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30.6M +$11.2M +22,602 +58%
AIMC
1547
Alley Investment Management Company
Illinois
$30.5M -$158K -317 -0.5%
CVM
1548
Cheviot Value Management
California
$30.5M -$292K -560 -0.9%
M
1549
MOTCO
Texas
$30.5M +$381K +715 +1%
VA
1550
Valmark Advisers
Ohio
$30.5M +$1.04M +2,088 +4%