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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 %
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%
ZF
1536
Zhang Financial
Michigan
$30.9M +$361K +725 +1%
RIA
1537
RPG Investment Advisory
California
$30.8M -$30.8M -61,955 -50%
TCWA
1538
Turtle Creek Wealth Advisors
Texas
$30.8M +$2.15M +4,320 +7%
AFCM
1539
Applied Finance Capital Management
Puerto Rico
$30.8M -$462K -928 -1%
BP
1540
Broadleaf Partners
Ohio
$30.8M -$140K -281 -0.5%
DAM
1541
Deltec Asset Management
New York
$30.8M -$3.46M -6,961 -10%
ACS
1542
Archford Capital Strategies
Illinois
$30.8M +$2.57M +5,172 +9%
GIM
1543
Generali Investments Management
Slovenia
$30.7M -$976K -1,965 -3%
SSW
1544
Stone Summit Wealth
Florida
$30.7M -$15.4K -31 -0.1%
CCWA
1545
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30.6M +$11.2M +22,602 +58%
AIMC
1546
Alley Investment Management Company
Illinois
$30.5M -$158K -317 -0.5%
CVM
1547
Cheviot Value Management
California
$30.5M -$292K -560 -0.9%
M
1548
MOTCO
Texas
$30.5M +$381K +715 +1%
VA
1549
Valmark Advisers
Ohio
$30.5M +$1.04M +2,088 +4%
AS
1550
Altshuler Shaham
Israel
$30.4M -$751M -1,509,975 -96%