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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 %
AS
1551
Altshuler Shaham
Israel
$30.4M -$751M -1,509,975 -96%
NIG
1552
NFJ Investment Group
Texas
$30.4M -$2.16M -4,338 -7%
JA
1553
JLB & Associates
Michigan
$30.4M -$2.28M -4,574 -7%
XF
1554
XML Financial
Maryland
$30.4M +$15.9K +32 +0.1%
SW
1555
Solidarity Wealth
Utah
$30.3M -$258K -519 -0.8%
BWL
1556
Bogart Wealth LLC
Virginia
$30.2M -$5.1M -10,251 -14%
HI
1557
Hendershot Investments
Virginia
$30.1M +$277K +557 +0.9%
SAM
1558
Smithbridge Asset Management
Pennsylvania
$30.1M -$792K -1,592 -3%
NG
1559
Norden Group
Utah
$30M +$224K +450 +0.8%
MASUI
1560
MIRAE ASSET SECURITIES (USA) INC.
New York
$29.9M -$50.2M -100,876 -63%
RA
1561
RFG Advisory
Alabama
$29.9M +$587K +1,181 +2%
HKIM
1562
Hayek Kallen Investment Management
Alabama
$29.9M +$151K +304 +0.5%
PAM
1563
Peak Asset Management
Colorado
$29.8M -$624K -1,254 -2%
CSUI
1564
Cincinnati Specialty Underwriters Insurance
Ohio
$29.8M
EGM
1565
Engineers Gate Manager
New York
$29.8M +$29.8M +59,943 New
GA
1566
GFS Advisors
Texas
$29.8M +$29.8M +59,931 New
HIM
1567
Harbour Investment Management
Washington
$29.8M -$317K -638 -1%
CT
1568
Colonial Trust
South Carolina
$29.7M -$651K -1,308 -2%
VCM
1569
Vision Capital Management
Oregon
$29.7M -$1.51M -3,032 -5%
MCM
1570
Maytus Capital Management
New York
$29.7M +$29.7M +59,729 New
EP
1571
Edgestream Partners
New Jersey
$29.7M +$8.22M +16,529 +38%
AMM
1572
American Money Management
California
$29.7M -$35.8K -72 -0.1%
SS
1573
Sunbelt Securities
Texas
$29.7M +$420K +996 +1%
UC
1574
Unio Capital
New Jersey
$29.6M +$4.58M +9,216 +18%
BWA
1575
Bordeaux Wealth Advisors
California
$29.6M +$812K +1,633 +3%