MSFT icon

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 %
CWS
1576
Confluence Wealth Services
Pennsylvania
$29.5M -$67.2K -135 -0.2%
MCM
1577
Mengis Capital Management
Oregon
$29.5M -$3.7M -7,435 -11%
KC
1578
Knuff & Co
California
$29.5M +$258K +519 +0.9%
SAM
1579
Sompo Asset Management
Japan
$29.5M +$426K +857 +1%
AAMU
1580
APG Asset Management US
New York
$29.5M -$1.1M -2,234 -4%
WC
1581
Westwind Capital
New Mexico
$29.4M +$190K +382 +0.6%
KWA
1582
Kingswood Wealth Advisors
California
$29.4M -$2.8M -5,628 -9%
MC
1583
Middleton & Co
Massachusetts
$29.4M -$266K -535 -0.9%
NS
1584
NBC Securities
Alabama
$29.3M -$10.7M -21,593 -27%
AF
1585
Advisornet Financial
Minnesota
$29.3M -$379K -762 -1%
GCM
1586
Goldstream Capital Management
Hong Kong
$29.3M +$8.41M +16,911 +40%
TAMH
1587
Taikang Asset Management (HK)
Hong Kong
$29.3M -$1.57M -3,160 -5%
AIM
1588
Arcadia Investment Management
Michigan
$29.3M +$112K +226 +0.4%
NHT
1589
New Hampshire Trust
New Hampshire
$29.2M -$14.4K -29 -0%
PM
1590
Phraction Management
Connecticut
$29.2M +$1.83M +3,685 +7%
CWA
1591
Consilio Wealth Advisors
Washington
$29.1M +$3.93M +7,917 +16%
CFG
1592
Cooper Financial Group
California
$29M +$369K +742 +1%
SIG
1593
Sargent Investment Group
Maryland
$29M +$566K +1,078 +2%
RWM
1594
RKL Wealth Management
Pennsylvania
$28.9M -$1.22M -2,453 -4%
CAAS
1595
Capital Asset Advisory Services
Michigan
$28.9M +$1.09M +2,218 +4%
SL
1596
Salomon & Ludwin
Virginia
$28.8M -$1.21M -2,468 -4%
DIP
1597
DT Investment Partners
Pennsylvania
$28.8M -$516K -1,038 -2%
CB
1598
Community Bank
New York
$28.8M -$1.02M -2,051 -3%
AMCA
1599
Arthur M. Cohen & Associates
Illinois
$28.7M -$616K -1,238 -2%
EAMA
1600
EFG Asset Management (Americas)
Florida
$28.7M +$79.6K +160 +0.3%