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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 %
MCM
1576
Mengis Capital Management
Oregon
$29.5M -$3.7M -7,435 -11%
KC
1577
Knuff & Co
California
$29.5M +$258K +519 +0.9%
SAM
1578
Sompo Asset Management
Japan
$29.5M +$426K +857 +1%
AAMU
1579
APG Asset Management US
New York
$29.5M -$1.1M -2,234 -4%
WC
1580
Westwind Capital
New Mexico
$29.4M +$190K +382 +0.6%
KWA
1581
Kingswood Wealth Advisors
California
$29.4M -$2.8M -5,628 -9%
MC
1582
Middleton & Co
Massachusetts
$29.4M -$266K -535 -0.9%
NS
1583
NBC Securities
Alabama
$29.3M -$10.7M -21,593 -27%
AF
1584
Advisornet Financial
Minnesota
$29.3M -$379K -762 -1%
GCM
1585
Goldstream Capital Management
Hong Kong
$29.3M +$8.41M +16,911 +40%
TAMH
1586
Taikang Asset Management (HK)
Hong Kong
$29.3M -$1.57M -3,160 -5%
AIM
1587
Arcadia Investment Management
Michigan
$29.3M +$112K +226 +0.4%
NHT
1588
New Hampshire Trust
New Hampshire
$29.2M -$14.4K -29 -0%
PM
1589
Phraction Management
Connecticut
$29.2M +$1.83M +3,685 +7%
CWA
1590
Consilio Wealth Advisors
Washington
$29.1M +$3.93M +7,917 +16%
CFG
1591
Cooper Financial Group
California
$29M +$369K +742 +1%
SIG
1592
Sargent Investment Group
Maryland
$29M +$566K +1,078 +2%
RWM
1593
RKL Wealth Management
Pennsylvania
$28.9M -$1.22M -2,453 -4%
CAAS
1594
Capital Asset Advisory Services
Michigan
$28.9M +$1.09M +2,218 +4%
SL
1595
Salomon & Ludwin
Virginia
$28.8M -$1.21M -2,468 -4%
DIP
1596
DT Investment Partners
Pennsylvania
$28.8M -$516K -1,038 -2%
CB
1597
Community Bank
New York
$28.8M -$1.02M -2,051 -3%
AMCA
1598
Arthur M. Cohen & Associates
Illinois
$28.7M -$616K -1,238 -2%
EAMA
1599
EFG Asset Management (Americas)
Florida
$28.7M +$79.6K +160 +0.3%
PFBT
1600
Parkside Financial Bank & Trust
Missouri
$28.7M +$2.88M +5,780 +11%