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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 %
PFBT
1601
Parkside Financial Bank & Trust
Missouri
$28.7M +$2.88M +5,780 +11%
SB
1602
Strategic Blueprint
Georgia
$28.7M -$174K -349 -0.6%
KP
1603
Keel Point
Alabama
$28.6M +$2.93M +5,890 +11%
LJHT
1604
Laurie J. Hall Trustee
$28.6M -$295K -593 -1%
RCP
1605
Rothschild Capital Partners
New York
$28.6M +$28.9K +58 +0.1%
BL
1606
BFSG LLC
California
$28.6M -$1.48M -2,974 -5%
AWM
1607
Avior Wealth Management
Nebraska
$28.6M +$2.91M +5,845 +11%
KA
1608
Kovack Advisors
Florida
$28.4M -$856K -1,720 -3%
WPP
1609
Whalerock Point Partners
Rhode Island
$28.4M +$494K +993 +2%
NM
1610
NWI Management
New York
$28.4M -$3.13M -6,300 -10%
FMB
1611
Field & Main Bank
Kentucky
$28.3M -$566K -1,138 -2%
DIM
1612
Delta Investment Management
California
$28.3M -$1.33M -2,680 -4%
AAM
1613
Augustine Asset Management
Florida
$28.3M -$2.53M -5,095 -8%
PBC
1614
Pavion Blue Capital
California
$28.2M +$430K +865 +2%
CT
1615
Clearstead Trust
Maine
$28.2M +$465K +934 +2%
VST
1616
Van Strum & Towne
California
$28.1M -$328K -660 -1%
EAM
1617
EULAV Asset Management
Florida
$28.1M +$747K +1,502 +3%
IA
1618
Integrity Alliance
Iowa
$28.1M -$19.9M -39,989 -41%
BSC
1619
Brown Shipley & Co
United Kingdom
$28.1M -$3.32M -6,674 -11%
MWA
1620
Meridian Wealth Advisors
Texas
$28.1M +$280K +563 +1%
GLA
1621
Good Life Advisors
Pennsylvania
$28M -$118K -238 -0.4%
CPA
1622
Court Place Advisors
Maryland
$28M -$246K -495 -0.9%
RWM
1623
Rockline Wealth Management
New York
$27.9M +$56.7K +114 +0.2%
MWM
1624
Mattern Wealth Management
Kansas
$27.7M -$952K -1,914 -3%
SFO
1625
Stokes Family Office
Louisiana
$27.7M -$219K -440 -0.8%