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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 %
SACTSONJ
1626
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$27.7M
BGDI
1627
BW Gestao de Investimentos
Brazil
$27.7M +$7.75M +15,579 +39%
AGM
1628
Aragon Global Management
Florida
$27.6M +$995K +2,001 +4%
SFG
1629
SevenBridge Financial Group
Pennsylvania
$27.6M -$400K -756 -1%
CP
1630
Capital Planning
Washington
$27.6M -$6.37M -12,801 -19%
RZH
1631
Relyea Zuckerberg Hanson
Connecticut
$27.6M +$954K +1,917 +4%
BEAM
1632
Baker Ellis Asset Management
Washington
$27.6M -$470K -944 -2%
WBC
1633
West Branch Capital
Massachusetts
$27.6M -$140K -281 -0.5%
GWM
1634
GDS Wealth Management
Texas
$27.5M +$2.23M +4,478 +9%
BWP
1635
Balboa Wealth Partners
Arizona
$27.5M +$408K +820 +2%
KJHP
1636
K.J. Harrison & Partners
Ontario, Canada
$27.4M +$4.49M +9,024 +20%
CCM
1637
Copeland Capital Management
Pennsylvania
$27.3M -$87.5K -176 -0.3%
GEA
1638
Glen Eagle Advisors
New Jersey
$27.3M -$193K -389 -0.7%
CWM
1639
CMH Wealth Management
New Hampshire
$27.2M -$6.14M -12,334 -18%
CCS
1640
Concentric Capital Strategies
Connecticut
$27.2M +$27.2M +54,597 New
III
1641
Independent Investors Inc
New York
$27.1M
GWM
1642
Greenwich Wealth Management
Connecticut
$27.1M -$115K -232 -0.4%
SWA
1643
Stratos Wealth Advisors
Ohio
$27M -$1.27M -2,547 -4%
PT
1644
Plimoth Trust
Massachusetts
$27M -$135K -272 -0.5%
KA
1645
Kozak & Associates
Colorado
$27M +$524K +1,041 +2%
PRRFG
1646
Paul R. Ried Financial Group
Washington
$27M +$226K +455 +0.8%
CAG
1647
Csenge Advisory Group
Florida
$27M -$545K -1,183 -2%
UOTTAIMCU
1648
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$27M +$750K +1,508 +3%
VAS
1649
Valicenti Advisory Services
New York
$26.9M +$170K +342 +0.6%
GPTE
1650
Generali Powszechne Towarzystwo Emerytalne
Poland
$26.9M