MSFT icon

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 %
BGDI
1626
BW Gestao de Investimentos
Brazil
$27.7M +$7.75M +15,579 +39%
AGM
1627
Aragon Global Management
Florida
$27.6M +$995K +2,001 +4%
SFG
1628
SevenBridge Financial Group
Pennsylvania
$27.6M -$400K -756 -1%
CP
1629
Capital Planning
Washington
$27.6M -$6.37M -12,801 -19%
RZH
1630
Relyea Zuckerberg Hanson
Connecticut
$27.6M +$954K +1,917 +4%
BEAM
1631
Baker Ellis Asset Management
Washington
$27.6M -$470K -944 -2%
WBC
1632
West Branch Capital
Massachusetts
$27.6M -$140K -281 -0.5%
GWM
1633
GDS Wealth Management
Texas
$27.5M +$2.23M +4,478 +9%
BWP
1634
Balboa Wealth Partners
Arizona
$27.5M +$408K +820 +2%
KJHP
1635
K.J. Harrison & Partners
Ontario, Canada
$27.4M +$4.49M +9,024 +20%
CCM
1636
Copeland Capital Management
Pennsylvania
$27.3M -$87.5K -176 -0.3%
GEA
1637
Glen Eagle Advisors
New Jersey
$27.3M -$193K -389 -0.7%
CWM
1638
CMH Wealth Management
New Hampshire
$27.2M -$6.14M -12,334 -18%
CCS
1639
Concentric Capital Strategies
Connecticut
$27.2M +$27.2M +54,597 New
III
1640
Independent Investors Inc
New York
$27.1M
GWM
1641
Greenwich Wealth Management
Connecticut
$27.1M -$115K -232 -0.4%
SWA
1642
Stratos Wealth Advisors
Ohio
$27M -$1.27M -2,547 -4%
PT
1643
Plimoth Trust
Massachusetts
$27M -$135K -272 -0.5%
KA
1644
Kozak & Associates
Colorado
$27M +$524K +1,041 +2%
PRRFG
1645
Paul R. Ried Financial Group
Washington
$27M +$226K +455 +0.8%
CAG
1646
Csenge Advisory Group
Florida
$27M -$545K -1,183 -2%
UOTTAIMCU
1647
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$27M +$750K +1,508 +3%
VAS
1648
Valicenti Advisory Services
New York
$26.9M +$170K +342 +0.6%
GPTE
1649
Generali Powszechne Towarzystwo Emerytalne
Poland
$26.9M
LOIM
1650
Liberty One Investment Management
Illinois
$26.9M -$27.9K -56 -0.1%