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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 %
LOIM
1651
Liberty One Investment Management
Illinois
$26.9M -$27.9K -56 -0.1%
SCA
1652
St. Clair Advisors
Ohio
$26.9M -$423K -850 -2%
CI
1653
Conning Inc
Connecticut
$26.9M -$1.34M -2,684 -5%
FTC
1654
Farmers Trust Company
Ohio
$26.8M -$633K -1,273 -2%
CRB
1655
Chad R. Baker
$26.7M
CAM
1656
Cypress Asset Management
Texas
$26.7M +$30.8K +62 +0.1%
AOWM
1657
Alpha Omega Wealth Management
Virginia
$26.6M -$414K -832 -2%
GLR
1658
Great Lakes Retirement
Ohio
$26.6M +$5.45M +10,964 +26%
HWM
1659
Heirloom Wealth Management
Colorado
$26.6M -$19.9K -40 -0.1%
SIC
1660
SFE Investment Counsel
California
$26.6M +$13.1M +26,321 +97%
EFG
1661
Everhart Financial Group
Ohio
$26.6M +$2.22M +4,458 +9%
HFS
1662
Haverford Financial Services
Pennsylvania
$26.5M -$718K -1,444 -3%
MC
1663
Miramar Capital
Illinois
$26.5M +$450K +905 +2%
EFG
1664
Embree Financial Group
Illinois
$26.5M
NAS
1665
Nicolet Advisory Services
Wisconsin
$26.5M +$1.1M +2,100 +4%
HPIA
1666
Hamilton Point Investment Advisors
North Carolina
$26.5M -$966K -1,942 -4%
KF
1667
Krilogy Financial
Missouri
$26.4M +$622K +1,250 +2%
TAM
1668
Thematics Asset Management
France
$26.4M +$18.2M +36,581 +222%
BCB
1669
Brian C. Broderick
$26.4M -$789K -1,586 -3%
LIM
1670
Lathrop Investment Management
Arkansas
$26.4M -$986K -1,983 -4%
PPWP
1671
Premier Path Wealth Partners
New Jersey
$26.4M +$753K +1,514 +3%
TCM
1672
Traynor Capital Management
Pennsylvania
$26.3M -$1.09M -2,221 -4%
CHC
1673
City Holding Co
West Virginia
$26.3M -$214K -431 -0.8%
OAM
1674
Occidental Asset Management
California
$26.3M +$1.18M +2,372 +5%
SDJVC
1675
St. Denis J. Villere & Co
Louisiana
$26.3M -$605K -1,216 -2%