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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 %
SCA
1651
St. Clair Advisors
Ohio
$26.9M -$423K -850 -2%
CI
1652
Conning Inc
Connecticut
$26.9M -$1.34M -2,684 -5%
FTC
1653
Farmers Trust Company
Ohio
$26.8M -$633K -1,273 -2%
CRB
1654
Chad R. Baker
$26.7M
CAM
1655
Cypress Asset Management
Texas
$26.7M +$30.8K +62 +0.1%
AOWM
1656
Alpha Omega Wealth Management
Virginia
$26.6M -$414K -832 -2%
GLR
1657
Great Lakes Retirement
Ohio
$26.6M +$5.45M +10,964 +26%
HWM
1658
Heirloom Wealth Management
Colorado
$26.6M -$19.9K -40 -0.1%
SIC
1659
SFE Investment Counsel
California
$26.6M +$13.1M +26,321 +97%
EFG
1660
Everhart Financial Group
Ohio
$26.6M +$2.22M +4,458 +9%
HFS
1661
Haverford Financial Services
Pennsylvania
$26.5M -$718K -1,444 -3%
MC
1662
Miramar Capital
Illinois
$26.5M +$450K +905 +2%
EFG
1663
Embree Financial Group
Illinois
$26.5M
NAS
1664
Nicolet Advisory Services
Wisconsin
$26.5M +$1.1M +2,100 +4%
HPIA
1665
Hamilton Point Investment Advisors
North Carolina
$26.5M -$966K -1,942 -4%
KF
1666
Krilogy Financial
Missouri
$26.4M +$622K +1,250 +2%
TAM
1667
Thematics Asset Management
France
$26.4M +$18.2M +36,581 +222%
BCB
1668
Brian C. Broderick
$26.4M -$789K -1,586 -3%
LIM
1669
Lathrop Investment Management
Arkansas
$26.4M -$986K -1,983 -4%
PPWP
1670
Premier Path Wealth Partners
New Jersey
$26.4M +$753K +1,514 +3%
TCM
1671
Traynor Capital Management
Pennsylvania
$26.3M -$1.09M -2,221 -4%
CHC
1672
City Holding Co
West Virginia
$26.3M -$214K -431 -0.8%
OAM
1673
Occidental Asset Management
California
$26.3M +$1.18M +2,372 +5%
SDJVC
1674
St. Denis J. Villere & Co
Louisiana
$26.3M -$605K -1,216 -2%
FAIM
1675
Financial Advocates Investment Management
Washington
$26.2M +$11.9M +23,990 +84%