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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 %
FAIM
1676
Financial Advocates Investment Management
Washington
$26.2M +$11.9M +23,990 +84%
NAM
1677
NTV Asset Management
West Virginia
$26.2M +$31.8K +64 +0.1%
LPCM
1678
Lynwood Price Capital Management
Texas
$26.1M
PP
1679
PDS Planning
Ohio
$26.1M +$3.41M +6,850 +15%
DWM
1680
Diversify Wealth Management
Utah
$26.1M +$919K +1,736 +4%
CPBTD
1681
Central Pacific Bank - Trust Division
Hawaii
$26M +$1.01M +2,032 +4%
CA
1682
Claar Advisors
New York
$26M -$1.78M -3,578 -6%
HCM
1683
Hodges Capital Management
Texas
$26M -$297K -597 -1%
SWM
1684
Stockman Wealth Management
Montana
$26M -$264K -531 -1%
WF
1685
Wayfinding Financial
Washington
$26M -$578K -1,079 -2%
ERWM
1686
Elk River Wealth Management
Colorado
$25.9M -$222K -447 -0.8%
SC
1687
Sepio Capital
Utah
$25.9M -$657K -1,320 -2%
FFA
1688
Fragasso Financial Advisors
Pennsylvania
$25.9M -$2.39M -4,804 -8%
CCM
1689
Campbell Capital Management
Florida
$25.9M -$426K -856 -2%
SAM
1690
Strategy Asset Managers
California
$25.9M +$431K +867 +2%
PCM
1691
Princeton Capital Management
New Jersey
$25.8M -$1.81M -3,637 -7%
LWMM
1692
Legacy Wealth Management (Mississippi)
Mississippi
$25.8M -$471K -946 -2%
DCM
1693
Decatur Capital Management
Georgia
$25.8M
MIP
1694
Marietta Investment Partners
Wisconsin
$25.7M -$136K -274 -0.5%
NIM
1695
Nicollet Investment Management
Minnesota
$25.7M -$1.3M -2,618 -5%
PCM
1696
Penserra Capital Management
California
$25.7M +$1.74M +3,495 +7%
RIA
1697
Regal Investment Advisors
Michigan
$25.7M +$2.18M +4,383 +9%
BWAM
1698
Boyd Watterson Asset Management
Ohio
$25.6M -$194K -390 -0.8%
FC
1699
Farley Capital
New York
$25.6M +$34.8K +70 +0.1%
HCM
1700
Harvey Capital Management
Florida
$25.5M -$241K -490 -0.9%