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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 %
NAM
1676
NTV Asset Management
West Virginia
$26.2M +$31.8K +64 +0.1%
LPCM
1677
Lynwood Price Capital Management
Texas
$26.1M
PP
1678
PDS Planning
Ohio
$26.1M +$3.41M +6,850 +15%
DWM
1679
Diversify Wealth Management
Utah
$26.1M +$919K +1,736 +4%
CPBTD
1680
Central Pacific Bank - Trust Division
Hawaii
$26M +$1.01M +2,032 +4%
CA
1681
Claar Advisors
New York
$26M -$1.78M -3,578 -6%
HCM
1682
Hodges Capital Management
Texas
$26M -$297K -597 -1%
SWM
1683
Stockman Wealth Management
Montana
$26M -$264K -531 -1%
WF
1684
Wayfinding Financial
Washington
$26M -$578K -1,079 -2%
ERWM
1685
Elk River Wealth Management
Colorado
$25.9M -$222K -447 -0.8%
SC
1686
Sepio Capital
Utah
$25.9M -$657K -1,320 -2%
FFA
1687
Fragasso Financial Advisors
Pennsylvania
$25.9M -$2.39M -4,804 -8%
CCM
1688
Campbell Capital Management
Florida
$25.9M -$426K -856 -2%
SAM
1689
Strategy Asset Managers
California
$25.9M +$431K +867 +2%
PCM
1690
Princeton Capital Management
New Jersey
$25.8M -$1.81M -3,637 -7%
LWMM
1691
Legacy Wealth Management (Mississippi)
Mississippi
$25.8M -$471K -946 -2%
DCM
1692
Decatur Capital Management
Georgia
$25.8M
MIP
1693
Marietta Investment Partners
Wisconsin
$25.7M -$136K -274 -0.5%
NIM
1694
Nicollet Investment Management
Minnesota
$25.7M -$1.3M -2,618 -5%
PCM
1695
Penserra Capital Management
California
$25.7M +$1.74M +3,495 +7%
RIA
1696
Regal Investment Advisors
Michigan
$25.7M +$2.18M +4,383 +9%
BWAM
1697
Boyd Watterson Asset Management
Ohio
$25.6M -$194K -390 -0.8%
FC
1698
Farley Capital
New York
$25.6M +$34.8K +70 +0.1%
HCM
1699
Harvey Capital Management
Florida
$25.5M -$241K -490 -0.9%
CICI
1700
Capital Investment Counsel Inc
North Carolina
$25.5M +$118K +238 +0.5%