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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 %
CICI
1701
Capital Investment Counsel Inc
North Carolina
$25.5M +$118K +238 +0.5%
AIIMS
1702
Analyst IMS Investment Management Services
Israel
$25.5M -$505K -1,016 -2%
HTIM
1703
Harbour Trust & Investment Management
Indiana
$25.5M +$551K +1,107 +2%
MAM
1704
Mystic Asset Management
Rhode Island
$25.5M -$49.7K -100 -0.2%
MSAM
1705
Moloney Securities Asset Management
Missouri
$25.4M +$2.78M +5,584 +12%
CCMINC
1706
Cardinal Capital Management Inc (North Carolina)
North Carolina
$25.4M +$33.3K +67 +0.1%
RP
1707
Rowlandmiller & Partners
Georgia
$25.3M +$41.8K +84 +0.2%
1IA
1708
1834 Investment Advisors
Wisconsin
$25.3M -$2.12M -4,255 -8%
WPW
1709
Waldron Private Wealth
Pennsylvania
$25.3M -$130K -261 -0.5%
RWB
1710
RMR Wealth Builders
New Jersey
$25.3M +$983K +1,977 +4%
SIC
1711
Sigma Investment Counselors
Michigan
$25.1M +$553K +1,112 +2%
CNB
1712
Camden National Bank
Maine
$25.1M -$429K -863 -2%
CWP
1713
CFM Wealth Partners
Texas
$25.1M +$120K +242 +0.5%
AF
1714
Apexium Financial
Texas
$25.1M -$84.6K -170 -0.3%
PR
1715
Payden & Rygel
California
$25.1M
NI
1716
Natural Investments
California
$25.1M -$586K -1,179 -2%
RCAG
1717
Rehmann Capital Advisory Group
Michigan
$25M +$1.62M +3,266 +7%
SAM
1718
Stansberry Asset Management
Texas
$25M +$231K +464 +0.9%
YDMI
1719
Y.D. More Investments
Israel
$25M +$670K +1,347 +3%
Koshinski Asset Management
1720
Koshinski Asset Management
Illinois
$25M +$464K +933 +2%
LG
1721
Leuthold Group
Minnesota
$25M -$390K -784 -2%
BL
1722
BWCP LP
Texas
$25M +$25M +50,247 New
SCM
1723
Stonebridge Capital Management
California
$24.9M -$24.9K -50 -0.1%
IUHSA
1724
Itau Unibanco Holding S.A.
Brazil
$24.9M -$10.4M -20,876 -29%
AWA
1725
Arete Wealth Advisors
Illinois
$24.9M -$348K -699 -1%