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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 %
IPGDR
1751
Investidor Profissional Gestao de Recursos
Brazil
$24.3M +$3.12M +6,267 +15%
IFWM
1752
Institute for Wealth Management
Colorado
$24.3M -$596K -1,198 -2%
SWM
1753
Silverlake Wealth Management
Vermont
$24.3M +$1.5M +3,024 +7%
WCM
1754
Weik Capital Management
Pennsylvania
$24.3M -$511K -1,028 -2%
PGDP
1755
Pragma Gestao de Patrimonio
Brazil
$24.2M -$6.52M -13,100 -21%
GPSPJS
1756
General Pension Society PZU Joint Stock
Poland
$24.2M +$9.3M +18,700 +62%
SNB
1757
Security National Bank
Nebraska
$24.2M -$196K -395 -0.8%
MSFP
1758
Mark Sheptoff Financial Planning
Connecticut
$24.2M +$130K +261 +0.5%
HDIM
1759
Hanson & Doremus Investment Management
Vermont
$24.2M -$65.7K -132 -0.3%
MA
1760
MONECO Advisors
Connecticut
$24.2M +$46.8K +94 +0.2%
CWM
1761
Connecticut Wealth Management
Connecticut
$24.2M -$268K -538 -1%
SGI
1762
Summit Global Investments
Utah
$24.2M +$14.4M +28,981 +148%
APSI
1763
Asset Planning Services Inc
Louisiana
$24.2M -$148K -297 -0.6%
HC
1764
Hendley & Co
Ohio
$24.2M -$145K -292 -0.6%
MWAM
1765
Manhattan West Asset Management
California
$24.1M +$186K +374 +0.8%
FI
1766
Financial Insights
Washington
$24M -$585K -1,177 -2%
SWM
1767
Sendero Wealth Management
Texas
$24M +$11.9K +24 +0%
TPCM
1768
Two Point Capital Management
New York
$24M +$24M +48,296 New
PCG
1769
PFC Capital Group
California
$24M -$1.53M -3,079 -6%
NW
1770
Naviter Wealth
Arkansas
$24M -$3.5M -7,031 -13%
FNB
1771
Farmers National Bank
Kentucky
$23.9M -$425K -854 -2%
HCA
1772
Harbor Capital Advisors
Illinois
$23.9M -$144K -289 -0.6%
JWCA
1773
J.W. Coons Advisors
Ohio
$23.9M +$1.7M +3,411 +8%
JCM
1774
Jacobi Capital Management
Pennsylvania
$23.9M +$648K +1,303 +3%
WTA
1775
Washington Trust Advisors
Massachusetts
$23.9M +$254K +511 +1%