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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 %
IFWM
1751
Institute for Wealth Management
Colorado
$24.3M -$596K -1,198 -2%
SWM
1752
Silverlake Wealth Management
Vermont
$24.3M +$1.5M +3,024 +7%
WCM
1753
Weik Capital Management
Pennsylvania
$24.3M -$511K -1,028 -2%
PGDP
1754
Pragma Gestao de Patrimonio
Brazil
$24.2M -$6.52M -13,100 -21%
GPSPJS
1755
General Pension Society PZU Joint Stock
Poland
$24.2M +$9.3M +18,700 +62%
SNB
1756
Security National Bank
Nebraska
$24.2M -$196K -395 -0.8%
MSFP
1757
Mark Sheptoff Financial Planning
Connecticut
$24.2M +$130K +261 +0.5%
HDIM
1758
Hanson & Doremus Investment Management
Vermont
$24.2M -$65.7K -132 -0.3%
MA
1759
MONECO Advisors
Connecticut
$24.2M +$46.8K +94 +0.2%
CWM
1760
Connecticut Wealth Management
Connecticut
$24.2M -$268K -538 -1%
SGI
1761
Summit Global Investments
Utah
$24.2M +$14.4M +28,981 +148%
APSI
1762
Asset Planning Services Inc
Louisiana
$24.2M -$148K -297 -0.6%
HC
1763
Hendley & Co
Ohio
$24.2M -$145K -292 -0.6%
MWAM
1764
Manhattan West Asset Management
California
$24.1M +$186K +374 +0.8%
FI
1765
Financial Insights
Washington
$24M -$585K -1,177 -2%
SWM
1766
Sendero Wealth Management
Texas
$24M +$11.9K +24 +0%
TPCM
1767
Two Point Capital Management
New York
$24M +$24M +48,296 New
PCG
1768
PFC Capital Group
California
$24M -$1.53M -3,079 -6%
NW
1769
Naviter Wealth
Arkansas
$24M -$3.5M -7,031 -13%
FNB
1770
Farmers National Bank
Kentucky
$23.9M -$425K -854 -2%
HCA
1771
Harbor Capital Advisors
Illinois
$23.9M -$144K -289 -0.6%
JWCA
1772
J.W. Coons Advisors
Ohio
$23.9M +$1.7M +3,411 +8%
JCM
1773
Jacobi Capital Management
Pennsylvania
$23.9M +$648K +1,303 +3%
WTA
1774
Washington Trust Advisors
Massachusetts
$23.9M +$254K +511 +1%
RSS
1775
Rosenblum Silverman Sutton
California
$23.9M -$129K -260 -0.5%