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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 %
NA
1801
Nordwand Advisors
Pennsylvania
$23.2M +$12.9M +26,033 +126%
CCT
1802
Capital City Trust
Florida
$23.2M -$783K -1,574 -3%
WTFG
1803
Wells Trecaso Financial Group
Ohio
$23.2M -$212K -426 -0.9%
CPW
1804
Cove Private Wealth
New York
$23.1M +$5.57M +11,197 +32%
BIA
1805
Biondo Investment Advisors
Pennsylvania
$23.1M -$105K -212 -0.5%
HH
1806
HWG Holdings
Texas
$23.1M +$4.85M +9,748 +27%
VW
1807
Vantage Wealth
California
$23.1M -$1.33M -2,670 -5%
QFA
1808
Quattro Financial Advisors
Texas
$23.1M -$2.56M -5,138 -10%
PCA
1809
Providence Capital Advisors
North Carolina
$23.1M +$765K +1,537 +3%
VCM
1810
Versant Capital Management
Arizona
$23M +$711K +1,429 +3%
ACA
1811
Aspire Capital Advisors
Washington
$23M -$218K -438 -0.9%
CAM
1812
Cozad Asset Management
Illinois
$23M +$9.62M +19,331 +72%
RIG
1813
Renaissance Investment Group
Massachusetts
$23M -$4.97K -10 -0%
RFMS
1814
RWQ Financial Management Services
Florida
$22.9M +$13.5M +27,104 +142%
HNB
1815
Hilltop National Bank
Wyoming
$22.9M +$22.9M +46,066 New
BHPW
1816
Beverly Hills Private Wealth
California
$22.9M -$39.3K -79 -0.2%
C
1817
Certuity
Florida
$22.9M -$1.3M -2,609 -5%
GGI
1818
GPM Growth Investors
Michigan
$22.8M -$175K -351 -0.8%
RCA
1819
Resonant Capital Advisors
Wisconsin
$22.8M +$3.8M +7,649 +20%
OC
1820
Oakworth Capital
Alabama
$22.7M +$842K +1,692 +4%
PWG
1821
Portside Wealth Group
Utah
$22.7M +$436K +876 +2%
ACM
1822
Adalta Capital Management
New York
$22.7M -$1.4M -2,812 -6%
SC
1823
Scholtz & Company
Connecticut
$22.6M -$444K -893 -2%
CA
1824
Continuum Advisory
Idaho
$22.6M +$1.07M +2,142 +5%
BHBT
1825
Burke & Herbert Bank & Trust
Virginia
$22.6M +$167K +336 +0.7%