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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 %
CCT
1801
Capital City Trust
Florida
$23.2M -$783K -1,574 -3%
WTFG
1802
Wells Trecaso Financial Group
Ohio
$23.2M -$212K -426 -0.9%
CPW
1803
Cove Private Wealth
New York
$23.1M +$5.57M +11,197 +32%
BIA
1804
Biondo Investment Advisors
Pennsylvania
$23.1M -$105K -212 -0.5%
HH
1805
HWG Holdings
Texas
$23.1M +$4.85M +9,748 +27%
VW
1806
Vantage Wealth
California
$23.1M -$1.33M -2,670 -5%
QFA
1807
Quattro Financial Advisors
Texas
$23.1M -$2.56M -5,138 -10%
PCA
1808
Providence Capital Advisors
North Carolina
$23.1M +$765K +1,537 +3%
VCM
1809
Versant Capital Management
Arizona
$23M +$711K +1,429 +3%
ACA
1810
Aspire Capital Advisors
Washington
$23M -$218K -438 -0.9%
CAM
1811
Cozad Asset Management
Illinois
$23M +$9.62M +19,331 +72%
RIG
1812
Renaissance Investment Group
Massachusetts
$23M -$4.97K -10 -0%
RFMS
1813
RWQ Financial Management Services
Florida
$22.9M +$13.5M +27,104 +142%
HNB
1814
Hilltop National Bank
Wyoming
$22.9M +$22.9M +46,066 New
BHPW
1815
Beverly Hills Private Wealth
California
$22.9M -$39.3K -79 -0.2%
C
1816
Certuity
Florida
$22.9M -$1.3M -2,609 -5%
GGI
1817
GPM Growth Investors
Michigan
$22.8M -$175K -351 -0.8%
RCA
1818
Resonant Capital Advisors
Wisconsin
$22.8M +$3.8M +7,649 +20%
OC
1819
Oakworth Capital
Alabama
$22.7M +$842K +1,692 +4%
PWG
1820
Portside Wealth Group
Utah
$22.7M +$436K +876 +2%
ACM
1821
Adalta Capital Management
New York
$22.7M -$1.4M -2,812 -6%
SC
1822
Scholtz & Company
Connecticut
$22.6M -$444K -893 -2%
CA
1823
Continuum Advisory
Idaho
$22.6M +$1.07M +2,142 +5%
BHBT
1824
Burke & Herbert Bank & Trust
Virginia
$22.6M +$167K +336 +0.7%
HW
1825
Hedeker Wealth
Illinois
$22.6M -$573K -1,152 -2%