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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 %
PWAM
1826
Private Wealth Asset Management
Iowa
$22.5M -$464K -932 -2%
VSI
1827
Verde Servicos Internacionais
Brazil
$22.5M +$11.3M +22,788 +101%
MP
1828
McDonald Partners
Ohio
$22.5M -$33.4K -67 -0.1%
FWP
1829
FAS Wealth Partners
Kansas
$22.4M +$1.18M +2,367 +6%
RMSCM
1830
R.M. Sincerbeaux Capital Management
New York
$22.4M +$415K +834 +2%
MSFS
1831
Main Street Financial Solutions
Pennsylvania
$22.4M +$9.87M +19,845 +79%
ACM
1832
AlphaStar Capital Management
North Carolina
$22.4M +$22.4M +45,021 New
SM
1833
STF Management
Texas
$22.3M +$620K +1,246 +3%
SFO
1834
Stenger Family Office
Illinois
$22.3M +$22.3M +43,519 New
CBTWT
1835
Community Bank & Trust (Waco, Texas)
Texas
$22.3M -$293K -590 -1%
ACM
1836
Accent Capital Management
Ohio
$22.2M +$1.36M +2,730 +7%
AAP
1837
Arax Advisory Partners
Colorado
$22.2M +$5.57M +7,748 +33%
VNA
1838
Valley National Advisers
Pennsylvania
$22.2M -$95.5K -192 -0.4%
DR
1839
Davis Rea
Ontario, Canada
$22.2M -$7.23M -14,532 -25%
PM
1840
Penbrook Management
New York
$22.2M +$10.9M +24,980 +96%
LFP
1841
Leeward Financial Partners
Washington
$22.2M +$285K +572 +1%
TM
1842
TigerOak Management
New Mexico
$22.1M +$298K +599 +1%
MCG
1843
McCollum Christoferson Group
New York
$22M -$216K -435 -1%
MAM
1844
Mirabaud Asset Management
United Kingdom
$22M +$575K +1,160 +3%
SI
1845
Symmetry Investments
Jersey
$22M +$10M +20,149 +84%
CIM
1846
CIM Investment Management
Pennsylvania
$21.9M +$11M +24,059 +102%
BCM
1847
Bourgeon Capital Management
Connecticut
$21.9M +$169K +339 +0.8%
CFP
1848
Catalyst Financial Partners
Massachusetts
$21.9M +$971K +1,953 +5%
SCA
1849
Sage Capital Advisors
South Dakota
$21.8M -$27.9K -56 -0.1%
LC
1850
Lincoln Capital
Nebraska
$21.8M +$2.01M +4,038 +10%