MSFT icon

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 %
LC
1851
Lincoln Capital
Nebraska
$21.8M +$2.01M +4,038 +10%
SBWIC
1852
Schaper Benz & Wise Investment Counsel
Wisconsin
$21.8M -$107K -215 -0.5%
LHC
1853
Little House Capital
Massachusetts
$21.8M -$1M -2,019 -4%
NG
1854
NatWest Group
United Kingdom
$21.8M +$5.25M +10,545 +32%
SGA
1855
Strategic Global Advisors
California
$21.8M +$2.9M +5,839 +15%
JSP
1856
Jackson Square Partners
California
$21.7M -$5.13M -10,320 -19%
JPMIA
1857
J.P. Marvel Investment Advisors
Massachusetts
$21.7M -$8.46K -17 -0%
MKA
1858
M. Kulyk & Associates
Georgia
$21.6M +$68.6K +138 +0.3%
AWA
1859
Artemis Wealth Advisors
New York
$21.6M +$5.34M +10,732 +33%
LKIM
1860
Lawson Kroeker Investment Management
Nebraska
$21.5M -$502K -1,009 -2%
OFG
1861
Oxford Financial Group
Indiana
$21.5M -$717K -1,441 -3%
MG
1862
Marex Group
$21.5M +$21.5M +43,200 New
KWM
1863
Keebeck Wealth Management
Illinois
$21.5M +$581K +1,169 +3%
CA
1864
Cache Advisors
California
$21.4M +$1.68M +3,384 +9%
MAM
1865
Morse Asset Management
Connecticut
$21.4M -$1.44M -2,888 -6%
FIB
1866
First Interstate Bank
Montana
$21.4M -$115K -232 -0.5%
GM
1867
GeoWealth Management
Illinois
$21.3M +$98K +197 +0.5%
FPGK
1868
Financial Partners Group (Kansas)
Kansas
$21.3M +$182K +365 +0.9%
BFW
1869
Brady Family Wealth
Missouri
$21.3M -$807K -1,623 -4%
IC
1870
Inscription Capital
Texas
$21.3M -$2.71M -5,451 -11%
MWA
1871
Moser Wealth Advisors
Washington
$21.3M +$1.83M +3,672 +9%
ACM
1872
Allred Capital Management
Texas
$21.3M -$1.14M -2,294 -5%
IA
1873
IFG Advisory
Georgia
$21.2M +$465K +934 +2%
NAMM
1874
NorthStar Asset Management (Massachusetts)
Massachusetts
$21.2M -$84.6K -170 -0.4%
PG
1875
Patten Group
Tennessee
$21.1M -$326K -656 -2%