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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 %
SBWIC
1851
Schaper Benz & Wise Investment Counsel
Wisconsin
$21.8M -$107K -215 -0.5%
LHC
1852
Little House Capital
Massachusetts
$21.8M -$1M -2,019 -4%
NG
1853
NatWest Group
United Kingdom
$21.8M +$5.25M +10,545 +32%
SGA
1854
Strategic Global Advisors
California
$21.8M +$2.9M +5,839 +15%
JSP
1855
Jackson Square Partners
California
$21.7M -$5.13M -10,320 -19%
JPMIA
1856
J.P. Marvel Investment Advisors
Massachusetts
$21.7M -$8.46K -17 -0%
MKA
1857
M. Kulyk & Associates
Georgia
$21.6M +$68.6K +138 +0.3%
AWA
1858
Artemis Wealth Advisors
New York
$21.6M +$5.34M +10,732 +33%
LKIM
1859
Lawson Kroeker Investment Management
Nebraska
$21.5M -$502K -1,009 -2%
OFG
1860
Oxford Financial Group
Indiana
$21.5M -$717K -1,441 -3%
MG
1861
Marex Group
$21.5M +$21.5M +43,200 New
KWM
1862
Keebeck Wealth Management
Illinois
$21.5M +$581K +1,169 +3%
CA
1863
Cache Advisors
California
$21.4M +$1.68M +3,384 +9%
MAM
1864
Morse Asset Management
Connecticut
$21.4M -$1.44M -2,888 -6%
FIB
1865
First Interstate Bank
Montana
$21.4M -$115K -232 -0.5%
GM
1866
GeoWealth Management
Illinois
$21.3M +$98K +197 +0.5%
FPGK
1867
Financial Partners Group (Kansas)
Kansas
$21.3M +$182K +365 +0.9%
BFW
1868
Brady Family Wealth
Missouri
$21.3M -$807K -1,623 -4%
IC
1869
Inscription Capital
Texas
$21.3M -$2.71M -5,451 -11%
MWA
1870
Moser Wealth Advisors
Washington
$21.3M +$1.83M +3,672 +9%
ACM
1871
Allred Capital Management
Texas
$21.3M -$1.14M -2,294 -5%
IA
1872
IFG Advisory
Georgia
$21.2M +$465K +934 +2%
NAMM
1873
NorthStar Asset Management (Massachusetts)
Massachusetts
$21.2M -$84.6K -170 -0.4%
PG
1874
Patten Group
Tennessee
$21.1M -$326K -656 -2%
PFS
1875
Physicians Financial Services
North Carolina
$21.1M -$404K -812 -2%