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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 %
EPAM
1901
Evelyn Partners Asset Management
$20.8M +$20.8M +83,629 +124,819%
CA
1902
Claro Advisors
Massachusetts
$20.8M -$6.09M -12,246 -23%
GIC
1903
Generali Investments CEE
Czech Republic
$20.8M -$421K -846 -2%
B
1904
BloombergSen
Ontario, Canada
$20.8M -$269K -540 -1%
MYIA
1905
Mount Yale Investment Advisors
Colorado
$20.8M +$113K +227 +0.5%
TAP
1906
Tounjian Advisory Partners
Florida
$20.7M -$383K -1,020 -2%
CPL
1907
Capital & Planning LLC
Georgia
$20.7M -$34.3K -69 -0.2%
MCM
1908
Manchester Capital Management
Vermont
$20.7M -$475K -955 -2%
CG
1909
CFO4Life Group
Texas
$20.7M +$384K +771 +2%
BB
1910
Berkshire Bank
Massachusetts
$20.7M -$389K -782 -2%
BCP
1911
Bluegrass Capital Partners
Florida
$20.6M -$746K -1,500 -3%
PFGIA
1912
Patriot Financial Group Insurance Agency
Massachusetts
$20.6M +$1.32M +2,648 +7%
PAMG
1913
Patton Albertson Miller Group
Tennessee
$20.6M +$3.43M +6,888 +20%
CFS
1914
CRA Financial Services
New Jersey
$20.6M -$122K -245 -0.6%
BRM
1915
Boston Research & Management
Massachusetts
$20.6M -$279K -560 -1%
UB
1916
Umpqua Bank
Oregon
$20.6M +$1.05M +2,121 +5%
RB
1917
Rodgers Brothers
Pennsylvania
$20.6M -$397K -799 -2%
JHCP
1918
Jackson Hole Capital Partners
Oklahoma
$20.5M +$532K +1,069 +3%
MIC
1919
Maxi Investments CY
Cyprus
$20.5M -$22.9M -46,113 -53%
CPRC
1920
Consolidated Portfolio Review Corp
New York
$20.5M +$915K +1,840 +5%
EBSAM
1921
Eubel Brady & Suttman Asset Management
Ohio
$20.5M +$3.48K +7 +0%
WCM
1922
Whitener Capital Management
North Carolina
$20.5M -$455K -915 -2%
GWANC
1923
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.4M +$862K +1,733 +4%
PCMK
1924
Paragon Capital Management (Kansas)
Kansas
$20.4M -$385K -775 -2%
WFG
1925
Wills Financial Group
Virginia
$20.4M +$63.7K +128 +0.3%