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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 %
CA
1901
Claro Advisors
Massachusetts
$20.8M -$6.09M -12,246 -23%
GIC
1902
Generali Investments CEE
Czech Republic
$20.8M -$421K -846 -2%
B
1903
BloombergSen
Ontario, Canada
$20.8M -$269K -540 -1%
MYIA
1904
Mount Yale Investment Advisors
Colorado
$20.8M +$113K +227 +0.5%
TAP
1905
Tounjian Advisory Partners
Florida
$20.7M -$383K -1,020 -2%
CPL
1906
Capital & Planning LLC
Georgia
$20.7M -$34.3K -69 -0.2%
MCM
1907
Manchester Capital Management
Vermont
$20.7M -$475K -955 -2%
CG
1908
CFO4Life Group
Texas
$20.7M +$384K +771 +2%
BB
1909
Berkshire Bank
Massachusetts
$20.7M -$389K -782 -2%
BCP
1910
Bluegrass Capital Partners
Florida
$20.6M -$746K -1,500 -3%
PFGIA
1911
Patriot Financial Group Insurance Agency
Massachusetts
$20.6M +$1.32M +2,648 +7%
PAMG
1912
Patton Albertson Miller Group
Tennessee
$20.6M +$3.43M +6,888 +20%
CFS
1913
CRA Financial Services
New Jersey
$20.6M -$122K -245 -0.6%
BRM
1914
Boston Research & Management
Massachusetts
$20.6M -$279K -560 -1%
UB
1915
Umpqua Bank
Oregon
$20.6M +$1.05M +2,121 +5%
RB
1916
Rodgers Brothers
Pennsylvania
$20.6M -$397K -799 -2%
JHCP
1917
Jackson Hole Capital Partners
Oklahoma
$20.5M +$532K +1,069 +3%
MIC
1918
Maxi Investments CY
Cyprus
$20.5M -$22.9M -46,113 -53%
CPRC
1919
Consolidated Portfolio Review Corp
New York
$20.5M +$915K +1,840 +5%
EBSAM
1920
Eubel Brady & Suttman Asset Management
Ohio
$20.5M +$3.48K +7 +0%
WCM
1921
Whitener Capital Management
North Carolina
$20.5M -$455K -915 -2%
GWANC
1922
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.4M +$862K +1,733 +4%
PCMK
1923
Paragon Capital Management (Kansas)
Kansas
$20.4M -$385K -775 -2%
WFG
1924
Wills Financial Group
Virginia
$20.4M +$63.7K +128 +0.3%
SFG
1925
Snider Financial Group
Washington
$20.4M -$1.06M -2,131 -5%