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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 %
TPI
1951
Trust Point Inc
Wisconsin
$19.8M +$1.64M +3,291 +9%
SFP
1952
Sandbox Financial Partners
Maryland
$19.8M -$37.8K -76 -0.2%
SA
1953
Sovran Advisors
California
$19.8M +$1.6M +3,221 +9%
RCYC
1954
Richard C. Young & Co
Rhode Island
$19.8M +$304K +611 +2%
SC
1955
Savoie Capital
Illinois
$19.8M +$249K +500 +1%
4WM
1956
44 Wealth Management
Oregon
$19.7M +$464K +933 +2%
WIS
1957
Wright Investors Service
Connecticut
$19.7M -$517K -1,040 -3%
SC
1958
Searle & Co
Connecticut
$19.7M +$162K +325 +0.8%
NL
1959
NVWM LLC
Pennsylvania
$19.7M +$392K +789 +2%
MCC
1960
Money Concepts Capital
Florida
$19.7M -$11.4K -23 -0.1%
KFA
1961
Kelleher Financial Advisors
New York
$19.6M +$778K +1,564 +4%
GAM
1962
Grandview Asset Management
Pennsylvania
$19.6M +$118K +237 +0.6%
AO
1963
Advisor OS
Illinois
$19.6M +$1.48M +2,967 +8%
BCM
1964
Barrier Capital Management
California
$19.6M +$19.6M +39,393 New
MC
1965
Montag & Caldwell
Georgia
$19.6M -$594K -1,194 -3%
IPW
1966
Inlet Private Wealth
Florida
$19.6M -$64.7K -130 -0.3%
WKWM
1967
Walter & Keenan Wealth Management
Indiana
$19.5M +$497K +1,000 +3%
GCM
1968
Gibraltar Capital Management
Oklahoma
$19.5M +$281K +565 +1%
HIP
1969
Harrell Investment Partners
Texas
$19.5M +$2.19M +4,405 +13%
NCGI
1970
Next Century Growth Investors
Minnesota
$19.5M +$3.82M +7,683 +24%
AI
1971
Accredited Investors
Minnesota
$19.5M +$826K +1,661 +4%
ME
1972
McIlrath & Eck
Washington
$19.5M -$32.2M -64,697 -62%
OL
1973
one8zero8 LLC
North Carolina
$19.4M -$1.38M -2,776 -7%
IA
1974
Intellus Advisors
Florida
$19.4M +$51.2K +103 +0.3%
JSC
1975
Jackson Square Capital
California
$19.4M +$1.35M +2,718 +7%