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