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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 %
CCAM
1976
Codex Capital Asset Management
Texas
$19.4M
NFT
1977
Nan Fung Trinity
Hong Kong
$19.4M
CWP
1978
Concord Wealth Partners
Virginia
$19.4M -$738K -1,484 -4%
CAMV
1979
Concord Asset Management (Virginia)
Virginia
$19.4M +$5.37M +10,803 +38%
BA
1980
Baugh & Associates
Georgia
$19.3M -$1.15M -2,477 -6%
SIM
1981
Seaview Investment Managers
Florida
$19.3M +$155K +311 +0.8%
AFGAS
1982
Allegiance Financial Group Advisory Services
Virginia
$19.3M +$274K +550 +1%
AA
1983
Apriem Advisors
California
$19.3M +$462K +928 +2%
PCR
1984
Potrero Capital Research
California
$19.2M
WCA
1985
Westover Capital Advisors
Delaware
$19.2M -$906K -1,821 -5%
MA
1986
MSA Advisors
California
$19.2M -$895K -1,800 -4%
IAS
1987
Investment Advisory Services
Texas
$19.2M -$508K -1,021 -3%
PWPS
1988
Pinnacle Wealth Planning Services
Ohio
$19.2M +$2.36M +4,750 +14%
HIC
1989
Harbor Island Capital
Massachusetts
$19.2M -$1.36M -2,740 -7%
BFA
1990
Bill Few Associates
Pennsylvania
$19.1M -$777K -1,562 -4%
EPIME
1991
Evelyn Partners Investment Management (Europe)
$19.1M +$2.57M +3,117 +15%
JSA
1992
Jacobson & Schmitt Advisors
Wisconsin
$19.1M +$103K +208 +0.5%
BB
1993
Bell Bank
North Dakota
$19.1M +$466K +937 +2%
OIS
1994
Okabena Investment Services
Minnesota
$19.1M +$4.27M +8,577 +29%
WAG
1995
Winthrop Advisory Group
Massachusetts
$19.1M +$3.48M +6,997 +22%
ADL
1996
Asset Dedication LLC
California
$19.1M -$74.1K -149 -0.4%
ICP
1997
Impact Capital Partners
Colorado
$19.1M +$634K +1,275 +3%
ZDA
1998
Zweig-DiMenna Associates
New York
$19.1M +$5.07M +10,200 +36%
SIA
1999
SeaBridge Investment Advisors
New Jersey
$19M +$234K +470 +1%
AA
2000
Alta Advisers
United Kingdom
$19M