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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 %
NFT
1976
Nan Fung Trinity
Hong Kong
$19.4M
CWP
1977
Concord Wealth Partners
Virginia
$19.4M -$738K -1,484 -4%
CAMV
1978
Concord Asset Management (Virginia)
Virginia
$19.4M +$5.37M +10,803 +38%
BA
1979
Baugh & Associates
Georgia
$19.3M -$1.15M -2,477 -6%
SIM
1980
Seaview Investment Managers
Florida
$19.3M +$155K +311 +0.8%
AFGAS
1981
Allegiance Financial Group Advisory Services
Virginia
$19.3M +$274K +550 +1%
AA
1982
Apriem Advisors
California
$19.3M +$462K +928 +2%
PCR
1983
Potrero Capital Research
California
$19.2M
WCA
1984
Westover Capital Advisors
Delaware
$19.2M -$906K -1,821 -5%
MA
1985
MSA Advisors
California
$19.2M -$895K -1,800 -4%
IAS
1986
Investment Advisory Services
Texas
$19.2M -$508K -1,021 -3%
PWPS
1987
Pinnacle Wealth Planning Services
Ohio
$19.2M +$2.36M +4,750 +14%
HIC
1988
Harbor Island Capital
Massachusetts
$19.2M -$1.36M -2,740 -7%
BFA
1989
Bill Few Associates
Pennsylvania
$19.1M -$777K -1,562 -4%
EPIME
1990
Evelyn Partners Investment Management (Europe)
$19.1M +$2.57M +3,117 +15%
JSA
1991
Jacobson & Schmitt Advisors
Wisconsin
$19.1M +$103K +208 +0.5%
BB
1992
Bell Bank
North Dakota
$19.1M +$466K +937 +2%
OIS
1993
Okabena Investment Services
Minnesota
$19.1M +$4.27M +8,577 +29%
WAG
1994
Winthrop Advisory Group
Massachusetts
$19.1M +$3.48M +6,997 +22%
ADL
1995
Asset Dedication LLC
California
$19.1M -$74.1K -149 -0.4%
ICP
1996
Impact Capital Partners
Colorado
$19.1M +$634K +1,275 +3%
ZDA
1997
Zweig-DiMenna Associates
New York
$19.1M +$5.07M +10,200 +36%
SIA
1998
SeaBridge Investment Advisors
New Jersey
$19M +$234K +470 +1%
AA
1999
Alta Advisers
United Kingdom
$19M
AT
2000
American Trust
Kentucky
$19M +$1.4M +2,817 +8%