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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 %
AT
2001
American Trust
Kentucky
$19M +$1.4M +2,817 +8%
PL
2002
Plancorp LLC
Missouri
$18.9M +$553K +1,112 +3%
MCM
2003
Mattern Capital Management
Colorado
$18.9M +$320K +644 +2%
BAM
2004
Brave Asset Management
New Jersey
$18.9M -$333K -669 -2%
BCA
2005
Bay Colony Advisors
Massachusetts
$18.9M +$412K +829 +2%
TBT
2006
Texas Bank & Trust
Texas
$18.9M -$123K -248 -0.7%
RWA
2007
Roberts Wealth Advisors
California
$18.8M -$313K -629 -2%
OSNBOA
2008
Old Second National Bank of Aurora
Illinois
$18.8M -$325K -653 -2%
TP
2009
Tranquility Partners
Tennessee
$18.8M +$3.48K +7 +0%
PS
2010
Pennant Select
New Jersey
$18.8M -$1.29M -2,600 -6%
BWM
2011
BNC Wealth Management
Oregon
$18.8M -$13.9K -28 -0.1%
GBT
2012
Grove Bank & Trust
Florida
$18.7M -$297K -597 -2%
HCM
2013
Huber Capital Management
California
$18.7M +$497K +1,000 +3%
EBT
2014
Enterprise Bank & Trust
Massachusetts
$18.7M -$325K -654 -2%
TWM
2015
TLW Wealth Management
Florida
$18.6M +$50.7K +102 +0.3%
LT
2016
Legacy Trust
Michigan
$18.6M -$1.73M -3,479 -8%
WAS
2017
WESPAC Advisors SoCal
California
$18.6M -$3.33M -6,685 -15%
FFS
2018
Fischer Financial Services
Pennsylvania
$18.6M -$62.6K -126 -0.3%
HCM
2019
Hall Capital Management
Rhode Island
$18.5M -$2.98K -6 -0%
MA
2020
MYDA Advisors
New York
$18.5M -$19.5M -39,196 -51%
WHGC
2021
Wealth High Governance Capital
Brazil
$18.5M +$18.5M +37,200 New
FNBTCON
2022
First National Bank & Trust Co of Newtown
Pennsylvania
$18.5M -$266K -535 -1%
APWM
2023
Argonautica Private Wealth Management
Massachusetts
$18.5M -$412K -828 -2%
CI
2024
Cavalier Investments
Georgia
$18.5M +$12.3M +24,814 +201%
MJP
2025
Michael J. Puzo
$18.4M -$778K -1,565 -4%