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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 %
OCAM
2026
Owl Creek Asset Management
New York
$18.4M +$18.4M +37,053 New
AA
2027
Armis Advisers
Georgia
$18.4M +$2.43M +4,849 +15%
CAM
2028
Costello Asset Management
Pennsylvania
$18.4M -$234K -471 -1%
HWMO
2029
Heritage Wealth Management (Ohio)
Ohio
$18.4M -$310K -623 -2%
V
2030
VeraBank
Texas
$18.3M +$4.88M +9,818 +36%
DA
2031
Dover Advisors
Virginia
$18.3M -$731K -1,469 -4%
SAW
2032
Signal Advisors Wealth
Michigan
$18.3M +$5.03M +10,122 +38%
HW
2033
HORAN Wealth
Ohio
$18.3M +$18.3M +36,758 New
NC
2034
NBW Capital
Massachusetts
$18.3M -$147K -295 -0.8%
FAM
2035
Formidable Asset Management
Ohio
$18.3M +$130K +343 +0.7%
CBT
2036
Central Bank & Trust
Kentucky
$18.3M -$95.5K -192 -0.5%
TIP
2037
Torray Investment Partners
Maryland
$18.2M -$883K -1,775 -5%
PAIM
2038
Punch & Associates Investment Management
Minnesota
$18.2M +$760K +1,528 +4%
MFWM
2039
Motley Fool Wealth Management
Virginia
$18.2M -$2.9M -5,823 -14%
BFA
2040
Benedict Financial Advisors
Georgia
$18.2M -$377K -757 -2%
MMPW
2041
Mitchell McLeod Pugh & Williams
Alabama
$18.2M +$38.3K +77 +0.2%
IC
2042
Iconiq Capital
California
$18.2M +$1.52M +3,059 +9%
DIM
2043
DLK Investment Management
California
$18.1M -$47.8K -96 -0.3%
MFS
2044
Mirabella Financial Services
United Kingdom
$18.1M -$160M -320,256 -90%
DA
2045
DCM Advisors
New York
$18.1M +$1.08M +2,187 +6%
DFCM
2046
Dark Forest Capital Management
Puerto Rico
$18.1M +$2.83M +5,685 +19%
MPCL
2047
My Personal CFO LLC
Washington
$18.1M -$4.17M -8,392 -19%
KNW
2048
Kesler Norman & Wride
Utah
$18.1M +$132K +265 +0.7%
LAM
2049
L2 Asset Management
Massachusetts
$18.1M +$763K +1,534 +4%
BGC
2050
Beutel, Goodman & Co
Ontario, Canada
$18M -$1.04M -2,085 -5%