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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 %
TC
2076
TFR Capital
Texas
$17.6M +$315K +633 +2%
BPC
2077
Bearing Point Capital
Minnesota
$17.6M +$622K +1,250 +4%
CNBTD
2078
Citizens National Bank Trust Department
Mississippi
$17.6M -$178K -357 -1%
BIG
2079
Brookwood Investment Group
Arizona
$17.6M -$2M -4,018 -10%
RCM
2080
Rockbridge Capital Management
Virginia
$17.6M -$653K -1,313 -4%
TWM
2081
Tradition Wealth Management
Minnesota
$17.6M -$60.7K -122 -0.3%
AWM
2082
Aries Wealth Management
Maine
$17.5M -$175K -351 -1%
LFA
2083
Legacy Financial Advisors
Kentucky
$17.5M +$482K +970 +3%
FSCM
2084
First Sabrepoint Capital Management
Texas
$17.4M
VBFG
2085
Vishria Bird Financial Group
Tennessee
$17.4M -$272K -546 -2%
OPTFSNA
2086
Old Point Trust & Financial Services N A
Virginia
$17.4M -$755K -1,518 -4%
FFS
2087
Founders Financial Securities
Maryland
$17.3M -$196K -395 -1%
TCBWMS
2088
Texas Capital Bank Wealth Management Services
Texas
$17.3M -$209K -420 -1%
NPPM
2089
North Point Portfolio Managers
Ohio
$17.3M -$355K -713 -2%
FBT
2090
First Bank & Trust
South Dakota
$17.3M -$104K -209 -0.6%
HDA
2091
Harold Davidson & Associates
California
$17.2M -$3.24M -6,515 -16%
GMFG
2092
Greater Midwest Financial Group
Minnesota
$17.2M -$2.76M -5,552 -14%
FNBOMD
2093
First National Bank of Mount Dora
Florida
$17.2M +$49.7K +100 +0.3%
QWP
2094
Quotient Wealth Partners
Texas
$17.2M +$1.3M +2,606 +8%
NP
2095
Nilsine Partners
Colorado
$17.2M -$2.76M -5,540 -14%
SWK
2096
Stephen W. Kidder
$17.2M -$232K -466 -1%
DWP
2097
Destiny Wealth Partners
Florida
$17.2M +$2.47M +4,971 +17%
NIP
2098
Nicholas Investment Partners
California
$17.1M -$99.5K -200 -0.6%
BWS
2099
Buck Wealth Strategies
Colorado
$17.1M +$1.68M +3,380 +11%
CCG
2100
Chatham Capital Group
Georgia
$17.1M +$1.24M +2,501 +8%