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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 %
CIAS
2101
Capital Investment Advisory Services
North Carolina
$17.1M -$1.38M -2,770 -7%
GFA
2102
Gifford Fong Associates
California
$17.1M
FM
2103
Freemont Management
Switzerland
$17.1M +$3.98M +8,000 +30%
JWM
2104
Jupiter Wealth Management
Colorado
$17M +$345K +663 +2%
EIM
2105
Ervin Investment Management
Washington
$17M -$721K -1,450 -4%
LAM
2106
Lummis Asset Management
Texas
$17M -$38.3K -75 -0.2%
LA
2107
LVW Advisors
New York
$17M +$1.88M +3,779 +12%
AFM
2108
Abbot Financial Management
Massachusetts
$17M -$187K -376 -1%
KA
2109
Klingman & Associates
New York
$16.9M +$1.89M +3,793 +13%
BIG
2110
Brooklyn Investment Group
New York
$16.9M +$5.74M +29,482 +51%
LWP
2111
LMG Wealth Partners
Louisiana
$16.9M -$111K -223 -0.7%
CAS
2112
Coppell Advisory Solutions
Texas
$16.9M +$16.9M +34,049 New
ST
2113
Somerset Trust
Pennsylvania
$16.9M -$28.9K -58 -0.2%
NFSG
2114
Newbridge Financial Services Group
Florida
$16.9M +$454K +912 +3%
MS
2115
Marshall & Sullivan
Washington
$16.8M -$1.11M -2,222 -6%
FFA
2116
Founders Financial Alliance
North Carolina
$16.8M +$158K +317 +0.9%
BTD
2117
BankPlus Trust Department
Mississippi
$16.8M +$529K +1,064 +3%
COI
2118
Connable Office Inc
Michigan
$16.8M +$1.6M +3,221 +11%
NB
2119
Northwest Bancshares
Pennsylvania
$16.8M -$599K -1,205 -3%
AWM
2120
Affinity Wealth Management
Delaware
$16.8M +$133K +268 +0.8%
SIA
2121
Strategic Investment Advisors
Michigan
$16.8M -$925K -1,865 -5%
FP
2122
Financial Perspectives
Minnesota
$16.7M +$273K +549 +2%
KAS
2123
Kemnay Advisory Services
New York
$16.7M -$2.07M -4,159 -11%
PIM
2124
Parker Investment Management
California
$16.7M -$86.6K -174 -0.5%
MCP
2125
Mirador Capital Partners
California
$16.7M +$342K +687 +2%