MSFT icon

Microsoft

5,774 hedge funds and large institutions have $2.67T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,551 increasing their positions, 2,601 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

1.17% more ownership

Funds ownership: 70.92%72.09% (+1.2%)

1% more funds holding

Funds holding: 5,7245,774 (+50)

2% less repeat investments, than reductions

Existing positions increased: 2,551 | Existing positions reduced: 2,601

Holders
5,774
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,130
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.8B
Puts
$45.7B
Net Calls
Net Calls Change

Top Sellers

1 -$26B
2 -$3.54B
3 -$2.92B
4
Morgan Stanley
Morgan Stanley
New York
-$2.36B
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.85B
Name Holding Trade Value Shares
Change
Change in
Stake
TI
2501
TTP Investments
California
$11.7M
EML
2502
Eos Management LP
New York
$11.7M
GWM
2503
Gibbs Wealth Management
Georgia
$11.6M
TRIA
2504
Trail Ridge Investment Advisors
Colorado
$11.6M
AWAU
2505
Alliance Wealth Advisors (Utah)
Utah
$11.6M
MIM
2506
Moseley Investment Management
Florida
$11.6M
PCM
2507
Poehling Capital Management
Wisconsin
$11.6M
MSG
2508
Main Street Group
Virginia
$11.6M
WA
2509
Wambolt & Associates
Colorado
$11.6M
WCM
2510
Wisconsin Capital Management
Wisconsin
$11.5M
AFG
2511
Allegheny Financial Group
Pennsylvania
$11.5M
AC
2512
Annandale Capital
Texas
$11.5M
GCM
2513
Genus Capital Management
British Columbia, Canada
$11.5M
AIM
2514
AMI Investment Management
Indiana
$11.5M
DRD
2515
Dennis R. Delaney
$11.5M
AFWM
2516
AMJ Financial Wealth Management
Virginia
$11.4M
AIA
2517
AssuredPartners Investment Advisors
Florida
$11.4M
SOS
2518
Silver Oak Securities
Tennessee
$11.4M
CAM
2519
Chesapeake Asset Management
New York
$11.4M
SFC
2520
SYM Financial Corp
Indiana
$11.4M
CFP
2521
Cascade Financial Partners
California
$11.4M
LAM
2522
LOM Asset Management
$11.4M
TWP
2523
Triad Wealth Partners
Kansas
$11.4M
CE
2524
Cornerstone Enterprises
Wisconsin
$11.4M
SC
2525
Solstein Capital
California
$11.3M