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Microsoft

5,739 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,533 increasing their positions, 2,589 reducing their positions, and 108 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:

1.57% more ownership

Funds ownership: 70.77%72.34% (+1.6%)

1% more funds holding

Funds holding: 5,6965,739 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,589

Holders
5,739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,110
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
BCG
2551
Breakwater Capital Group
New Jersey
$11M
AAMA
2552
Advanced Asset Management Advisors
Ohio
$11M
SXL
2553
Summit X LLC
Missouri
$11M
SIS
2554
Sound Income Strategies
Florida
$10.9M
LCM
2555
LCM Capital Management
Illinois
$10.9M
GITFIT
2556
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$10.9M
RAM
2557
RedJay Asset Management
Ontario, Canada
$10.9M
PSB
2558
Piscataqua Savings Bank
New Hampshire
$10.9M
DI
2559
Diligent Investors
California
$10.9M
LFP
2560
Lakeshore Financial Planning
Michigan
$10.9M
FWM
2561
Forefront Wealth Management
Pennsylvania
$10.9M
CFS
2562
Commonwealth Financial Services
West Virginia
$10.9M
HNW
2563
High Note Wealth
Minnesota
$10.9M
SMF
2564
Scott Marsh Financial
Utah
$10.8M
FC
2565
Forte Capital
New York
$10.8M
SCP
2566
Sivia Capital Partners
California
$10.8M
NME
2567
Notis-McConarty Edward
$10.8M
FC
2568
Fusion Capital
South Carolina
$10.8M
WMP
2569
Wealth Management Partners
Arizona
$10.8M
SC
2570
Summa Corp
Texas
$10.8M
SIM
2571
Studio Investment Management
Illinois
$10.8M
BCM
2572
Blume Capital Management
California
$10.8M
CF
2573
Cantor Fitzgerald
New York
$10.8M
MA
2574
Mezzasalma Advisors
New Jersey
$10.8M
TWP
2575
Tempus Wealth Planning
California
$10.8M