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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
BOC
2576
Barbara Oil Co
Illinois
$10.8M
CFM
2577
Capricorn Fund Managers
United Kingdom
$10.7M
FCFC
2578
First Commonwealth Financial Corp
Pennsylvania
$10.7M
GPI
2579
General Partner Inc
Pennsylvania
$10.7M
OCM
2580
Orleans Capital Management
Louisiana
$10.7M
APG
2581
Abacus Planning Group
South Carolina
$10.7M
MMM
2582
Mendel Money Management
Illinois
$10.7M
SIA
2583
SGL Investment Advisors
Montana
$10.7M
ATFA
2584
All Terrain Financial Advisors
Minnesota
$10.7M
LS
2585
Leelyn Smith
Illinois
$10.7M
IAS
2586
IMA Advisory Services
Colorado
$10.7M
WA
2587
Wealth Architects
California
$10.6M
AFS
2588
Aft Forsyth & Sober
Florida
$10.6M
SIM
2589
Sentry Investment Management
Wisconsin
$10.6M
HT
2590
Headlands Technologies
Illinois
$10.6M
SFS
2591
Summit Financial Strategies
Ohio
$10.6M
HCM
2592
Highview Capital Management
Illinois
$10.6M
TWM
2593
Thrive Wealth Management
Pennsylvania
$10.6M
SNBOSD
2594
Security National Bank of So Dak
Iowa
$10.6M
LA
2595
Lifeworks Advisors
Michigan
$10.6M
ST
2596
Sentinel Trust
Texas
$10.6M
AW
2597
Alaethes Wealth
Nevada
$10.5M
FPF
2598
First Pacific Financial
Washington
$10.5M
TA
2599
Tiptree Advisors
New York
$10.5M
VCM
2600
Virtue Capital Management
Tennessee
$10.5M