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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
HCM
2601
Highview Capital Management
Illinois
$10.6M
TWM
2602
Thrive Wealth Management
Pennsylvania
$10.6M
SNBOSD
2603
Security National Bank of So Dak
Iowa
$10.6M
LA
2604
Lifeworks Advisors
Michigan
$10.6M
ST
2605
Sentinel Trust
Texas
$10.6M
AW
2606
Alaethes Wealth
Nevada
$10.5M
FPF
2607
First Pacific Financial
Washington
$10.5M
TA
2608
Tiptree Advisors
New York
$10.5M
VCM
2609
Virtue Capital Management
Tennessee
$10.5M
CRI
2610
Colonial River Investments
Virginia
$10.5M
HFS
2611
Howard Financial Services
Texas
$10.5M
OBGC
2612
O'Brien Greene & Co
Pennsylvania
$10.5M
GA
2613
GSG Advisors
New Jersey
$10.4M
NC
2614
NewSquare Capital
Pennsylvania
$10.4M
SN
2615
Sittner & Nelson
Oregon
$10.4M
IRAG
2616
Investment Research & Advisory Group
Georgia
$10.4M
WMA
2617
Wealth Management Associates
New Jersey
$10.4M
BAM
2618
Byrne Asset Management
New Jersey
$10.4M
IP
2619
Investment Partners
Ohio
$10.4M
CIP
2620
Capital Insight Partners
Arizona
$10.4M
JWM
2621
JPL Wealth Management
Colorado
$10.4M
ACGA
2622
Atlanta Consulting Group Advisors
Georgia
$10.4M
CH
2623
Cromwell Holdings
Wyoming
$10.4M
PIN
2624
Prudent Investors Network
California
$10.4M
AB
2625
ANB Bank
Colorado
$10.4M