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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
CRI
2601
Colonial River Investments
Virginia
$10.5M
HFS
2602
Howard Financial Services
Texas
$10.5M
OBGC
2603
O'Brien Greene & Co
Pennsylvania
$10.5M
GA
2604
GSG Advisors
New Jersey
$10.4M
NC
2605
NewSquare Capital
Pennsylvania
$10.4M
SN
2606
Sittner & Nelson
Oregon
$10.4M
IRAG
2607
Investment Research & Advisory Group
Georgia
$10.4M
WMA
2608
Wealth Management Associates
New Jersey
$10.4M
BAM
2609
Byrne Asset Management
New Jersey
$10.4M
IP
2610
Investment Partners
Ohio
$10.4M
CIP
2611
Capital Insight Partners
Arizona
$10.4M
JWM
2612
JPL Wealth Management
Colorado
$10.4M
ACGA
2613
Atlanta Consulting Group Advisors
Georgia
$10.4M
CH
2614
Cromwell Holdings
Wyoming
$10.4M
PIN
2615
Prudent Investors Network
California
$10.4M
AB
2616
ANB Bank
Colorado
$10.4M
RBWA
2617
RFG - Bristol Wealth Advisors
Massachusetts
$10.4M
LP
2618
LMR Partners
United Kingdom
$10.3M
PRS
2619
Pinkerton Retirement Specialists
Idaho
$10.3M
SAM
2620
Secure Asset Management
Michigan
$10.3M
RPSA
2621
Richard P. Slaughter Associates
Texas
$10.3M
GJWM
2622
Gilliland Jeter Wealth Management
Arkansas
$10.3M
MW
2623
Maia Wealth
Colorado
$10.3M
WAOTB
2624
Wealth Advisors of Tampa Bay
Florida
$10.3M
BMA
2625
Brooks Moore & Associates
Tennessee
$10.3M