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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
RGC
2676
Rubicon Global Capital
United Kingdom
$9.95M
ZP
2677
Zimmer Partners
New York
$9.95M
KM
2678
KP Management
Minnesota
$9.95M
SAMU
2679
SONA Asset Management (US)
New York
$9.95M
PA
2680
Probity Advisors
Texas
$9.95M
RIM
2681
Redwood Investment Management
Arizona
$9.94M
WCM
2682
Wellington Capital Management
Maryland
$9.94M
AC
2683
Aristides Capital
Kentucky
$9.93M
CPC
2684
Congress Park Capital
New York
$9.93M
TCG
2685
Transcendent Capital Group
Oklahoma
$9.92M
FCCM
2686
First City Capital Management
Georgia
$9.92M
BB
2687
Burford Brothers
Texas
$9.92M
MLA
2688
My Legacy Advisors
Oregon
$9.92M
ALC
2689
Alexander Labrunerie & Co
Missouri
$9.91M
CA
2690
Cumberland Advisors
Florida
$9.91M
FIM
2691
Fruth Investment Management
Texas
$9.91M
PA
2692
Prossimo Advisors
California
$9.9M
BV
2693
Boxwood Ventures
Illinois
$9.89M
YWM
2694
Yukon Wealth Management
Kansas
$9.89M
TSWM
2695
Triangle Securities Wealth Management
North Carolina
$9.89M
TIA
2696
Trust Investment Advisors
Indiana
$9.88M
SCM
2697
Sirios Capital Management
Massachusetts
$9.87M
CSA
2698
Cottage Street Advisors
Massachusetts
$9.87M
SFG
2699
SNS Financial Group
Minnesota
$9.87M
BIP
2700
Bouvel Investment Partners
Pennsylvania
$9.85M