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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
TCG
2676
Transcendent Capital Group
Oklahoma
$9.92M
FCCM
2677
First City Capital Management
Georgia
$9.92M
BB
2678
Burford Brothers
Texas
$9.92M
MLA
2679
My Legacy Advisors
Oregon
$9.92M
ALC
2680
Alexander Labrunerie & Co
Missouri
$9.91M
CA
2681
Cumberland Advisors
Florida
$9.91M
FIM
2682
Fruth Investment Management
Texas
$9.91M
PA
2683
Prossimo Advisors
California
$9.9M
BV
2684
Boxwood Ventures
Illinois
$9.89M
YWM
2685
Yukon Wealth Management
Kansas
$9.89M
TSWM
2686
Triangle Securities Wealth Management
North Carolina
$9.89M
TIA
2687
Trust Investment Advisors
Indiana
$9.88M
SCM
2688
Sirios Capital Management
Massachusetts
$9.87M
CSA
2689
Cottage Street Advisors
Massachusetts
$9.87M
SFG
2690
SNS Financial Group
Minnesota
$9.87M
BIP
2691
Bouvel Investment Partners
Pennsylvania
$9.85M
NAS
2692
NWF Advisory Services
California
$9.83M
1W
2693
1776 Wealth
Georgia
$9.83M
AM
2694
Atwater Malick
Pennsylvania
$9.83M
AIM
2695
Acropolis Investment Management
Missouri
$9.82M
RFW
2696
Rainier Family Wealth
Washington
$9.82M
ACM
2697
Alcosta Capital Management
California
$9.81M
BSB
2698
Bangor Savings Bank
Maine
$9.8M
RWM
2699
Revisor Wealth Management
Ohio
$9.8M
MSA
2700
Marino Stram & Associates
Massachusetts
$9.78M