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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
SOAMC
2726
Spirit of America Management Corp
New York
$9.6M
SBCM
2727
Schwerin Boyle Capital Management
Massachusetts
$9.6M
WP
2728
WealthPLAN Partners
Nebraska
$9.59M
PIM
2729
Peregrine Investment Management
Ontario, Canada
$9.57M
SCP
2730
Stamos Capital Partners
California
$9.57M
AFC
2731
AFT Forsyth & Company
Florida
$9.56M
BAG
2732
Bridgewealth Advisory Group
California
$9.53M
WCFA
2733
Walkner Condon Financial Advisors
Wisconsin
$9.52M
GWM
2734
Graybill Wealth Management
Illinois
$9.51M
AC
2735
Aldebaran Capital
Indiana
$9.5M
FZCM
2736
Flynn Zito Capital Management
New York
$9.5M
AIM
2737
AHL Investment Management
Florida
$9.5M
TF
2738
Trek Financial
Arizona
$9.49M
DAS
2739
DMKC Advisory Services
Iowa
$9.46M
BSI
2740
Bennett Selby Investments
Maine
$9.44M
SFG
2741
Synergy Financial Group
California
$9.44M
AIM
2742
Advyzon Investment Management
Illinois
$9.44M
BFF
2743
Byrne Financial Freedom
Massachusetts
$9.43M
LOAME
2744
Lombard Odier Asset Management (Europe)
United Kingdom
$9.43M
CAM
2745
Clark Asset Management
New Hampshire
$9.43M
PBK
2746
Peoples Bank (Kansas)
Kansas
$9.42M
AIM
2747
Aurora Investment Managers
Florida
$9.42M
HA
2748
Helium Advisors
Washington
$9.41M
GBWM
2749
Granite Bay Wealth Management
New Hampshire
$9.41M
KMWM
2750
Keudell/Morrison Wealth Management
Oregon
$9.39M