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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
ACM
2801
Alpha Capital Management
Texas
$9.05M
BCM
2802
Barometer Capital Management
Ontario, Canada
$9.04M
WWC
2803
Waypoint Wealth Counsel
Georgia
$9.03M
NA
2804
Navellier & Associates
Nevada
$9.02M
IIA
2805
IPG Investment Advisors
California
$9.02M
NWM
2806
Northcape Wealth Management
New York
$9.02M
FBFS
2807
First Business Financial Services
Wisconsin
$9.01M
TC
2808
Trilogy Capital
California
$9.01M
RP
2809
Raelipskie Partnership
Ontario, Canada
$9.01M
CIA
2810
Cohen Investment Advisors
New Hampshire
$9.01M
SF
2811
Slagle Financial
Illinois
$9M
CWM
2812
Chemistry Wealth Management
New York
$8.99M
AI
2813
Aperture Investors
New York
$8.96M
AMG
2814
Advisors Management Group
Wisconsin
$8.96M
GPFA
2815
Game Plan Financial Advisors
Ohio
$8.96M
ACM
2816
Ashford Capital Management
Delaware
$8.96M
BCM
2817
Boltwood Capital Management
California
$8.95M
LA
2818
Lindenwold Advisors
Pennsylvania
$8.93M
CFA
2819
CWS Financial Advisors
Michigan
$8.93M
AGP
2820
Autumn Glory Partners
Texas
$8.91M
VRM
2821
Vectors Research Management
New York
$8.88M
IF
2822
Intrua Financial
Texas
$8.87M
ML
2823
McAdam LLC
Pennsylvania
$8.86M
BAM
2824
Beaumont Asset Management
Texas
$8.86M
VCM
2825
Vivaldi Capital Management
Illinois
$8.86M