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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
CIA
2801
Cohen Investment Advisors
New Hampshire
$9.01M
SF
2802
Slagle Financial
Illinois
$9M
CWM
2803
Chemistry Wealth Management
New York
$8.99M
AI
2804
Aperture Investors
New York
$8.96M
AMG
2805
Advisors Management Group
Wisconsin
$8.96M
GPFA
2806
Game Plan Financial Advisors
Ohio
$8.96M
ACM
2807
Ashford Capital Management
Delaware
$8.96M
BCM
2808
Boltwood Capital Management
California
$8.95M
LA
2809
Lindenwold Advisors
Pennsylvania
$8.93M
CFA
2810
CWS Financial Advisors
Michigan
$8.93M
AGP
2811
Autumn Glory Partners
Texas
$8.91M
VRM
2812
Vectors Research Management
New York
$8.88M
IF
2813
Intrua Financial
Texas
$8.87M
ML
2814
McAdam LLC
Pennsylvania
$8.86M
BAM
2815
Beaumont Asset Management
Texas
$8.86M
VCM
2816
Vivaldi Capital Management
Illinois
$8.86M
DAM
2817
Diamant Asset Management
Connecticut
$8.85M
IA
2818
Insight Advisors
Pennsylvania
$8.85M
AC
2819
Addison Capital
Pennsylvania
$8.83M
WBG
2820
Wharton Business Group
Pennsylvania
$8.82M
EWM
2821
Evermay Wealth Management
Virginia
$8.82M
BOM
2822
Bank of Marin
California
$8.82M
DWG
2823
Darden Wealth Group
Michigan
$8.82M
APM
2824
a16z Perennial Management
California
$8.81M
FFC
2825
First Financial Corp
Indiana
$8.8M