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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
DAM
2826
Diamant Asset Management
Connecticut
$8.85M
IA
2827
Insight Advisors
Pennsylvania
$8.85M
AC
2828
Addison Capital
Pennsylvania
$8.83M
WBG
2829
Wharton Business Group
Pennsylvania
$8.82M
EWM
2830
Evermay Wealth Management
Virginia
$8.82M
BOM
2831
Bank of Marin
California
$8.82M
DWG
2832
Darden Wealth Group
Michigan
$8.82M
APM
2833
a16z Perennial Management
California
$8.81M
FFC
2834
First Financial Corp
Indiana
$8.8M
BZWA
2835
Blue Zone Wealth Advisors
California
$8.79M
PCM
2836
Pinnbrook Capital Management
New York
$8.78M
SLC
2837
Second Line Capital
Louisiana
$8.78M
PC
2838
Permanens Capital
New York
$8.78M
SIAG
2839
Signet Investment Advisory Group
Rhode Island
$8.77M
USB
2840
Union Savings Bank
Connecticut
$8.77M
FFO
2841
Fiduciary Family Office
Florida
$8.77M
CAL
2842
Capital Advisors Ltd
Ohio
$8.74M
OL
2843
Owen LaRue
Kentucky
$8.74M
ALA
2844
Atlas Legacy Advisors
California
$8.74M
PCA
2845
Purkiss Capital Advisors
Connecticut
$8.74M
PW
2846
Potentia Wealth
California
$8.73M
NCM
2847
Noesis Capital Mangement
Florida
$8.72M
RCA
2848
Ranch Capital Advisors
Florida
$8.71M
MFG
2849
Mosaic Financial Group
Illinois
$8.7M
SJIM
2850
St. Johns Investment Management
Florida
$8.69M