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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
BZWA
2826
Blue Zone Wealth Advisors
California
$8.79M
PCM
2827
Pinnbrook Capital Management
New York
$8.78M
SLC
2828
Second Line Capital
Louisiana
$8.78M
PC
2829
Permanens Capital
New York
$8.78M
SIAG
2830
Signet Investment Advisory Group
Rhode Island
$8.77M
USB
2831
Union Savings Bank
Connecticut
$8.77M
FFO
2832
Fiduciary Family Office
Florida
$8.77M
CAL
2833
Capital Advisors Ltd
Ohio
$8.74M
OL
2834
Owen LaRue
Kentucky
$8.74M
ALA
2835
Atlas Legacy Advisors
California
$8.74M
PCA
2836
Purkiss Capital Advisors
Connecticut
$8.74M
PW
2837
Potentia Wealth
California
$8.73M
NCM
2838
Noesis Capital Mangement
Florida
$8.72M
RCA
2839
Ranch Capital Advisors
Florida
$8.71M
MFG
2840
Mosaic Financial Group
Illinois
$8.7M
SJIM
2841
St. Johns Investment Management
Florida
$8.69M
DA
2842
Dillon & Associates
Michigan
$8.69M
SC
2843
Slow Capital
California
$8.69M
ILI
2844
Invesco LLC (Illinois)
Illinois
$8.69M
GWM
2845
GSB Wealth Management
Connecticut
$8.68M
FB
2846
Finward Bancorp
Indiana
$8.66M
SJL
2847
Shayne & Jacobs LLC
Tennessee
$8.66M
HAC
2848
Harbor Advisory Corp
New Hampshire
$8.66M
NCM
2849
NCM Capital Management
New Jersey
$8.65M
SFS
2850
Stiles Financial Services
Minnesota
$8.63M