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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
DA
2851
Dillon & Associates
Michigan
$8.69M
SC
2852
Slow Capital
California
$8.69M
ILI
2853
Invesco LLC (Illinois)
Illinois
$8.69M
GWM
2854
GSB Wealth Management
Connecticut
$8.68M
FB
2855
Finward Bancorp
Indiana
$8.66M
SJL
2856
Shayne & Jacobs LLC
Tennessee
$8.66M
HAC
2857
Harbor Advisory Corp
New Hampshire
$8.66M
NCM
2858
NCM Capital Management
New Jersey
$8.65M
SFS
2859
Stiles Financial Services
Minnesota
$8.63M
BCP
2860
Blackhawk Capital Partners
Wisconsin
$8.62M
WDG
2861
Wealth Dimensions Group
Ohio
$8.62M
FFG
2862
First Financial Group
North Carolina
$8.62M
HFRG
2863
Houlihan Financial Resource Group
Virginia
$8.61M
SFS
2864
Strategic Financial Services
New York
$8.6M
CNFG
2865
Creegan & Nassoura Financial Group
New Hampshire
$8.6M
BSA
2866
Bull Street Advisors
Georgia
$8.59M
SPFA
2867
Summit Place Financial Advisors
New Jersey
$8.59M
PPC
2868
Park Place Capital
Alabama
$8.57M
ANC
2869
Ames National Corp
Iowa
$8.57M
VDBMI
2870
Van Den Berg Management I
Texas
$8.57M
SCM
2871
Spreng Capital Management
Ohio
$8.56M
BOS
2872
Bank of Stockton
California
$8.56M
PMG
2873
Private Management Group
California
$8.54M
NTIC
2874
Napean Trading & Investment Company
Singapore
$8.54M
FW
2875
FullCircle Wealth
Texas
$8.54M