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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
KA
2926
KLCM Advisors
Wisconsin
$8.23M
BMC
2927
Beaton Management Company
Massachusetts
$8.23M
JGIA
2928
Jackson Grant Investment Advisers
Connecticut
$8.22M
MFC
2929
Mechanics Financial Corp
Ohio
$8.22M
VAG
2930
VisionPoint Advisory Group
Texas
$8.22M
AIM
2931
Aspen Investment Management
Michigan
$8.21M
OP
2932
ORG Partners
Indiana
$8.2M
EPW
2933
Evergreen Private Wealth
Colorado
$8.18M
OIA
2934
Optimum Investment Advisors
Illinois
$8.17M
HFM
2935
Hartford Funds Management
Pennsylvania
$8.17M
PWA
2936
Physician Wealth Advisors
Utah
$8.17M
UCB
2937
United Community Bank
South Carolina
$8.15M
CWP
2938
Curated Wealth Partners
California
$8.14M
EC
2939
Eleva Capital
France
$8.14M
GAAM
2940
Guinness Atkinson Asset Management
California
$8.14M
TC
2941
Tairen Capital
Hong Kong
$8.13M
BI
2942
Ballast Inc
Kentucky
$8.13M
PWS
2943
Peloton Wealth Strategists
Indiana
$8.12M
SCM
2944
Summerhill Capital Management
Ontario, Canada
$8.11M
HIMS
2945
Hager Investment Management Services
New Hampshire
$8.1M
GWP
2946
Gateway Wealth Partners
Wisconsin
$8.09M
EA
2947
Ellsworth Advisors
Ohio
$8.09M
WSA
2948
Warm Springs Advisors
California
$8.09M
RFA
2949
ROI Financial Advisors
Oregon
$8.08M
LC
2950
Legacy CG
Texas
$8.08M