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Microsoft

5,735 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, 2,532 increasing their positions, 2,586 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: 5,6925,735 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,586

Holders
5,735
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,108
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
VIA
3076
Vickerman Investment Advisors
Washington
$7.38M
KF
3077
KKM Financial
Illinois
$7.38M
CP
3078
Covenant Partners
Tennessee
$7.37M
SCM
3079
Steele Capital Management
Iowa
$7.37M
HFBOT
3080
Home Federal Bank of Tennessee
Tennessee
$7.37M
FGC
3081
Financial Gravity Companies
Texas
$7.36M
FNBOH
3082
First National Bank of Hutchinson
Kansas
$7.36M
RSC
3083
Red Spruce Capital
Pennsylvania
$7.35M
SWM
3084
Shepherd Wealth Management
Ohio
$7.35M
PCM
3085
Prelude Capital Management
New York
$7.35M
PWP
3086
Prasad Wealth Partners
Ohio
$7.34M
CWA
3087
Crux Wealth Advisors
California
$7.34M
CFG
3088
Cambridge Financial Group
Ohio
$7.33M
SPWG
3089
Syntegra Private Wealth Group
Missouri
$7.33M
IAMOG
3090
Investors Asset Management of Georgia
Georgia
$7.32M
BRG
3091
Bay Rivers Group
Virginia
$7.32M
QFA
3092
Quantum Financial Advisors
California
$7.31M
SCM
3093
Stanley Capital Management
Texas
$7.31M
SIP
3094
Stoneridge Investment Partners
Pennsylvania
$7.31M
CIA
3095
Cape Investment Advisory
Georgia
$7.31M
CFCI
3096
Comprehensive Financial Consultants Institutional
Indiana
$7.3M
F8IS
3097
Figure 8 Investment Strategies
Idaho
$7.3M
MCB
3098
Morton Community Bank
Illinois
$7.29M
SCM
3099
Sitrin Capital Management
California
$7.29M
FGWP
3100
Founders Grove Wealth Partners
Virginia
$7.28M