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Microsoft

5,734 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, 2,585 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:

1.56% more ownership

Funds ownership: 70.77%72.33% (+1.6%)

1% more funds holding

Funds holding: 5,6925,734 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,585

Holders
5,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,107
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
RC
3101
Reik & Co
New York
$7.28M
BFPW
3102
BOK Financial Private Wealth
Colorado
$7.28M
BAS
3103
Brueske Advisory Services
Washington
$7.26M
AWG
3104
Altus Wealth Group
Colorado
$7.26M
ESBC
3105
E.S. Barr & Co
Kentucky
$7.25M
FDS
3106
Freedom Day Solutions
Texas
$7.25M
ECA
3107
Elevated Capital Advisors
Utah
$7.24M
ONST
3108
Old North State Trust
North Carolina
$7.23M
MC
3109
Mathes Company
New York
$7.21M
YP
3110
YANKCOM Partnership
South Dakota
$7.21M
SP
3111
Symmetry Partners
Connecticut
$7.2M
FFG
3112
Fortem Financial Group
California
$7.19M
CIAS
3113
CFS Investment Advisory Services
New Jersey
$7.19M
NDBT
3114
North Dallas Bank & Trust
Texas
$7.19M
SDWIA
3115
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.18M
GCA
3116
Gradient Capital Advisors
California
$7.17M
ABWM
3117
Alpine Bank Wealth Management
Colorado
$7.14M
WHCI
3118
W.H. Cornerstone Investments
Massachusetts
$7.14M
WAC
3119
William Allan Corp
Colorado
$7.13M
GHAM
3120
Gilman Hill Asset Management
Connecticut
$7.13M
LRWA
3121
Long Run Wealth Advisors
New York
$7.13M
BFA
3122
Brown Financial Advisors
Ohio
$7.13M
RW
3123
Rockport Wealth
Ohio
$7.11M
SG
3124
Somerset Group
Minnesota
$7.11M
CAC
3125
Certified Advisory Corp
Florida
$7.1M