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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
VU
3151
Vanderbilt University
Tennessee
$7.02M
AC
3152
Allstate Corporation
Illinois
$7.01M
OFS
3153
Orrstown Financial Services
Pennsylvania
$7.01M
GCGDR
3154
Geo Capital Gestora de Recursos
Brazil
$7M
KC
3155
Katamaran Capital
United Kingdom
$7M
PWM
3156
Purus Wealth Management
California
$6.99M
AA
3157
Argent Advisors
Louisiana
$6.98M
QFW
3158
QTR Family Wealth
Florida
$6.97M
GPWM
3159
Grant Private Wealth Management
California
$6.97M
HAG
3160
HF Advisory Group
Maryland
$6.97M
PIAS
3161
PCA Investment Advisory Services
Ohio
$6.96M
MTWM
3162
Masso Torrence Wealth Management
New Jersey
$6.96M
APC
3163
Aspire Private Capital
North Carolina
$6.96M
PC
3164
Port Capital
Illinois
$6.96M
AIM
3165
Athena Investment Management
California
$6.96M
MHWM
3166
Montz Harcus Wealth Management
Louisiana
$6.96M
PP
3167
Patron Partners
Texas
$6.94M
LF
3168
LifeSteps Financial
California
$6.94M
LWM
3169
Lodestone Wealth Management
Washington
$6.94M
BCM
3170
Bienville Capital Management
New York
$6.93M
SAF
3171
Smith Anglin Financial
Texas
$6.93M
FHC
3172
First Heartland Consultants
Missouri
$6.92M
CWM
3173
Compass Wealth Management
Connecticut
$6.92M
PSFG
3174
Prairie Sky Financial Group
Illinois
$6.92M
HG
3175
Herbst Group
Connecticut
$6.92M