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Microsoft

5,741 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 235 funds opening new positions, 2,536 increasing their positions, 2,589 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: 5,6995,741 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,536 | Existing positions reduced: 2,589

Holders
5,741
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,110
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
CGA
3201
Crescent Grove Advisors
Illinois
$6.74M
AGP
3202
Aspire Growth Partners
Florida
$6.74M
MCP
3203
Meridiem Capital Partners
Texas
$6.74M
KSB
3204
Kennebec Savings Bank
Maine
$6.72M
OHWP
3205
Oak Harbor Wealth Partners
North Carolina
$6.72M
WG
3206
Wealth Group
North Carolina
$6.72M
UWPG
3207
Ullmann Wealth Partners Group
Florida
$6.72M
RF
3208
Roxbury Financial
New Jersey
$6.72M
CCA
3209
Catalyst Capital Advisors
New York
$6.71M
EMB
3210
Elefante Mark B
$6.71M
B
3211
Barings
North Carolina
$6.71M
HC
3212
Hourglass Capital
Texas
$6.7M
WCM
3213
Winthrop Capital Management
Indiana
$6.7M
BI
3214
Berkeley Inc
Idaho
$6.7M
DL
3215
DOHJ LLC
Washington
$6.7M
RAM
3216
Riggs Asset Management
Pennsylvania
$6.67M
SCA
3217
Scott Capital Advisors
Oregon
$6.66M
GAM
3218
Gemmer Asset Management
California
$6.66M
BCFS
3219
Butensky & Cohen Financial Security
Florida
$6.63M
GAA
3220
Guardian Asset Advisors
Pennsylvania
$6.62M
I
3221
INVST
Indiana
$6.62M
OPWM
3222
Oregon Pacific Wealth Management
Oregon
$6.61M
MAM
3223
McLean Asset Management
Virginia
$6.61M
AEPWM
3224
Atlantic Edge Private Wealth Management
Florida
$6.61M
IRC
3225
Investors Research Corp
Georgia
$6.61M