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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
VC
3201
Veracity Capital
Georgia
$6.8M
RIA
3202
Realta Investment Advisors
Delaware
$6.79M
RFA
3203
Register Financial Advisors
Georgia
$6.79M
CFA
3204
Capstone Financial Advisors
Illinois
$6.79M
FCM
3205
Fire Capital Management
California
$6.78M
AFM
3206
Aspetuck Financial Management
Connecticut
$6.77M
TIM
3207
Thornburg Investment Management
New Mexico
$6.77M
JWM
3208
Jeppson Wealth Management
California
$6.77M
FG
3209
Foster Group
Iowa
$6.76M
WG
3210
Watchman Group
Texas
$6.75M
IWA
3211
Invera Wealth Advisors
Oregon
$6.75M
CGA
3212
Crescent Grove Advisors
Illinois
$6.74M
AGP
3213
Aspire Growth Partners
Florida
$6.74M
MCP
3214
Meridiem Capital Partners
Texas
$6.74M
KSB
3215
Kennebec Savings Bank
Maine
$6.72M
OHWP
3216
Oak Harbor Wealth Partners
North Carolina
$6.72M
WG
3217
Wealth Group
North Carolina
$6.72M
UWPG
3218
Ullmann Wealth Partners Group
Florida
$6.72M
RF
3219
Roxbury Financial
New Jersey
$6.72M
CCA
3220
Catalyst Capital Advisors
New York
$6.71M
EMB
3221
Elefante Mark B
$6.71M
B
3222
Barings
North Carolina
$6.71M
HC
3223
Hourglass Capital
Texas
$6.7M
WCM
3224
Winthrop Capital Management
Indiana
$6.7M
BI
3225
Berkeley Inc
Idaho
$6.7M