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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
MCP
3201
Meridiem Capital Partners
Texas
$6.74M
KSB
3202
Kennebec Savings Bank
Maine
$6.72M
OHWP
3203
Oak Harbor Wealth Partners
North Carolina
$6.72M
WG
3204
Wealth Group
North Carolina
$6.72M
UWPG
3205
Ullmann Wealth Partners Group
Florida
$6.72M
RF
3206
Roxbury Financial
New Jersey
$6.72M
CCA
3207
Catalyst Capital Advisors
New York
$6.71M
EMB
3208
Elefante Mark B
$6.71M
B
3209
Barings
North Carolina
$6.71M
HC
3210
Hourglass Capital
Texas
$6.7M
WCM
3211
Winthrop Capital Management
Indiana
$6.7M
BI
3212
Berkeley Inc
Idaho
$6.7M
DL
3213
DOHJ LLC
Washington
$6.7M
RAM
3214
Riggs Asset Management
Pennsylvania
$6.67M
SCA
3215
Scott Capital Advisors
Oregon
$6.66M
GAM
3216
Gemmer Asset Management
California
$6.66M
BCFS
3217
Butensky & Cohen Financial Security
Florida
$6.63M
GAA
3218
Guardian Asset Advisors
Pennsylvania
$6.62M
I
3219
INVST
Indiana
$6.62M
OPWM
3220
Oregon Pacific Wealth Management
Oregon
$6.61M
MAM
3221
McLean Asset Management
Virginia
$6.61M
AEPWM
3222
Atlantic Edge Private Wealth Management
Florida
$6.61M
IRC
3223
Investors Research Corp
Georgia
$6.61M
BOJHT
3224
Bank of Jackson Hole Trust
Wyoming
$6.6M
SIC
3225
Shoker Investment Counsel
Ohio
$6.6M