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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
DL
3226
DOHJ LLC
Washington
$6.7M
RAM
3227
Riggs Asset Management
Pennsylvania
$6.67M
SCA
3228
Scott Capital Advisors
Oregon
$6.66M
GAM
3229
Gemmer Asset Management
California
$6.66M
BCFS
3230
Butensky & Cohen Financial Security
Florida
$6.63M
GAA
3231
Guardian Asset Advisors
Pennsylvania
$6.62M
I
3232
INVST
Indiana
$6.62M
OPWM
3233
Oregon Pacific Wealth Management
Oregon
$6.61M
MAM
3234
McLean Asset Management
Virginia
$6.61M
AEPWM
3235
Atlantic Edge Private Wealth Management
Florida
$6.61M
IRC
3236
Investors Research Corp
Georgia
$6.61M
BOJHT
3237
Bank of Jackson Hole Trust
Wyoming
$6.6M
SIC
3238
Shoker Investment Counsel
Ohio
$6.6M
CFAM
3239
Center For Asset Management
Florida
$6.59M
LSIA
3240
LaSalle St. Investment Advisors
Illinois
$6.59M
SCM
3241
Saba Capital Management
New York
$6.58M
APA
3242
Astoria Portfolio Advisors
New York
$6.58M
TPWA
3243
Twin Peaks Wealth Advisors
California
$6.57M
CWM
3244
CCG Wealth Management
California
$6.57M
APGDR
3245
Absoluto Partners Gestao de Recursos
Brazil
$6.57M
FMTCOCP
3246
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6.57M
NLP
3247
Next Level Private
New York
$6.56M
FI
3248
Finivi Inc
Massachusetts
$6.55M
PIWA
3249
Prevail Innovative Wealth Advisors
Kansas
$6.55M
CPC
3250
Consolidated Planning Corp
Georgia
$6.55M