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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
BCM
3276
Bretton Capital Management
California
$6.37M
STB
3277
S&T Bank
Pennsylvania
$6.37M
WAM
3278
Wernau Asset Management
Massachusetts
$6.37M
AIA
3279
Affinity Investment Advisors
California
$6.36M
GSIAS
3280
Garden State Investment Advisory Services
New Jersey
$6.34M
CAIMH
3281
Central Asset Investments & Management Holdings
Hong Kong
$6.34M
EA
3282
Emerald Advisers
Pennsylvania
$6.34M
CWA
3283
CM Wealth Advisors
Ohio
$6.33M
TAI
3284
Terra Alpha Investments
District of Columbia
$6.33M
BHA
3285
Beech Hill Advisors
New York
$6.33M
GCA
3286
Gallagher Capital Advisors
Texas
$6.32M
IPAM
3287
Investment Partners Asset Management
New Jersey
$6.32M
HI
3288
Hudock Inc
Pennsylvania
$6.31M
PWM
3289
PBMares Wealth Management
Virginia
$6.31M
USWG
3290
U.S. Wealth Group
New York
$6.29M
NERM
3291
New England Research & Management
Illinois
$6.28M
RAG
3292
RIA Advisory Group
Iowa
$6.28M
PWM
3293
Peterson Wealth Management
Nevada
$6.28M
KAM
3294
Karani Asset Management
New York
$6.28M
TBNY
3295
Trustco Bank (New York)
New York
$6.27M
SA
3296
SAM Advisors
California
$6.27M
BDS
3297
Banco de Sabadell
Florida
$6.26M
PFT
3298
Providence First Trust
Arizona
$6.26M
AGA
3299
Accuvest Global Advisors
Utah
$6.25M
SWP
3300
Semus Wealth Partners
Florida
$6.24M