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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
CFG
3376
Chapman Financial Group
Hawaii
$5.9M
HKAM
3377
Horizon Kinetics Asset Management
New York
$5.89M
GLLW
3378
Graves Light Lenhart Wealth
Virginia
$5.88M
COLIM
3379
City of London Investment Management
United Kingdom
$5.88M
PHIMC
3380
Private Harbour Investment Management & Counsel
Ohio
$5.88M
BFS
3381
BridgePort Financial Solutions
Iowa
$5.87M
NNPTE
3382
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$5.87M
SFM
3383
Sphera Funds Management
Israel
$5.87M
FOA
3384
Five Oceans Advisors
California
$5.86M
IAG
3385
Investment Advisory Group
Massachusetts
$5.84M
ABLA
3386
Alan B. Lancz & Associates
Ohio
$5.84M
EGA
3387
E&G Advisors
Texas
$5.84M
UWP
3388
Uniting Wealth Partners
Kansas
$5.84M
SA
3389
SoundView Advisors
Washington
$5.83M
EIG
3390
Ellenbecker Investment Group
Wisconsin
$5.82M
FWM
3391
Focused Wealth Management
New York
$5.82M
MPAM
3392
Murphy Pohlad Asset Management
Minnesota
$5.82M
NPFS
3393
Novak & Powell Financial Services
Florida
$5.82M
AWA
3394
Amplius Wealth Advisors
Pennsylvania
$5.81M
MHC
3395
May Hill Capital
Massachusetts
$5.81M
SWMG
3396
Signature Wealth Management Group
Georgia
$5.8M
FWM
3397
Forza Wealth Management
Florida
$5.8M
CWMGP
3398
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$5.8M
CMAI
3399
Capital Management Associates Inc
Minnesota
$5.8M
EBA
3400
Eagle Bay Advisors
New York
$5.79M