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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
MFG
3401
Menard Financial Group
Texas
$5.79M
TI
3402
tru Independence
Oregon
$5.78M
FIBOI
3403
First International Bank of Israel
$5.77M
TPW
3404
Turn8 Private Wealth
$5.77M
GAM
3405
GEM Asset Management
Michigan
$5.76M
RHP
3406
Royal Harbor Partners
Texas
$5.76M
THCM
3407
Taylor Hoffman Capital Management
Virginia
$5.76M
NG
3408
Northstar Group
New York
$5.76M
PCM
3409
Palouse Capital Management
Washington
$5.76M
EB
3410
Emprise Bank
Kansas
$5.75M
CWM
3411
Cahaba Wealth Management
Georgia
$5.75M
JGCM
3412
Joseph Group Capital Management
Ohio
$5.75M
AF
3413
Affiance Financial
Minnesota
$5.75M
TMWM
3414
Taylor & Morgan Wealth Management
Michigan
$5.74M
VWMG
3415
Virginia Wealth Management Group
Virginia
$5.74M
TBWA
3416
Three Bridge Wealth Advisors
California
$5.74M
LC
3417
Landaas & Company
Wisconsin
$5.74M
SIC
3418
Samalin Investment Counsel
New York
$5.73M
LCGC
3419
Legacy Capital Group California
California
$5.73M
PHWM
3420
Pine Harbor Wealth Management
Maryland
$5.73M
MAG
3421
MRA Advisory Group
New Jersey
$5.72M
WAS
3422
Wealth Advisory Solutions
Indiana
$5.72M
PCA
3423
Prospect Capital Advisors
California
$5.72M
RC
3424
RV Capital
Switzerland
$5.72M
MFS
3425
Monetta Financial Services
Illinois
$5.72M