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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, 2,533 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: 2,533 | 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
PG
3426
Proffitt & Goodson
Tennessee
$5.63M
HPM
3427
Hoxton Planning & Management
West Virginia
$5.62M
FA
3428
Fountainhead AM
New Jersey
$5.62M
SSW
3429
Smith Shellnut Wilson
Mississippi
$5.61M
QCIG
3430
Quad-Cities Investment Group
Iowa
$5.6M
LW
3431
Libra Wealth
California
$5.6M
RE
3432
Rydar Equities
Texas
$5.6M
CFA
3433
Cahill Financial Advisors
Minnesota
$5.59M
GWM
3434
Gitterman Wealth Management
New Jersey
$5.59M
TNAM
3435
Terra Nova Asset Management
New York
$5.59M
EFG
3436
Elm3 Financial Group
Georgia
$5.59M
OWM
3437
Opes Wealth Management
California
$5.58M
MLA
3438
MB, Levis & Associates
Pennsylvania
$5.58M
HIF
3439
Hill Island Financial
Michigan
$5.58M
BSAM
3440
Blue Square Asset Management
New York
$5.56M
NS
3441
Night Squared
New York
$5.55M
SCM
3442
Sunbeam Capital Management
Georgia
$5.55M
GB
3443
Goepper Burkhardt
South Carolina
$5.55M
DBRC
3444
D.B. Root & Company
Pennsylvania
$5.54M
IIA
3445
Integral Investment Advisors
California
$5.54M
BIA
3446
Bigelow Investment Advisors
Maine
$5.54M
GCM
3447
Gables Capital Management
Florida
$5.54M
CAM
3448
Cacti Asset Management
Georgia
$5.52M
MIA
3449
MeadowBrook Investment Advisors
Michigan
$5.52M
DA
3450
Drake & Associates
Wisconsin
$5.52M