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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
CS
3476
Crescent Sterling
Louisiana
$5.46M
CCG
3477
Coastwise Capital Group
California
$5.46M
MAM
3478
MWA Asset Management
Massachusetts
$5.46M
SWRP
3479
Summit Wealth & Retirement Planning
California
$5.46M
PH
3480
Pinnacle Holdings
Oklahoma
$5.45M
AFS
3481
Access Financial Services
Minnesota
$5.45M
CIA
3482
Cladis Investment Advisory
Montana
$5.44M
SPA
3483
Sentinel Pension Advisors
Massachusetts
$5.43M
OM
3484
OV Management
Minnesota
$5.43M
CF
3485
Copperwynd Financial
Arizona
$5.43M
TFGT
3486
TS Financial Group (TSFG)
Illinois
$5.43M
LGG
3487
Luts & Greenleigh Group
Maryland
$5.42M
HWM
3488
Horizon Wealth Management
Illinois
$5.41M
GCS
3489
Gordian Capital (Singapore)
Singapore
$5.41M
BF
3490
bLong Financial
Tennessee
$5.41M
AHIA
3491
Andrew Hill Investment Advisors
Florida
$5.4M
AI
3492
Arvest Investments
Arkansas
$5.4M
DS
3493
Dudley & Shanley
Florida
$5.4M
TT
3494
TI-Trust
Illinois
$5.39M
M
3495
MATAURO
New York
$5.39M
GHA
3496
Granite Harbor Advisors
Texas
$5.38M
VIP
3497
Viewpoint Investment Partners
Alberta, Canada
$5.38M
TCWM
3498
Total Clarity Wealth Management
Illinois
$5.37M
DFG
3499
Delphi Financial Group
Delaware
$5.37M
PA
3500
PSI Advisors
Florida
$5.37M