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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
DS
3476
Dudley & Shanley
Florida
$5.4M
TT
3477
TI-Trust
Illinois
$5.39M
M
3478
MATAURO
New York
$5.39M
GHA
3479
Granite Harbor Advisors
Texas
$5.38M
VIP
3480
Viewpoint Investment Partners
Alberta, Canada
$5.38M
TCWM
3481
Total Clarity Wealth Management
Illinois
$5.37M
DFG
3482
Delphi Financial Group
Delaware
$5.37M
PA
3483
PSI Advisors
Florida
$5.37M
CFG
3484
Carr Financial Group
Massachusetts
$5.37M
ARMT
3485
Amica Retiree Medical Trust
Rhode Island
$5.37M
TC
3486
Trust Company
Kansas
$5.36M
SW
3487
SkyOak Wealth
Michigan
$5.36M
CCM
3488
Conway Capital Management
California
$5.35M
BCM
3489
Brookmont Capital Management
Texas
$5.35M
RCM
3490
Raleigh Capital Management
North Carolina
$5.35M
DIP
3491
Davis Investment Partners
North Carolina
$5.35M
NWWA
3492
New Wave Wealth Advisors
Arkansas
$5.34M
OPWM
3493
Oxinas Partners Wealth Management
Indiana
$5.34M
CL
3494
CLG LLC
California
$5.34M
ACA
3495
Affinity Capital Advisors
California
$5.34M
NIWA
3496
New Insight Wealth Advisors
California
$5.33M
MCM
3497
Mendel Capital Management
Arkansas
$5.33M
FC
3498
Financial Council
Maryland
$5.32M
WCAMG
3499
Woodard & Company Asset Management Group
North Carolina
$5.32M
CPC
3500
Cookson Peirce & Co
Pennsylvania
$5.31M