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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
3501
Carr Financial Group
Massachusetts
$5.37M
ARMT
3502
Amica Retiree Medical Trust
Rhode Island
$5.37M
TC
3503
Trust Company
Kansas
$5.36M
SW
3504
SkyOak Wealth
Michigan
$5.36M
CCM
3505
Conway Capital Management
California
$5.35M
BCM
3506
Brookmont Capital Management
Texas
$5.35M
RCM
3507
Raleigh Capital Management
North Carolina
$5.35M
DIP
3508
Davis Investment Partners
North Carolina
$5.35M
NWWA
3509
New Wave Wealth Advisors
Arkansas
$5.34M
OPWM
3510
Oxinas Partners Wealth Management
Indiana
$5.34M
CL
3511
CLG LLC
California
$5.34M
ACA
3512
Affinity Capital Advisors
California
$5.34M
NIWA
3513
New Insight Wealth Advisors
California
$5.33M
MCM
3514
Mendel Capital Management
Arkansas
$5.33M
FC
3515
Financial Council
Maryland
$5.32M
WCAMG
3516
Woodard & Company Asset Management Group
North Carolina
$5.32M
CPC
3517
Cookson Peirce & Co
Pennsylvania
$5.31M
RWM
3518
Rialto Wealth Management
New York
$5.31M
COCM
3519
Charter Oak Capital Management
New Hampshire
$5.29M
FFA
3520
Fi3 Financial Advisors
Indiana
$5.29M
CFM
3521
Comprehensive Financial Management
California
$5.28M
BWA
3522
Beam Wealth Advisors
Louisiana
$5.28M
MWVC
3523
Morgens Waterfall Vintiadis & Co
New York
$5.27M
WPA
3524
West Paces Advisors
Georgia
$5.26M
S
3525
Steadtrust
Texas
$5.26M