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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
HP
3651
Hilltop Partners
Indiana
$4.71M
LC
3652
Lakehouse Capital
Australia
$4.71M
FSCM
3653
Front Street Capital Management
Montana
$4.71M
AIFAIM
3654
American Institute for Advanced Investment Management
Arizona
$4.7M
IWN
3655
Independent Wealth Network
Iowa
$4.69M
SWMP
3656
Signature Wealth Management Partners
New Jersey
$4.69M
CSI
3657
Cross Staff Investments
New York
$4.68M
MFG
3658
Midwest Financial Group
Kansas
$4.68M
SA
3659
Seneschal Advisors
Washington
$4.68M
PCMF
3660
Private Capital Management (Florida)
Florida
$4.67M
LPAM
3661
Lodestar Private Asset Management
California
$4.67M
DG
3662
DMC Group
Alabama
$4.67M
CWM
3663
Challenger Wealth Management
California
$4.67M
USWIA
3664
UP Strategic Wealth Investment Advisors
Pennsylvania
$4.66M
GPA
3665
Guerra Pan Advisors
New Jersey
$4.65M
RWPA
3666
Richard W. Paul & Associates
Michigan
$4.65M
EB
3667
Exchange Bank
California
$4.65M
ACP
3668
Argyle Capital Partners
California
$4.65M
DKCM
3669
Davidson Kahn Capital Management
California
$4.65M
PIM
3670
Platinum Investment Management
Australia
$4.65M
LFS
3671
Legacy Financial Strategies
Kansas
$4.64M
BF
3672
Baring Financial
Washington
$4.64M
HFA
3673
Hutchinson Financial Advisors
Virginia
$4.64M
FWM
3674
Fonville Wealth Management
Virginia
$4.64M
WFA
3675
WMG Financial Advisors
Tennessee
$4.63M