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Microsoft

5,739 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, 2,589 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:

1.57% more ownership

Funds ownership: 70.77%72.34% (+1.6%)

1% more funds holding

Funds holding: 5,6965,739 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,589

Holders
5,739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,110
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
HFS
3676
Heritage Financial Services
Massachusetts
$4.58M
FC
3677
Fjell Capital
North Dakota
$4.58M
RB
3678
Renasant Bank
Mississippi
$4.58M
SAMT
3679
Select Asset Management & Trust
Pennsylvania
$4.57M
JBA
3680
Johnson Bixby & Associates
Washington
$4.57M
KW
3681
Keyvantage Wealth
Pennsylvania
$4.57M
IF
3682
Integrity Financial
Wyoming
$4.57M
ML
3683
Mayport LLC
Massachusetts
$4.56M
LWM
3684
LongView Wealth Management
Georgia
$4.55M
LWM
3685
LJI Wealth Management
Indiana
$4.55M
HP
3686
HT Partners
Connecticut
$4.54M
EBWM
3687
Eagle Bluffs Wealth Management
Missouri
$4.54M
TFO
3688
Tarbox Family Office
California
$4.54M
CG
3689
Cynosure Group
Utah
$4.53M
SIM
3690
Sterling Investment Management
Arizona
$4.53M
RWS
3691
Resolute Wealth Strategies
Mississippi
$4.52M
WCM
3692
Washburn Capital Management
Florida
$4.52M
BMCM
3693
Burns Matteson Capital Management
New York
$4.52M
RA
3694
Riversedge Advisors
Delaware
$4.52M
PWS
3695
Proactive Wealth Strategies
Georgia
$4.52M
IQI
3696
Integrated Quantitative Investments
Washington
$4.52M
KW
3697
KWB Wealth
California
$4.52M
SWM
3698
Salvus Wealth Management
New Jersey
$4.52M
PTC
3699
Provident Trust Company
Wisconsin
$4.51M
MWM
3700
MinichMacGregor Wealth Management
New York
$4.51M