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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
RB
3676
Renasant Bank
Mississippi
$4.58M
SAMT
3677
Select Asset Management & Trust
Pennsylvania
$4.57M
JBA
3678
Johnson Bixby & Associates
Washington
$4.57M
KW
3679
Keyvantage Wealth
Pennsylvania
$4.57M
IF
3680
Integrity Financial
Wyoming
$4.57M
ML
3681
Mayport LLC
Massachusetts
$4.56M
LWM
3682
LongView Wealth Management
Georgia
$4.55M
LWM
3683
LJI Wealth Management
Indiana
$4.55M
HP
3684
HT Partners
Connecticut
$4.54M
EBWM
3685
Eagle Bluffs Wealth Management
Missouri
$4.54M
TFO
3686
Tarbox Family Office
California
$4.54M
CG
3687
Cynosure Group
Utah
$4.53M
SIM
3688
Sterling Investment Management
Arizona
$4.53M
RWS
3689
Resolute Wealth Strategies
Mississippi
$4.52M
WCM
3690
Washburn Capital Management
Florida
$4.52M
BMCM
3691
Burns Matteson Capital Management
New York
$4.52M
RA
3692
Riversedge Advisors
Delaware
$4.52M
PWS
3693
Proactive Wealth Strategies
Georgia
$4.52M
IQI
3694
Integrated Quantitative Investments
Washington
$4.52M
KW
3695
KWB Wealth
California
$4.52M
SWM
3696
Salvus Wealth Management
New Jersey
$4.52M
PTC
3697
Provident Trust Company
Wisconsin
$4.51M
MWM
3698
MinichMacGregor Wealth Management
New York
$4.51M
FLP
3699
Financial Life Planners
Arizona
$4.51M
BC
3700
Barrett & Company
Rhode Island
$4.5M