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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
FA
3801
Fedenia Advisers
Wisconsin
$4.13M
LIA
3802
LSP Investment Advisors
New York
$4.12M
RIM
3803
Rockbridge Investment Management
New York
$4.12M
EAM
3804
Exane Asset Management
France
$4.11M
FC
3805
FCA Corp
Texas
$4.11M
CCA
3806
Cora Capital Advisors
New Jersey
$4.1M
VWA
3807
VERITY Wealth Advisors
United States
$4.09M
TA
3808
TPG Advisors
Illinois
$4.09M
CA
3809
Cannon Advisors
North Carolina
$4.09M
HCWM
3810
Hidden Cove Wealth Management
Washington
$4.08M
MWA
3811
Motive Wealth Advisors
Michigan
$4.07M
OLVIG
3812
Oliver Lagore Vanvalin Investment Group
Michigan
$4.07M
WB
3813
West Bancorporation
Iowa
$4.07M
DSN
3814
D. Scott Neal
Kentucky
$4.06M
NCTC
3815
New Covenant Trust Company
Indiana
$4.06M
FCFC
3816
First Citizens Financial Corp
Iowa
$4.05M
NFA
3817
Northern Financial Advisors
Michigan
$4.04M
ICM
3818
Islay Capital Management
Texas
$4.04M
GEM
3819
Global Endowment Management
North Carolina
$4.04M
RWM
3820
Riverbend Wealth Management
South Carolina
$4.03M
MWM
3821
Mascoma Wealth Management
New Hampshire
$4.03M
TCM
3822
Tributary Capital Management
Nebraska
$4.03M
TWM
3823
Triton Wealth Management
Arizona
$4.02M
DSA
3824
Droms Strauss Advisors
Missouri
$4.02M
WBCM
3825
Wilson & Boucher Capital Management
California
$4.02M