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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
FHC
3851
Forest Hill Capital
Arkansas
$3.98M
SAM
3852
Sherman Asset Management
California
$3.97M
GWI
3853
Grace & White Inc
New York
$3.97M
VAM
3854
Verity Asset Management
North Carolina
$3.96M
PAM
3855
Pacific Asset Management
Washington
$3.95M
SMWM
3856
Silvia McColl Wealth Management
California
$3.95M
MDA
3857
Minot DeBlois Advisors
Massachusetts
$3.94M
LB
3858
Legacy Bridge
Iowa
$3.94M
LSA
3859
Lion Street Advisors
Texas
$3.93M
BWM
3860
BigSur Wealth Management
Florida
$3.93M
DWM
3861
DecisionMap Wealth Management
Virginia
$3.93M
NAMNJ
3862
NorthStar Asset Management (New Jersey)
New Jersey
$3.92M
PEA
3863
Park Edge Advisors
Ohio
$3.92M
PWM
3864
Power Wealth Management
Georgia
$3.92M
PW
3865
Paladin Wealth
Minnesota
$3.92M
SC
3866
Soundwatch Capital
Connecticut
$3.92M
RIP
3867
Reliant Investment Partners
North Carolina
$3.91M
CFA
3868
Camarda Financial Advisors
Florida
$3.91M
4WM
3869
49 Wealth Management
Texas
$3.91M
PCS
3870
Private Client Services
Kentucky
$3.9M
TA
3871
Townsend & Associates
Colorado
$3.9M
FA
3872
Fermata Advisors
California
$3.9M
KFS
3873
Kaizen Financial Strategies
California
$3.9M
VAF
3874
Values Added Financial
District of Columbia
$3.89M
ONSWM
3875
Old North State Wealth Management
North Carolina
$3.89M