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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
FA
3901
Faithward Advisors
Pennsylvania
$3.79M
ECAM
3902
East Coast Asset Management
Massachusetts
$3.79M
PAM
3903
PCG Asset Management
New Jersey
$3.79M
TI
3904
Truepoint Inc
Ohio
$3.79M
PRA
3905
Pine Ridge Advisers
New York
$3.79M
OW
3906
Olistico Wealth
Oklahoma
$3.78M
PA
3907
Planning Alternatives
Michigan
$3.78M
RC
3908
Rovin Capital
Arizona
$3.78M
TFG
3909
Taylor Financial Group
Virginia
$3.78M
HP
3910
Haven Private
Florida
$3.78M
SCM
3911
Stevens Capital Management
Pennsylvania
$3.77M
ARG
3912
Advisory Resource Group
Oklahoma
$3.76M
THL
3913
Tillman Hartley LLC
Colorado
$3.76M
GC
3914
GFG Capital
Florida
$3.75M
IFS
3915
Integrated Financial Solutions
Virginia
$3.73M
CIAM
3916
Caitong International Asset Management
Hong Kong
$3.73M
PCM
3917
Park Capital Management
Wisconsin
$3.73M
ARA
3918
Alexander Randolph Advisory
Virginia
$3.73M
NWMG
3919
Nicholson Wealth Management Group
South Carolina
$3.72M
AIM
3920
Alhambra Investment Management
Florida
$3.71M
MAMG
3921
Milestone Asset Management Group
Connecticut
$3.71M
CPM
3922
Connective Portfolio Management
New York
$3.71M
MLFP
3923
MPS Loria Financial Planners
Illinois
$3.71M
LWM
3924
LeConte Wealth Management
Tennessee
$3.71M
WIM
3925
Warwick Investment Management
Texas
$3.7M