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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
MMCM
3926
Murphy & Mullick Capital Management
New York
$3.7M
SIC
3927
SJS Investment Consulting
Ohio
$3.7M
GCA
3928
Genesee Capital Advisors
New York
$3.7M
OPWM
3929
Oakwell Private Wealth Management
Texas
$3.69M
SPWG
3930
Sage Private Wealth Group
Illinois
$3.69M
SB
3931
Sunflower Bank
Texas
$3.68M
NCM
3932
New Capital Management
Texas
$3.68M
PW
3933
Pandora Wealth
Illinois
$3.67M
MP
3934
Moment Partners
California
$3.67M
MFA
3935
Millington Financial Advisors
Illinois
$3.67M
AFA
3936
AllGen Financial Advisors
Florida
$3.67M
BWM
3937
BankPlus Wealth Management
Mississippi
$3.66M
SFS
3938
Symphony Financial Services
Ohio
$3.66M
HFA
3939
High Falls Advisors
New York
$3.66M
BRWM
3940
Blue Rock Wealth Management
North Carolina
$3.65M
HKIMG
3941
Hutchens & Kramer Investment Management Group
Indiana
$3.64M
TA
3942
Tactive Advisors
Florida
$3.64M
RIS
3943
Richmond Investment Services
Wisconsin
$3.63M
PFA
3944
Pettinga Financial Advisors
Indiana
$3.62M
WIM
3945
Waycross Investment Management
Washington
$3.62M
CWM
3946
Cranbrook Wealth Management
Michigan
$3.61M
FNBSF
3947
First National Bank Sioux Falls
South Dakota
$3.61M
MF
3948
Montis Financial
Massachusetts
$3.61M
GCP
3949
Gill Capital Partners
Colorado
$3.6M
BW
3950
Balance Wealth
Ohio
$3.6M