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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
MF
3926
Montis Financial
Massachusetts
$3.61M
GCP
3927
Gill Capital Partners
Colorado
$3.6M
BW
3928
Balance Wealth
Ohio
$3.6M
MHR
3929
Matthew Hamilton Rosenberg
$3.6M
SCP
3930
Silverleafe Capital Partners
Tennessee
$3.6M
M1FG
3931
Mach-1 Financial Group
Arkansas
$3.59M
LBC
3932
Leigh Baldwin & Co
New York
$3.59M
ACM
3933
AUA Capital Management
Pennsylvania
$3.58M
GAM
3934
Gould Asset Management
California
$3.58M
WAM
3935
Worth Asset Management
Texas
$3.58M
CM
3936
CastleKnight Management
New York
$3.57M
BAM
3937
BOS Asset Management
Illinois
$3.57M
CHP
3938
Castle Hook Partners
New York
$3.56M
AFG
3939
Altiora Financial Group
Ohio
$3.56M
WJA
3940
Willis Johnson & Associates
Texas
$3.56M
FDW
3941
Fourth Dimension Wealth
Ohio
$3.56M
GL
3942
Gerber LLC
Ohio
$3.55M
SPI
3943
Sutton Place Investors
New York
$3.55M
DCM
3944
Driehaus Capital Management
Illinois
$3.54M
KWA
3945
Kellett Wealth Advisors
Ohio
$3.54M
OFA
3946
Onyx Financial Advisors
Idaho
$3.54M
FA
3947
FF Advisors
California
$3.53M
MF
3948
Meridian Financial
Massachusetts
$3.52M
HFO
3949
Heritage Family Offices
Arizona
$3.51M
GCM
3950
Geneva Capital Management
Wisconsin
$3.5M