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Microsoft

5,735 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, 2,532 increasing their positions, 2,586 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: 5,6925,735 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,586

Holders
5,735
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,108
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
SIC
4701
Sage Investment Counsel
Tennessee
$1.64M
AWP
4702
Avid Wealth Partners
Texas
$1.64M
PSA
4703
Plum Street Advisors
Louisiana
$1.64M
KCIC
4704
Kuhn & Co Investment Counsel
Illinois
$1.63M
PP
4705
Paloma Partners
Connecticut
$1.63M
PF
4706
Parker Financial
Washington
$1.63M
WAM
4707
Wakefield Asset Management
Colorado
$1.62M
WCM
4708
Wallace Capital Management
Texas
$1.62M
MI
4709
Motiv8 Investments
Florida
$1.62M
GPW
4710
Gray Private Wealth
Massachusetts
$1.62M
WH
4711
Wallace Hart
Kentucky
$1.62M
AI
4712
ArchPoint Investors
Florida
$1.61M
OPOWM
4713
One Plus One Wealth Management
Florida
$1.61M
SSIM
4714
Sheets Smith Investment Management
Texas
$1.61M
BAMG
4715
Brand Asset Management Group
Missouri
$1.61M
BMC
4716
Bear Mountain Capital
Washington
$1.61M
SGC
4717
Slocum, Gordon & Co
Rhode Island
$1.61M
LFA
4718
LGT Financial Advisors
Texas
$1.61M
IWA
4719
Integrity Wealth Advisors
California
$1.61M
GFL
4720
Granite FO LLC
New Hampshire
$1.61M
DFG
4721
Demars Financial Group
Washington
$1.6M
OFG
4722
OmniStar Financial Group
North Carolina
$1.6M
SSWG
4723
Seven Springs Wealth Group
Tennessee
$1.6M
PRTG
4724
Post Resch Tallon Group
New York
$1.6M
FFL
4725
Future Fund LLC
Illinois
$1.6M