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Microsoft

5,732 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 235 funds opening new positions, 2,533 increasing their positions, 2,584 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: 5,6925,732 (+40)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,584

Holders
5,732
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,106
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
PSA
4701
Plum Street Advisors
Louisiana
$1.64M
KCIC
4702
Kuhn & Co Investment Counsel
Illinois
$1.63M
PP
4703
Paloma Partners
Connecticut
$1.63M
PF
4704
Parker Financial
Washington
$1.63M
WAM
4705
Wakefield Asset Management
Colorado
$1.62M
WCM
4706
Wallace Capital Management
Texas
$1.62M
MI
4707
Motiv8 Investments
Florida
$1.62M
GPW
4708
Gray Private Wealth
Massachusetts
$1.62M
WH
4709
Wallace Hart
Kentucky
$1.62M
AI
4710
ArchPoint Investors
Florida
$1.61M
OPOWM
4711
One Plus One Wealth Management
Florida
$1.61M
SSIM
4712
Sheets Smith Investment Management
Texas
$1.61M
BAMG
4713
Brand Asset Management Group
Missouri
$1.61M
BMC
4714
Bear Mountain Capital
Washington
$1.61M
SGC
4715
Slocum, Gordon & Co
Rhode Island
$1.61M
LFA
4716
LGT Financial Advisors
Texas
$1.61M
IWA
4717
Integrity Wealth Advisors
California
$1.61M
GFL
4718
Granite FO LLC
New Hampshire
$1.61M
DFG
4719
Demars Financial Group
Washington
$1.6M
OFG
4720
OmniStar Financial Group
North Carolina
$1.6M
SSWG
4721
Seven Springs Wealth Group
Tennessee
$1.6M
PRTG
4722
Post Resch Tallon Group
New York
$1.6M
FFL
4723
Future Fund LLC
Illinois
$1.6M
MI
4724
Moneywise Inc
Virginia
$1.6M
KWM
4725
Koa Wealth Management
California
$1.6M