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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
CAP
4801
Columbia Advisory Partners
Washington
$1.51M
KTM
4802
Keeler Thomas Management
Utah
$1.5M
SCM
4803
Spring Capital Management
Texas
$1.5M
BSTWA
4804
Blake Schutter Theil Wealth Advisors
Ohio
$1.5M
HCP
4805
Hardin Capital Partners
South Carolina
$1.5M
KL
4806
KilterHowling LLC
Colorado
$1.5M
POIA
4807
Pin Oak Investment Advisors
Texas
$1.5M
IPW
4808
Intergy Private Wealth
Colorado
$1.5M
TWP
4809
Tower Wealth Partners
Pennsylvania
$1.5M
MWG
4810
Martin Worley Group
Utah
$1.5M
KIA
4811
Kraematon Investment Advisors
Massachusetts
$1.5M
DCBT
4812
Dakota Community Bank & Trust
North Dakota
$1.49M
GC
4813
Gruss & Co
Florida
$1.49M
DLP
4814
De Lisle Partners
United Kingdom
$1.49M
LWA
4815
Lowe Wealth Advisors
Maryland
$1.49M
TFA
4816
Tranquilli Financial Advisor
New Jersey
$1.49M
KAM
4817
KEB Asset Management
Illinois
$1.49M
CFG
4818
Copley Financial Group
California
$1.49M
SEA
4819
Stegent Equity Advisors
Texas
$1.49M
FEG
4820
Financial Enhancement Group
Indiana
$1.48M
CCM
4821
Chiron Capital Management
Florida
$1.48M
CKAIS
4822
Christensen King & Associates Investment Services
Washington
$1.48M
AWA
4823
Alaska Wealth Advisors
Alaska
$1.48M
VFM
4824
Vision Financial Markets
Connecticut
$1.48M
RCM
4825
Ridgepath Capital Management
Tennessee
$1.48M