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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
SC
5401
Scratch Capital
Idaho
$573K
KIC
5402
Keating Investment Counselors
Florida
$571K
GWAM
5403
Guardian Wealth Advisors (Minnesota)
Minnesota
$571K
SG
5404
Strid Group
Pennsylvania
$570K
GFG
5405
Grantvest Financial Group
New Jersey
$570K
DIM
5406
DC Investments Management
Virginia
$568K
WC
5407
Wexford Capital
Florida
$566K
SMAM
5408
Sugar Maple Asset Management
Wisconsin
$563K
TCTWM
5409
Three Cord True Wealth Management
Pennsylvania
$563K
MFG
5410
Marmo Financial Group
Tennessee
$561K
HCA
5411
Hyperion Capital Advisors
New York
$561K
BWM
5412
BCGM Wealth Management
Indiana
$560K
SA
5413
Sicart Associates
New York
$558K
WAT
5414
Wealth Advisory Team
Kentucky
$556K
WI
5415
WJ Interests
Texas
$555K
CI
5416
Cordant Inc
Oregon
$554K
GCM
5417
Graver Capital Management
Ohio
$553K
TWD
5418
True Wealth Design
Ohio
$551K
BRIA
5419
Balanced Rock Investment Advisors
Massachusetts
$550K
HWMT
5420
Heritage Wealth Management (Texas)
Texas
$550K
ICA
5421
Infrastructure Capital Advisors
New York
$548K
RFP
5422
Roth Financial Partners
Texas
$544K
IHWM
5423
Iron Horse Wealth Management
Iowa
$544K
MFGP
5424
Marshall Financial Group (Pennsylvania)
Pennsylvania
$543K
MFG
5425
Mendota Financial Group
Wisconsin
$542K