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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
DAS
1001
Diversify Advisory Services
Utah
$70.1M
BFIM
1002
Beese Fulmer Investment Management
Ohio
$69.9M
SW
1003
SteelPeak Wealth
California
$69.8M
BFO
1004
Boston Family Office
Massachusetts
$69.7M
AWS
1005
Atria Wealth Solutions
New York
$69.6M
AFG
1006
Albion Financial Group
Utah
$69.2M
RC
1007
Roundview Capital
New Jersey
$69M
CB
1008
Cadence Bank
Mississippi
$69M
OPCM
1009
Osborne Partners Capital Management
California
$68.8M
BAM
1010
Bellevue Asset Management
Washington
$68.7M
LCS
1011
Levin Capital Strategies
New York
$68.7M
CPH
1012
C Partners Holding
Switzerland
$68.6M
PAG
1013
Private Advisory Group
Washington
$68.2M
FAT
1014
First American Trust
California
$67.8M
MA
1015
Montag & Associates
Georgia
$67.8M
NCM
1016
Nellore Capital Management
California
$67.7M
ECM
1017
Everence Capital Management
Indiana
$67.6M
TBBL
1018
True Blue (BVI) Ltd
$67.5M
SPC
1019
Sigma Planning Corp
Michigan
$67.4M
PAM
1020
Palisade Asset Management
Minnesota
$67.3M
LBC
1021
Lowe Brockenbrough & Co
Virginia
$67.3M
HMP
1022
HS Management Partners
New York
$67.2M
NFC
1023
Northeast Financial Consultants
Connecticut
$67.1M
BBI
1024
Baxter Bros Inc
Connecticut
$67M
GKWIM
1025
Gerber Kawasaki Wealth & Investment Management
California
$67M