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Microsoft

5,733 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, 2,585 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: 5,6925,733 (+41)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,585

Holders
5,733
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,107
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
CCA
1051
Cobblestone Capital Advisors
New York
$63.1M
PIA
1052
Petredis Investment Advisors
Pennsylvania
$62.9M
BC
1053
Burney Company
Virginia
$62.8M
VCAM
1054
Van Cleef Asset Management
Ohio
$62.7M
SCM
1055
SCS Capital Management
Massachusetts
$62.5M
MK
1056
MASTERINVEST Kapitalanlage
$62.5M
SPC
1057
Stony Point Capital
New York
$62.1M
CA
1058
Callahan Advisors
Texas
$62M
IWM
1059
IHT Wealth Management
Illinois
$61.8M
KB
1060
Kimelman & Baird
New York
$61.8M
UAM
1061
UAS Asset Management
New York
$61.7M
OCM
1062
One Capital Management
California
$61.3M
EW
1063
Evoke Wealth
California
$61.3M
MAM
1064
Martingale Asset Management
Massachusetts
$61.3M
PI
1065
PFG Investments
New York
$61.2M
USCWA
1066
U.S. Capital Wealth Advisors
Texas
$61.2M
FCMC
1067
Founders Capital Management (Connecticut)
Connecticut
$61.1M
SGM
1068
Seven Grand Managers
New York
$61.1M
TPCW
1069
TD Private Client Wealth
New York
$61M
CAL
1070
Capital Analysts LLC
Pennsylvania
$60.9M
GHA
1071
GW Henssler & Associates
Georgia
$60.7M
RBA
1072
Richard Bernstein Advisors
New York
$60.6M
GI
1073
GAMCO Investors
Connecticut
$60.6M
GWM
1074
Geneos Wealth Management
Colorado
$60.5M
BRWA
1075
B. Riley Wealth Advisors
Florida
$60.5M