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Microsoft

5,734 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,532 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: 5,6925,734 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,585

Holders
5,734
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
PWMAG
1301
Pinnacle Wealth Management Advisory Group
New Jersey
$41.8M
FNA
1302
First National Advisers
Nebraska
$41.7M
AC
1303
Armistice Capital
New York
$41.7M
LCI
1304
L1 Capital International
Australia
$41.5M
GIM
1305
Goelzer Investment Management
Indiana
$41.5M
AC
1306
Avestar Capital
New York
$41.4M
1SB
1307
1ST Source Bank
Indiana
$41.4M
EWM
1308
Edge Wealth Management
New York
$41.4M
SRC
1309
Shufro Rose & Co
New York
$41.3M
RCM
1310
Rings Capital Management
Illinois
$41.3M
MNBTD
1311
Moody National Bank Trust Division
Texas
$41.2M
WIC
1312
Woodmont Investment Counsel
Tennessee
$41.2M
HAIM
1313
Hunter Associates Investment Management
Pennsylvania
$41.2M
JCM
1314
Janney Capital Management
Pennsylvania
$41.2M
OA
1315
Oxbow Advisors
Texas
$41.1M
VPI
1316
Value Partners Investments
Manitoba, Canada
$41.1M
TW
1317
TritonPoint Wealth
Maryland
$41.1M
HR
1318
Howe & Rusling
New York
$41.1M
DA
1319
Dash Acquisitions
California
$41.1M
TCM
1320
Trybe Capital Management
Connecticut
$41M
WP
1321
Wedgewood Partners
Missouri
$41M
PIM
1322
Progressive Investment Management
Oregon
$41M
DJSG
1323
D.J. St. Germain
Massachusetts
$40.9M
LIA
1324
LS Investment Advisors
Michigan
$40.9M
QI
1325
Qtron Investments
Massachusetts
$40.9M