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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
NRG
1326
Nemes Rush Group
Michigan
$40.9M
PIMJS
1327
PKO Investment Management Joint-Stock
Poland
$40.8M
IG
1328
Ithaka Group
Virginia
$40.7M
AWAG
1329
ARS Wealth Advisors Group
Florida
$40.7M
FA
1330
Fagan Associates
New York
$40.7M
RWA
1331
River Wealth Advisors
Pennsylvania
$40.7M
MIA
1332
MainStreet Investment Advisors
Illinois
$40.7M
JIP
1333
Jaffetilchin Investment Partners
Florida
$40.6M
CC
1334
Courier Capital
New York
$40.5M
FFM
1335
Forum Financial Management
Illinois
$40.4M
TCA
1336
Transcend Capital Advisors
New Jersey
$40.2M
ZBNA
1337
Zions Bancorporation, National Association
Utah
$40M
WWM
1338
Western Wealth Management
Colorado
$39.9M
HC
1339
Hillman Company
Pennsylvania
$39.9M
IAN
1340
Integrated Advisors Network
Texas
$39.8M
CCC
1341
Cincinnati Casualty Company
Ohio
$39.8M
CS
1342
Central Securities
New York
$39.8M
PA
1343
Proem Advisors
Texas
$39.8M
AC
1344
Apella Capital
Connecticut
$39.7M
PFA
1345
Pure Financial Advisors
California
$39.7M
PSP
1346
Principal Street Partners
Tennessee
$39.6M
JCM
1347
Junto Capital Management
New York
$39.5M
PAS
1348
Professional Advisory Services
Florida
$39.3M
FFIC
1349
First Fiduciary Investment Counsel
Ohio
$39.2M
AWM
1350
Absher Wealth Management
North Carolina
$39.2M