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Microsoft

5,735 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, 2,586 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:

1.57% more ownership

Funds ownership: 70.77%72.34% (+1.6%)

1% more funds holding

Funds holding: 5,6925,735 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,586

Holders
5,735
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,108
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
HCM
1426
Horiko Capital Management
New York
$35.8M
VWM
1427
Valley Wealth Managers
New Jersey
$35.8M
ECM
1428
Exchange Capital Management
Michigan
$35.8M
IBOK
1429
Independence Bank of Kentucky
Kentucky
$35.8M
PA
1430
Procyon Advisors
Connecticut
$35.7M
WB
1431
Webster Bank
Connecticut
$35.7M
NCM
1432
Nelson Capital Management
California
$35.6M
RP
1433
Rice Partnership
Hawaii
$35.6M
CIC
1434
Cutler Investment Counsel
Oregon
$35.6M
TC
1435
TownSquare Capital
Utah
$35.5M
GGI
1436
Godsey & Gibb Inc
Virginia
$35.5M
WCA
1437
Waratah Capital Advisors
Ontario, Canada
$35.4M
MMG
1438
Monetary Management Group
Missouri
$35.3M
AAM
1439
Azzad Asset Management
Virginia
$35.3M
MC
1440
MIG Capital
California
$35.2M
AG
1441
Algert Global
California
$35.1M
HIC
1442
Holderness Investments Company
North Carolina
$35.1M
RIL
1443
Rothschild Investment LLC
Illinois
$35.1M
PCMC
1444
Paragon Capital Management (Colorado)
Colorado
$35M
FVWA
1445
Foster Victor Wealth Advisors
South Carolina
$34.9M
SAM
1446
Smartleaf Asset Management
Massachusetts
$34.8M
CC
1447
Cartenna Capital
Connecticut
$34.8M
1CP
1448
11 Capital Partners
Connecticut
$34.8M
RCM
1449
RNC Capital Management
California
$34.8M
CFSG
1450
Community Financial Services Group
Vermont
$34.7M