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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
CC
1451
Cartenna Capital
Connecticut
$34.8M
1CP
1452
11 Capital Partners
Connecticut
$34.8M
RCM
1453
RNC Capital Management
California
$34.8M
CFSG
1454
Community Financial Services Group
Vermont
$34.7M
FHA
1455
Flagship Harbor Advisors
Massachusetts
$34.7M
GAG
1456
GM Advisory Group
New York
$34.6M
GGS
1457
Galvin Gaustad & Stein
Arizona
$34.6M
CF
1458
Clarity Financial
Texas
$34.6M
PE
1459
Point72 Europe
United Kingdom
$34.6M
PGAM
1460
Princeton Global Asset Management
New Jersey
$34.5M
IWA
1461
IBEX Wealth Advisors
New Jersey
$34.5M
SWM
1462
Segment Wealth Management
Texas
$34.5M
BWM
1463
Buckley Wealth Management
Nevada
$34.5M
LPT
1464
Legacy Private Trust
Wisconsin
$34.4M
PWW
1465
Pettyjohn Wood & White
Virginia
$34.3M
MCM
1466
McRae Capital Management
New Jersey
$34.2M
WSC
1467
Wellington Shields & Co
New York
$34.2M
CIA
1468
CCM Investment Advisers
South Carolina
$34.2M
CC
1469
Cadinha & Co
Hawaii
$34.2M
MTIC
1470
Missouri Trust & Investment Company
Missouri
$34.2M
CCWM
1471
Cassaday & Co Wealth Management
Virginia
$34.2M
AC
1472
AlphaCore Capital
California
$34.1M
TCA
1473
Trifecta Capital Advisors
Illinois
$34.1M
PTB
1474
Pioneer Trust Bank
Oregon
$34.1M
FMTC
1475
Farmers & Merchants Trust Company
California
$34.1M