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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
FHA
1451
Flagship Harbor Advisors
Massachusetts
$34.7M
GAG
1452
GM Advisory Group
New York
$34.6M
GGS
1453
Galvin Gaustad & Stein
Arizona
$34.6M
CF
1454
Clarity Financial
Texas
$34.6M
PE
1455
Point72 Europe
United Kingdom
$34.6M
PGAM
1456
Princeton Global Asset Management
New Jersey
$34.5M
IWA
1457
IBEX Wealth Advisors
New Jersey
$34.5M
SWM
1458
Segment Wealth Management
Texas
$34.5M
BWM
1459
Buckley Wealth Management
Nevada
$34.5M
LPT
1460
Legacy Private Trust
Wisconsin
$34.4M
PWW
1461
Pettyjohn Wood & White
Virginia
$34.3M
MCM
1462
McRae Capital Management
New Jersey
$34.2M
WSC
1463
Wellington Shields & Co
New York
$34.2M
CIA
1464
CCM Investment Advisers
South Carolina
$34.2M
CC
1465
Cadinha & Co
Hawaii
$34.2M
MTIC
1466
Missouri Trust & Investment Company
Missouri
$34.2M
CCWM
1467
Cassaday & Co Wealth Management
Virginia
$34.2M
AC
1468
AlphaCore Capital
California
$34.1M
TCA
1469
Trifecta Capital Advisors
Illinois
$34.1M
PTB
1470
Pioneer Trust Bank
Oregon
$34.1M
FMTC
1471
Farmers & Merchants Trust Company
California
$34.1M
ZIG
1472
Zuckerman Investment Group
Illinois
$34M
TGCMU
1473
Titan Global Capital Management USA
New York
$33.9M
CAM
1474
Claret Asset Management
Quebec, Canada
$33.9M
HIC
1475
Hartline Investment Corp
Illinois
$33.9M