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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
ZIG
1476
Zuckerman Investment Group
Illinois
$34M
TGCMU
1477
Titan Global Capital Management USA
New York
$33.9M
CAM
1478
Claret Asset Management
Quebec, Canada
$33.9M
HIC
1479
Hartline Investment Corp
Illinois
$33.9M
RDWM
1480
Red Door Wealth Management
Tennessee
$33.9M
CWM
1481
Cornerstone Wealth Management
Missouri
$33.8M
WWA
1482
WCG Wealth Advisors
Nevada
$33.8M
MFS
1483
Madrona Financial Services
Washington
$33.8M
CAM
1484
Covenant Asset Management
New Jersey
$33.8M
TFA
1485
Teamwork Financial Advisors
Texas
$33.8M
PCG
1486
Prosperity Consulting Group
Maryland
$33.8M
SHGA
1487
Sand Hill Global Advisors
California
$33.7M
HCM
1488
Hutchinson Capital Management
California
$33.7M
BFM
1489
Boothbay Fund Management
New York
$33.7M
CGIM
1490
Capital Group Investment Management
Singapore
$33.6M
FFN
1491
Focus Financial Network
Minnesota
$33.6M
TIM
1492
Thompson Investment Management
Wisconsin
$33.4M
BMC
1493
Benin Management Corp
Connecticut
$33.4M
MYLI
1494
Meiji Yasuda Life Insurance
Japan
$33.3M
PMWMG
1495
Parr McKnight Wealth Management Group
Minnesota
$33.3M
FMWA
1496
Forvis Mazars Wealth Advisors
Missouri
$33.2M
ACA
1497
Anchor Capital Advisors
Massachusetts
$33.1M
NCM
1498
Northside Capital Management
Oregon
$33.1M
BWP
1499
Burling Wealth Partners
Illinois
$33M
WI
1500
Whitebark Investors
Nevada
$32.9M