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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
DAM
1551
Deltec Asset Management
New York
$30.8M
ACS
1552
Archford Capital Strategies
Illinois
$30.8M
GIM
1553
Generali Investments Management
Slovenia
$30.7M
SSW
1554
Stone Summit Wealth
Florida
$30.7M
CCWA
1555
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30.6M
AIMC
1556
Alley Investment Management Company
Illinois
$30.5M
CVM
1557
Cheviot Value Management
California
$30.5M
M
1558
MOTCO
Texas
$30.5M
VA
1559
Valmark Advisers
Ohio
$30.5M
AS
1560
Altshuler Shaham
Israel
$30.4M
CCFCSB
1561
Cape Cod Five Cents Savings Bank
Massachusetts
$30.4M
NIG
1562
NFJ Investment Group
Texas
$30.4M
JA
1563
JLB & Associates
Michigan
$30.4M
XF
1564
XML Financial
Maryland
$30.4M
SW
1565
Solidarity Wealth
Utah
$30.3M
BWL
1566
Bogart Wealth LLC
Virginia
$30.2M
HI
1567
Hendershot Investments
Virginia
$30.1M
SAM
1568
Smithbridge Asset Management
Pennsylvania
$30.1M
NG
1569
Norden Group
Utah
$30M
LWANC
1570
Laurel Wealth Advisors (North Carolina)
North Carolina
$30M
FAM
1571
Fulcrum Asset Management
United Kingdom
$29.9M
MASUI
1572
MIRAE ASSET SECURITIES (USA) INC.
New York
$29.9M
RA
1573
RFG Advisory
Alabama
$29.9M
HKIM
1574
Hayek Kallen Investment Management
Alabama
$29.9M
PAM
1575
Peak Asset Management
Colorado
$29.8M