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Microsoft

5,736 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, 2,587 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: 5,6935,736 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,587

Holders
5,736
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,109
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
CCWA
1551
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30.6M
AIMC
1552
Alley Investment Management Company
Illinois
$30.5M
CVM
1553
Cheviot Value Management
California
$30.5M
M
1554
MOTCO
Texas
$30.5M
VA
1555
Valmark Advisers
Ohio
$30.5M
AS
1556
Altshuler Shaham
Israel
$30.4M
NIG
1557
NFJ Investment Group
Texas
$30.4M
JA
1558
JLB & Associates
Michigan
$30.4M
XF
1559
XML Financial
Maryland
$30.4M
SW
1560
Solidarity Wealth
Utah
$30.3M
BWL
1561
Bogart Wealth LLC
Virginia
$30.2M
HI
1562
Hendershot Investments
Virginia
$30.1M
SAM
1563
Smithbridge Asset Management
Pennsylvania
$30.1M
NG
1564
Norden Group
Utah
$30M
MASUI
1565
MIRAE ASSET SECURITIES (USA) INC.
New York
$29.9M
RA
1566
RFG Advisory
Alabama
$29.9M
HKIM
1567
Hayek Kallen Investment Management
Alabama
$29.9M
PAM
1568
Peak Asset Management
Colorado
$29.8M
CSUI
1569
Cincinnati Specialty Underwriters Insurance
Ohio
$29.8M
EGM
1570
Engineers Gate Manager
New York
$29.8M
GA
1571
GFS Advisors
Texas
$29.8M
HIM
1572
Harbour Investment Management
Washington
$29.8M
CT
1573
Colonial Trust
South Carolina
$29.7M
VCM
1574
Vision Capital Management
Oregon
$29.7M
MCM
1575
Maytus Capital Management
New York
$29.7M