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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
GEA
1651
Glen Eagle Advisors
New Jersey
$27.3M
CWM
1652
CMH Wealth Management
New Hampshire
$27.2M
CCS
1653
Concentric Capital Strategies
Connecticut
$27.2M
III
1654
Independent Investors Inc
New York
$27.1M
GWM
1655
Greenwich Wealth Management
Connecticut
$27.1M
SWA
1656
Stratos Wealth Advisors
Ohio
$27M
PT
1657
Plimoth Trust
Massachusetts
$27M
KA
1658
Kozak & Associates
Colorado
$27M
PRRFG
1659
Paul R. Ried Financial Group
Washington
$27M
CAG
1660
Csenge Advisory Group
Florida
$27M
UOTTAIMCU
1661
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$27M
VAS
1662
Valicenti Advisory Services
New York
$26.9M
GPTE
1663
Generali Powszechne Towarzystwo Emerytalne
Poland
$26.9M
LOIM
1664
Liberty One Investment Management
Illinois
$26.9M
SCA
1665
St. Clair Advisors
Ohio
$26.9M
HW
1666
Hamilton Wealth
California
$26.9M
CI
1667
Conning Inc
Connecticut
$26.9M
FTC
1668
Farmers Trust Company
Ohio
$26.8M
CRB
1669
Chad R. Baker
$26.7M
CAM
1670
Cypress Asset Management
Texas
$26.7M
AOWM
1671
Alpha Omega Wealth Management
Virginia
$26.6M
GLR
1672
Great Lakes Retirement
Ohio
$26.6M
HWM
1673
Heirloom Wealth Management
Colorado
$26.6M
SIC
1674
SFE Investment Counsel
California
$26.6M
EFG
1675
Everhart Financial Group
Ohio
$26.6M