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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
HFS
1676
Haverford Financial Services
Pennsylvania
$26.5M
MC
1677
Miramar Capital
Illinois
$26.5M
EFG
1678
Embree Financial Group
Illinois
$26.5M
NAS
1679
Nicolet Advisory Services
Wisconsin
$26.5M
HPIA
1680
Hamilton Point Investment Advisors
North Carolina
$26.5M
KF
1681
Krilogy Financial
Missouri
$26.4M
TAM
1682
Thematics Asset Management
France
$26.4M
BCB
1683
Brian C. Broderick
$26.4M
LIM
1684
Lathrop Investment Management
Arkansas
$26.4M
PPWP
1685
Premier Path Wealth Partners
New Jersey
$26.4M
TCM
1686
Traynor Capital Management
Pennsylvania
$26.3M
CHC
1687
City Holding Co
West Virginia
$26.3M
OAM
1688
Occidental Asset Management
California
$26.3M
SDJVC
1689
St. Denis J. Villere & Co
Louisiana
$26.3M
CCM
1690
Canal Capital Management
Virginia
$26.2M
FAIM
1691
Financial Advocates Investment Management
Washington
$26.2M
NAM
1692
NTV Asset Management
West Virginia
$26.2M
LPCM
1693
Lynwood Price Capital Management
Texas
$26.1M
PP
1694
PDS Planning
Ohio
$26.1M
DWM
1695
Diversify Wealth Management
Utah
$26.1M
CPBTD
1696
Central Pacific Bank - Trust Division
Hawaii
$26M
CA
1697
Claar Advisors
New York
$26M
HCM
1698
Hodges Capital Management
Texas
$26M
SWM
1699
Stockman Wealth Management
Montana
$26M
WF
1700
Wayfinding Financial
Washington
$26M