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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
LIM
1676
Lathrop Investment Management
Arkansas
$26.4M
PPWP
1677
Premier Path Wealth Partners
New Jersey
$26.4M
TCM
1678
Traynor Capital Management
Pennsylvania
$26.3M
CHC
1679
City Holding Co
West Virginia
$26.3M
OAM
1680
Occidental Asset Management
California
$26.3M
SDJVC
1681
St. Denis J. Villere & Co
Louisiana
$26.3M
CCM
1682
Canal Capital Management
Virginia
$26.2M
FAIM
1683
Financial Advocates Investment Management
Washington
$26.2M
NAM
1684
NTV Asset Management
West Virginia
$26.2M
LPCM
1685
Lynwood Price Capital Management
Texas
$26.1M
PP
1686
PDS Planning
Ohio
$26.1M
DWM
1687
Diversify Wealth Management
Utah
$26.1M
CPBTD
1688
Central Pacific Bank - Trust Division
Hawaii
$26M
CA
1689
Claar Advisors
New York
$26M
HCM
1690
Hodges Capital Management
Texas
$26M
SWM
1691
Stockman Wealth Management
Montana
$26M
WF
1692
Wayfinding Financial
Washington
$26M
ERWM
1693
Elk River Wealth Management
Colorado
$25.9M
SC
1694
Sepio Capital
Utah
$25.9M
FFA
1695
Fragasso Financial Advisors
Pennsylvania
$25.9M
CCM
1696
Campbell Capital Management
Florida
$25.9M
SAM
1697
Strategy Asset Managers
California
$25.9M
PCM
1698
Princeton Capital Management
New Jersey
$25.8M
LWMM
1699
Legacy Wealth Management (Mississippi)
Mississippi
$25.8M
DCM
1700
Decatur Capital Management
Georgia
$25.8M