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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
ERWM
1701
Elk River Wealth Management
Colorado
$25.9M
SC
1702
Sepio Capital
Utah
$25.9M
FFA
1703
Fragasso Financial Advisors
Pennsylvania
$25.9M
CCM
1704
Campbell Capital Management
Florida
$25.9M
SAM
1705
Strategy Asset Managers
California
$25.9M
PCM
1706
Princeton Capital Management
New Jersey
$25.8M
LWMM
1707
Legacy Wealth Management (Mississippi)
Mississippi
$25.8M
DCM
1708
Decatur Capital Management
Georgia
$25.8M
MIP
1709
Marietta Investment Partners
Wisconsin
$25.7M
NIM
1710
Nicollet Investment Management
Minnesota
$25.7M
PCM
1711
Penserra Capital Management
California
$25.7M
RIA
1712
Regal Investment Advisors
Michigan
$25.7M
BWAM
1713
Boyd Watterson Asset Management
Ohio
$25.6M
FC
1714
Farley Capital
New York
$25.6M
HCM
1715
Harvey Capital Management
Florida
$25.5M
CICI
1716
Capital Investment Counsel Inc
North Carolina
$25.5M
AIIMS
1717
Analyst IMS Investment Management Services
Israel
$25.5M
HTIM
1718
Harbour Trust & Investment Management
Indiana
$25.5M
MAM
1719
Mystic Asset Management
Rhode Island
$25.5M
MSAM
1720
Moloney Securities Asset Management
Missouri
$25.4M
CCMINC
1721
Cardinal Capital Management Inc (North Carolina)
North Carolina
$25.4M
RP
1722
Rowlandmiller & Partners
Georgia
$25.3M
1IA
1723
1834 Investment Advisors
Wisconsin
$25.3M
WPW
1724
Waldron Private Wealth
Pennsylvania
$25.3M
RWB
1725
RMR Wealth Builders
New Jersey
$25.3M