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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
YDMI
1726
Y.D. More Investments
Israel
$25M
Koshinski Asset Management
1727
Koshinski Asset Management
Illinois
$25M
LG
1728
Leuthold Group
Minnesota
$25M
BL
1729
BWCP LP
Texas
$25M
SCM
1730
Stonebridge Capital Management
California
$24.9M
IUHSA
1731
Itau Unibanco Holding S.A.
Brazil
$24.9M
AWA
1732
Arete Wealth Advisors
Illinois
$24.9M
FWTB
1733
First Western Trust Bank
Colorado
$24.9M
RC
1734
RBF Capital
California
$24.9M
MGM
1735
Miura Global Management
New York
$24.9M
ARAM
1736
Ardmore Road Asset Management
New York
$24.9M
HC
1737
Headwater Capital
China
$24.9M
TA
1738
Trivest Advisors
Hong Kong
$24.9M
RHDIC
1739
R.H. Dinel Investment Counsel
California
$24.8M
SF
1740
Symphony Financial
Texas
$24.8M
GSPF
1741
Grafton Street Partners Fund
Florida
$24.8M
DDPIC
1742
Deroy & Devereaux Private Investment Counsel
Michigan
$24.8M
DLCIG
1743
D.L. Carlson Investment Group
New Hampshire
$24.8M
CCM
1744
Condor Capital Management
New Jersey
$24.8M
SA
1745
Sycale Advisors
New York
$24.7M
KFGK
1746
Keystone Financial Group (Kentucky)
Kentucky
$24.7M
CCT
1747
Chemung Canal Trust
New York
$24.6M
LCC
1748
Lincoln Capital Corp
Rhode Island
$24.5M
SPG
1749
Strategic Planning Group
Utah
$24.5M
AC
1750
Arjuna Capital
North Carolina
$24.5M