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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
DLCIG
1751
D.L. Carlson Investment Group
New Hampshire
$24.8M
CCM
1752
Condor Capital Management
New Jersey
$24.8M
SA
1753
Sycale Advisors
New York
$24.7M
KFGK
1754
Keystone Financial Group (Kentucky)
Kentucky
$24.7M
CCT
1755
Chemung Canal Trust
New York
$24.6M
LCC
1756
Lincoln Capital Corp
Rhode Island
$24.5M
SPG
1757
Strategic Planning Group
Utah
$24.5M
AC
1758
Arjuna Capital
North Carolina
$24.5M
MCM
1759
Monarch Capital Management
Indiana
$24.5M
ERIC
1760
Eagle Rock Investment Company
Georgia
$24.4M
LOM
1761
LTS One Management
New York
$24.4M
GFP
1762
Gryphon Financial Partners
Ohio
$24.4M
RWM
1763
Rench Wealth Management
Texas
$24.3M
MIG
1764
McGuire Investment Group
Rhode Island
$24.3M
HBCM
1765
Heron Bay Capital Management
Michigan
$24.3M
IPGDR
1766
Investidor Profissional Gestao de Recursos
Brazil
$24.3M
IFWM
1767
Institute for Wealth Management
Colorado
$24.3M
SWM
1768
Silverlake Wealth Management
Vermont
$24.3M
WCM
1769
Weik Capital Management
Pennsylvania
$24.3M
PGDP
1770
Pragma Gestao de Patrimonio
Brazil
$24.2M
GPSPJS
1771
General Pension Society PZU Joint Stock
Poland
$24.2M
SNB
1772
Security National Bank
Nebraska
$24.2M
MSFP
1773
Mark Sheptoff Financial Planning
Connecticut
$24.2M
HDIM
1774
Hanson & Doremus Investment Management
Vermont
$24.2M
MA
1775
MONECO Advisors
Connecticut
$24.2M