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Microsoft

5,741 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 235 funds opening new positions, 2,536 increasing their positions, 2,589 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: 5,6995,741 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,536 | Existing positions reduced: 2,589

Holders
5,741
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,110
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
PCG
1776
PFC Capital Group
California
$24M
NW
1777
Naviter Wealth
Arkansas
$24M
FNB
1778
Farmers National Bank
Kentucky
$23.9M
HCA
1779
Harbor Capital Advisors
Illinois
$23.9M
JWCA
1780
J.W. Coons Advisors
Ohio
$23.9M
JCM
1781
Jacobi Capital Management
Pennsylvania
$23.9M
WTA
1782
Washington Trust Advisors
Massachusetts
$23.9M
RSS
1783
Rosenblum Silverman Sutton
California
$23.9M
FM
1784
Family Management
New York
$23.8M
WIA
1785
Westbourne Investment Advisors
Maryland
$23.8M
AWP
1786
Ascent Wealth Partners
New York
$23.8M
MWM
1787
Marietta Wealth Management
Georgia
$23.8M
GC
1788
Globeflex Capital
California
$23.8M
SSI
1789
Scott & Selber Inc
Texas
$23.8M
FCM
1790
Fogel Capital Management
Florida
$23.7M
CAC
1791
Core Alternative Capital
Georgia
$23.6M
MWA
1792
Miller Wealth Advisors
Colorado
$23.6M
RA
1793
Ransom Advisory
Rhode Island
$23.6M
DSC
1794
Duncker Streett & Co
Missouri
$23.6M
TYCC
1795
Texas Yale Capital Corp
Florida
$23.5M
LTI
1796
Laffer Tengler Investments
Tennessee
$23.5M
IP
1797
Isthmus Partners
Wisconsin
$23.5M
AMBIA
1798
Allen Mooney & Barnes Investment Advisors
Georgia
$23.5M
LSA
1799
L & S Advisors
California
$23.5M
CPA
1800
Capital Planning Advisors
California
$23.4M