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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
CWM
1776
Connecticut Wealth Management
Connecticut
$24.2M
SGI
1777
Summit Global Investments
Utah
$24.2M
APSI
1778
Asset Planning Services Inc
Louisiana
$24.2M
HC
1779
Hendley & Co
Ohio
$24.2M
MWAM
1780
Manhattan West Asset Management
California
$24.1M
FI
1781
Financial Insights
Washington
$24M
SWM
1782
Sendero Wealth Management
Texas
$24M
TPCM
1783
Two Point Capital Management
New York
$24M
PCG
1784
PFC Capital Group
California
$24M
NW
1785
Naviter Wealth
Arkansas
$24M
FNB
1786
Farmers National Bank
Kentucky
$23.9M
HCA
1787
Harbor Capital Advisors
Illinois
$23.9M
JWCA
1788
J.W. Coons Advisors
Ohio
$23.9M
JCM
1789
Jacobi Capital Management
Pennsylvania
$23.9M
WTA
1790
Washington Trust Advisors
Massachusetts
$23.9M
RSS
1791
Rosenblum Silverman Sutton
California
$23.9M
FM
1792
Family Management
New York
$23.8M
WIA
1793
Westbourne Investment Advisors
Maryland
$23.8M
AWP
1794
Ascent Wealth Partners
New York
$23.8M
MWM
1795
Marietta Wealth Management
Georgia
$23.8M
GC
1796
Globeflex Capital
California
$23.8M
SSI
1797
Scott & Selber Inc
Texas
$23.8M
FCM
1798
Fogel Capital Management
Florida
$23.7M
CAC
1799
Core Alternative Capital
Georgia
$23.6M
MWA
1800
Miller Wealth Advisors
Colorado
$23.6M