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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
ACA
1826
Aspire Capital Advisors
Washington
$23M
CAM
1827
Cozad Asset Management
Illinois
$23M
RIG
1828
Renaissance Investment Group
Massachusetts
$23M
RFMS
1829
RWQ Financial Management Services
Florida
$22.9M
HNB
1830
Hilltop National Bank
Wyoming
$22.9M
BHPW
1831
Beverly Hills Private Wealth
California
$22.9M
C
1832
Certuity
Florida
$22.9M
GGI
1833
GPM Growth Investors
Michigan
$22.8M
RCA
1834
Resonant Capital Advisors
Wisconsin
$22.8M
OC
1835
Oakworth Capital
Alabama
$22.7M
PWG
1836
Portside Wealth Group
Utah
$22.7M
ACM
1837
Adalta Capital Management
New York
$22.7M
SC
1838
Scholtz & Company
Connecticut
$22.6M
CA
1839
Continuum Advisory
Idaho
$22.6M
BHBT
1840
Burke & Herbert Bank & Trust
Virginia
$22.6M
HW
1841
Hedeker Wealth
Illinois
$22.6M
PWAM
1842
Private Wealth Asset Management
Iowa
$22.5M
VSI
1843
Verde Servicos Internacionais
Brazil
$22.5M
MP
1844
McDonald Partners
Ohio
$22.5M
FWP
1845
FAS Wealth Partners
Kansas
$22.4M
RMSCM
1846
R.M. Sincerbeaux Capital Management
New York
$22.4M
MSFS
1847
Main Street Financial Solutions
Pennsylvania
$22.4M
ACM
1848
AlphaStar Capital Management
North Carolina
$22.4M
SM
1849
STF Management
Texas
$22.3M
SFO
1850
Stenger Family Office
Illinois
$22.3M