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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
RCA
1826
Resonant Capital Advisors
Wisconsin
$22.8M
OC
1827
Oakworth Capital
Alabama
$22.7M
PWG
1828
Portside Wealth Group
Utah
$22.7M
ACM
1829
Adalta Capital Management
New York
$22.7M
SC
1830
Scholtz & Company
Connecticut
$22.6M
CA
1831
Continuum Advisory
Idaho
$22.6M
BHBT
1832
Burke & Herbert Bank & Trust
Virginia
$22.6M
HW
1833
Hedeker Wealth
Illinois
$22.6M
PWAM
1834
Private Wealth Asset Management
Iowa
$22.5M
VSI
1835
Verde Servicos Internacionais
Brazil
$22.5M
MP
1836
McDonald Partners
Ohio
$22.5M
FWP
1837
FAS Wealth Partners
Kansas
$22.4M
RMSCM
1838
R.M. Sincerbeaux Capital Management
New York
$22.4M
MSFS
1839
Main Street Financial Solutions
Pennsylvania
$22.4M
ACM
1840
AlphaStar Capital Management
North Carolina
$22.4M
SM
1841
STF Management
Texas
$22.3M
SFO
1842
Stenger Family Office
Illinois
$22.3M
CBTWT
1843
Community Bank & Trust (Waco, Texas)
Texas
$22.3M
ACM
1844
Accent Capital Management
Ohio
$22.2M
AAP
1845
Arax Advisory Partners
Colorado
$22.2M
VNA
1846
Valley National Advisers
Pennsylvania
$22.2M
DR
1847
Davis Rea
Ontario, Canada
$22.2M
PM
1848
Penbrook Management
New York
$22.2M
LFP
1849
Leeward Financial Partners
Washington
$22.2M
TM
1850
TigerOak Management
New Mexico
$22.1M