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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
LKIM
1876
Lawson Kroeker Investment Management
Nebraska
$21.5M
OFG
1877
Oxford Financial Group
Indiana
$21.5M
MG
1878
Marex Group
$21.5M
KWM
1879
Keebeck Wealth Management
Illinois
$21.5M
CA
1880
Cache Advisors
California
$21.4M
MAM
1881
Morse Asset Management
Connecticut
$21.4M
FIB
1882
First Interstate Bank
Montana
$21.4M
GM
1883
GeoWealth Management
Illinois
$21.3M
FPGK
1884
Financial Partners Group (Kansas)
Kansas
$21.3M
BFW
1885
Brady Family Wealth
Missouri
$21.3M
IC
1886
Inscription Capital
Texas
$21.3M
MWA
1887
Moser Wealth Advisors
Washington
$21.3M
ACM
1888
Allred Capital Management
Texas
$21.3M
IA
1889
IFG Advisory
Georgia
$21.2M
NAMM
1890
NorthStar Asset Management (Massachusetts)
Massachusetts
$21.2M
PG
1891
Patten Group
Tennessee
$21.1M
PFS
1892
Physicians Financial Services
North Carolina
$21.1M
ACM
1893
Alight Capital Management
New York
$21.1M
SHFA
1894
SS&H Financial Advisors
Michigan
$21.1M
TCCM
1895
Timber Creek Capital Management
Massachusetts
$21.1M
MFA
1896
Mayflower Financial Advisors
Massachusetts
$21.1M
YLHM
1897
Yelin Lapidot Holdings Management
Israel
$21M
HL
1898
HeadInvest LLC
Maine
$21M
AFCM
1899
Alta Fox Capital Management
Texas
$21M
LSPW
1900
Lake Street Private Wealth
Illinois
$21M