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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
BCP
1926
Bluegrass Capital Partners
Florida
$20.6M
PFGIA
1927
Patriot Financial Group Insurance Agency
Massachusetts
$20.6M
PAMG
1928
Patton Albertson Miller Group
Tennessee
$20.6M
CFS
1929
CRA Financial Services
New Jersey
$20.6M
BRM
1930
Boston Research & Management
Massachusetts
$20.6M
UB
1931
Umpqua Bank
Oregon
$20.6M
RB
1932
Rodgers Brothers
Pennsylvania
$20.6M
JHCP
1933
Jackson Hole Capital Partners
Oklahoma
$20.5M
MIC
1934
Maxi Investments CY
Cyprus
$20.5M
CPRC
1935
Consolidated Portfolio Review Corp
New York
$20.5M
EBSAM
1936
Eubel Brady & Suttman Asset Management
Ohio
$20.5M
WCM
1937
Whitener Capital Management
North Carolina
$20.5M
GWANC
1938
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.4M
PCMK
1939
Paragon Capital Management (Kansas)
Kansas
$20.4M
WFG
1940
Wills Financial Group
Virginia
$20.4M
SFG
1941
Snider Financial Group
Washington
$20.4M
WAS
1942
Winch Advisory Services
Wisconsin
$20.3M
TCM
1943
Thames Capital Management
New Jersey
$20.3M
AFP
1944
Ausdal Financial Partners
Iowa
$20.3M
ISB
1945
Iowa State Bank
Iowa
$20.3M
UHC
1946
Union Heritage Capital
Michigan
$20.2M
LWL
1947
Leo Wealth LLC
Texas
$20.2M
KCPG
1948
Kavar Capital Partners Group
Kansas
$20.2M
LGWM
1949
Litman Gregory Wealth Management
California
$20.2M
BE
1950
Bonness Enterprises
District of Columbia
$20.2M