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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
BFG
1951
Berger Financial Group
Minnesota
$20.2M
SFP
1952
Shepherd Financial Partners
Massachusetts
$20.2M
HCP
1953
Hamilton Capital Partners
Georgia
$20.2M
BMWM
1954
Brown Miller Wealth Management
Virginia
$20.1M
SP
1955
Stonebrook Private
Michigan
$20.1M
RBC
1956
Romano Brothers & Co
Illinois
$20.1M
SQA
1957
Simon Quick Advisors
New Jersey
$20M
UWM
1958
Udine Wealth Management
Florida
$20M
HP
1959
Hound Partners
New York
$19.9M
QC
1960
Quent Capital
New York
$19.9M
GSEP
1961
Golden State Equity Partners
California
$19.9M
ACP
1962
Aviance Capital Partners
Florida
$19.9M
DTC
1963
Davidson Trust Company
Washington
$19.9M
SCA
1964
Stokes Capital Advisors
South Carolina
$19.9M
BBP
1965
Banco BTG Pactual
Brazil
$19.9M
RGC
1966
Roberts, Glore & Co
Illinois
$19.9M
TPI
1967
Trust Point Inc
Wisconsin
$19.8M
SFP
1968
Sandbox Financial Partners
Maryland
$19.8M
SA
1969
Sovran Advisors
California
$19.8M
RCYC
1970
Richard C. Young & Co
Rhode Island
$19.8M
SC
1971
Savoie Capital
Illinois
$19.8M
4WM
1972
44 Wealth Management
Oregon
$19.7M
WIS
1973
Wright Investors Service
Connecticut
$19.7M
SC
1974
Searle & Co
Connecticut
$19.7M
NL
1975
NVWM LLC
Pennsylvania
$19.7M