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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
MCC
1976
Money Concepts Capital
Florida
$19.7M
KFA
1977
Kelleher Financial Advisors
New York
$19.6M
GAM
1978
Grandview Asset Management
Pennsylvania
$19.6M
AO
1979
Advisor OS
Illinois
$19.6M
BCM
1980
Barrier Capital Management
California
$19.6M
MC
1981
Montag & Caldwell
Georgia
$19.6M
IPW
1982
Inlet Private Wealth
Florida
$19.6M
WKWM
1983
Walter & Keenan Wealth Management
Indiana
$19.5M
GCM
1984
Gibraltar Capital Management
Oklahoma
$19.5M
HIP
1985
Harrell Investment Partners
Texas
$19.5M
NCGI
1986
Next Century Growth Investors
Minnesota
$19.5M
AI
1987
Accredited Investors
Minnesota
$19.5M
ME
1988
McIlrath & Eck
Washington
$19.5M
OL
1989
one8zero8 LLC
North Carolina
$19.4M
IA
1990
Intellus Advisors
Florida
$19.4M
JSC
1991
Jackson Square Capital
California
$19.4M
NFT
1992
Nan Fung Trinity
Hong Kong
$19.4M
CCAM
1993
Codex Capital Asset Management
Texas
$19.4M
CWP
1994
Concord Wealth Partners
Virginia
$19.4M
CAMV
1995
Concord Asset Management (Virginia)
Virginia
$19.4M
BA
1996
Baugh & Associates
Georgia
$19.3M
SIM
1997
Seaview Investment Managers
Florida
$19.3M
AFGAS
1998
Allegiance Financial Group Advisory Services
Virginia
$19.3M
AA
1999
Apriem Advisors
California
$19.3M
PCR
2000
Potrero Capital Research
California
$19.2M