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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
WCA
2001
Westover Capital Advisors
Delaware
$19.2M
MA
2002
MSA Advisors
California
$19.2M
IAS
2003
Investment Advisory Services
Texas
$19.2M
PWPS
2004
Pinnacle Wealth Planning Services
Ohio
$19.2M
HIC
2005
Harbor Island Capital
Massachusetts
$19.2M
BFA
2006
Bill Few Associates
Pennsylvania
$19.1M
JSA
2007
Jacobson & Schmitt Advisors
Wisconsin
$19.1M
BB
2008
Bell Bank
North Dakota
$19.1M
OIS
2009
Okabena Investment Services
Minnesota
$19.1M
WAG
2010
Winthrop Advisory Group
Massachusetts
$19.1M
ADL
2011
Asset Dedication LLC
California
$19.1M
ICP
2012
Impact Capital Partners
Colorado
$19.1M
ZDA
2013
Zweig-DiMenna Associates
New York
$19.1M
SIA
2014
SeaBridge Investment Advisors
New Jersey
$19M
AA
2015
Alta Advisers
United Kingdom
$19M
AT
2016
American Trust
Kentucky
$19M
PL
2017
Plancorp LLC
Missouri
$18.9M
MCM
2018
Mattern Capital Management
Colorado
$18.9M
BAM
2019
Brave Asset Management
New Jersey
$18.9M
BCA
2020
Bay Colony Advisors
Massachusetts
$18.9M
TBT
2021
Texas Bank & Trust
Texas
$18.9M
RWA
2022
Roberts Wealth Advisors
California
$18.8M
OSNBOA
2023
Old Second National Bank of Aurora
Illinois
$18.8M
TP
2024
Tranquility Partners
Tennessee
$18.8M
PS
2025
Pennant Select
New Jersey
$18.8M