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Microsoft

5,741 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 235 funds opening new positions, 2,536 increasing their positions, 2,589 reducing their positions, and 108 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:

1.57% more ownership

Funds ownership: 70.77%72.34% (+1.6%)

1% more funds holding

Funds holding: 5,6995,741 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,536 | Existing positions reduced: 2,589

Holders
5,741
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,110
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
FFS
2026
Fischer Financial Services
Pennsylvania
$18.6M
HCM
2027
Hall Capital Management
Rhode Island
$18.5M
MA
2028
MYDA Advisors
New York
$18.5M
WHGC
2029
Wealth High Governance Capital
Brazil
$18.5M
FNBTCON
2030
First National Bank & Trust Co of Newtown
Pennsylvania
$18.5M
APWM
2031
Argonautica Private Wealth Management
Massachusetts
$18.5M
CI
2032
Cavalier Investments
Georgia
$18.5M
MJP
2033
Michael J. Puzo
$18.4M
OCAM
2034
Owl Creek Asset Management
New York
$18.4M
AA
2035
Armis Advisers
Georgia
$18.4M
CAM
2036
Costello Asset Management
Pennsylvania
$18.4M
HWMO
2037
Heritage Wealth Management (Ohio)
Ohio
$18.4M
V
2038
VeraBank
Texas
$18.3M
DA
2039
Dover Advisors
Virginia
$18.3M
SAW
2040
Signal Advisors Wealth
Michigan
$18.3M
HW
2041
HORAN Wealth
Ohio
$18.3M
NC
2042
NBW Capital
Massachusetts
$18.3M
FAM
2043
Formidable Asset Management
Ohio
$18.3M
CBT
2044
Central Bank & Trust
Kentucky
$18.3M
TIP
2045
Torray Investment Partners
Maryland
$18.2M
PAIM
2046
Punch & Associates Investment Management
Minnesota
$18.2M
MFWM
2047
Motley Fool Wealth Management
Virginia
$18.2M
BFA
2048
Benedict Financial Advisors
Georgia
$18.2M
MMPW
2049
Mitchell McLeod Pugh & Williams
Alabama
$18.2M
IC
2050
Iconiq Capital
California
$18.2M