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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
CBT
2051
Central Bank & Trust
Kentucky
$18.3M
TIP
2052
Torray Investment Partners
Maryland
$18.2M
PAIM
2053
Punch & Associates Investment Management
Minnesota
$18.2M
MFWM
2054
Motley Fool Wealth Management
Virginia
$18.2M
BFA
2055
Benedict Financial Advisors
Georgia
$18.2M
MMPW
2056
Mitchell McLeod Pugh & Williams
Alabama
$18.2M
IC
2057
Iconiq Capital
California
$18.2M
DIM
2058
DLK Investment Management
California
$18.1M
MFS
2059
Mirabella Financial Services
United Kingdom
$18.1M
DA
2060
DCM Advisors
New York
$18.1M
DFCM
2061
Dark Forest Capital Management
Puerto Rico
$18.1M
MPCL
2062
My Personal CFO LLC
Washington
$18.1M
KNW
2063
Kesler Norman & Wride
Utah
$18.1M
LAM
2064
L2 Asset Management
Massachusetts
$18.1M
BGC
2065
Beutel, Goodman & Co
Ontario, Canada
$18M
ACM
2066
Aljian Capital Management
Nevada
$18M
HCM
2067
Heathbridge Capital Management
Ontario, Canada
$18M
RCM
2068
Ratan Capital Management
Florida
$18M
PAM
2069
Pegasus Asset Management
New York
$18M
CICC
2070
Capital Investment Counsel (Colorado)
Colorado
$18M
LI
2071
Lafayette Investments
Maryland
$17.9M
RRA
2072
Round Rock Advisors
Connecticut
$17.9M
CCM
2073
Consolidated Capital Management
California
$17.9M
SSWM
2074
Strait & Sound Wealth Management
California
$17.9M
STAS
2075
Strong Tower Advisory Services
Minnesota
$17.9M