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Microsoft

5,744 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, 2,537 increasing their positions, 2,590 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: 5,7015,744 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,537 | Existing positions reduced: 2,590

Holders
5,744
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,112
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
IC
2051
Iconiq Capital
California
$18.2M
DIM
2052
DLK Investment Management
California
$18.1M
MFS
2053
Mirabella Financial Services
United Kingdom
$18.1M
DA
2054
DCM Advisors
New York
$18.1M
DFCM
2055
Dark Forest Capital Management
Puerto Rico
$18.1M
MPCL
2056
My Personal CFO LLC
Washington
$18.1M
KNW
2057
Kesler Norman & Wride
Utah
$18.1M
LAM
2058
L2 Asset Management
Massachusetts
$18.1M
BGC
2059
Beutel, Goodman & Co
Ontario, Canada
$18M
ACM
2060
Aljian Capital Management
Nevada
$18M
HCM
2061
Heathbridge Capital Management
Ontario, Canada
$18M
RCM
2062
Ratan Capital Management
Florida
$18M
PAM
2063
Pegasus Asset Management
New York
$18M
CICC
2064
Capital Investment Counsel (Colorado)
Colorado
$18M
LI
2065
Lafayette Investments
Maryland
$17.9M
RRA
2066
Round Rock Advisors
Connecticut
$17.9M
CCM
2067
Consolidated Capital Management
California
$17.9M
SSWM
2068
Strait & Sound Wealth Management
California
$17.9M
STAS
2069
Strong Tower Advisory Services
Minnesota
$17.9M
ISFAN
2070
Investor's Fiduciary Advisor Network
Washington
$17.8M
GFG
2071
Greystone Financial Group
Michigan
$17.8M
GWSG
2072
GPS Wealth Strategies Group
Colorado
$17.8M
PGA
2073
Portland Global Advisors
Maine
$17.8M
PIA
2074
Perennial Investment Advisors
California
$17.8M
CA
2075
CV Advisors
Florida
$17.8M