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