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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
PTP
2076
Platform Technology Partners
New York
$17.8M
AF
2077
Arrow Financial
New York
$17.7M
LIP
2078
Lighthouse Investment Partners
Florida
$17.7M
TSM
2079
Two Star Manager
Florida
$17.7M
WP
2080
Westmount Partners
California
$17.7M
AF
2081
Apollon Financial
South Carolina
$17.7M
SWA
2082
SOA Wealth Advisors
New York
$17.7M
HWAM
2083
Hennion & Walsh Asset Management
New Jersey
$17.6M
TC
2084
TFR Capital
Texas
$17.6M
BPC
2085
Bearing Point Capital
Minnesota
$17.6M
CNBTD
2086
Citizens National Bank Trust Department
Mississippi
$17.6M
BIG
2087
Brookwood Investment Group
Arizona
$17.6M
RCM
2088
Rockbridge Capital Management
Virginia
$17.6M
TWM
2089
Tradition Wealth Management
Minnesota
$17.6M
AWM
2090
Aries Wealth Management
Maine
$17.5M
LFA
2091
Legacy Financial Advisors
Kentucky
$17.5M
FSCM
2092
First Sabrepoint Capital Management
Texas
$17.4M
VBFG
2093
Vishria Bird Financial Group
Tennessee
$17.4M
OPTFSNA
2094
Old Point Trust & Financial Services N A
Virginia
$17.4M
FFS
2095
Founders Financial Securities
Maryland
$17.3M
TCBWMS
2096
Texas Capital Bank Wealth Management Services
Texas
$17.3M
NPPM
2097
North Point Portfolio Managers
Ohio
$17.3M
FBT
2098
First Bank & Trust
South Dakota
$17.3M
HDA
2099
Harold Davidson & Associates
California
$17.2M
GMFG
2100
Greater Midwest Financial Group
Minnesota
$17.2M