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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
OPTFSNA
2101
Old Point Trust & Financial Services N A
Virginia
$17.4M
FFS
2102
Founders Financial Securities
Maryland
$17.3M
TCBWMS
2103
Texas Capital Bank Wealth Management Services
Texas
$17.3M
NPPM
2104
North Point Portfolio Managers
Ohio
$17.3M
FBT
2105
First Bank & Trust
South Dakota
$17.3M
HDA
2106
Harold Davidson & Associates
California
$17.2M
GMFG
2107
Greater Midwest Financial Group
Minnesota
$17.2M
FNBOMD
2108
First National Bank of Mount Dora
Florida
$17.2M
QWP
2109
Quotient Wealth Partners
Texas
$17.2M
NP
2110
Nilsine Partners
Colorado
$17.2M
SWK
2111
Stephen W. Kidder
$17.2M
DWP
2112
Destiny Wealth Partners
Florida
$17.2M
NIP
2113
Nicholas Investment Partners
California
$17.1M
BWS
2114
Buck Wealth Strategies
Colorado
$17.1M
CCG
2115
Chatham Capital Group
Georgia
$17.1M
CIAS
2116
Capital Investment Advisory Services
North Carolina
$17.1M
GFA
2117
Gifford Fong Associates
California
$17.1M
FM
2118
Freemont Management
Switzerland
$17.1M
JWM
2119
Jupiter Wealth Management
Colorado
$17M
EIM
2120
Ervin Investment Management
Washington
$17M
LAM
2121
Lummis Asset Management
Texas
$17M
LA
2122
LVW Advisors
New York
$17M
AFM
2123
Abbot Financial Management
Massachusetts
$17M
EPIME
2124
Evelyn Partners Investment Management (Europe)
$17M
KA
2125
Klingman & Associates
New York
$16.9M