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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
BIG
2126
Brooklyn Investment Group
New York
$16.9M
LWP
2127
LMG Wealth Partners
Louisiana
$16.9M
CAS
2128
Coppell Advisory Solutions
Texas
$16.9M
ST
2129
Somerset Trust
Pennsylvania
$16.9M
NFSG
2130
Newbridge Financial Services Group
Florida
$16.9M
MS
2131
Marshall & Sullivan
Washington
$16.8M
FFA
2132
Founders Financial Alliance
North Carolina
$16.8M
BTD
2133
BankPlus Trust Department
Mississippi
$16.8M
COI
2134
Connable Office Inc
Michigan
$16.8M
NB
2135
Northwest Bancshares
Pennsylvania
$16.8M
AWM
2136
Affinity Wealth Management
Delaware
$16.8M
SIA
2137
Strategic Investment Advisors
Michigan
$16.8M
FP
2138
Financial Perspectives
Minnesota
$16.7M
KAS
2139
Kemnay Advisory Services
New York
$16.7M
PIM
2140
Parker Investment Management
California
$16.7M
MCP
2141
Mirador Capital Partners
California
$16.7M
BA
2142
Birinyi Associates
Connecticut
$16.7M
BFC
2143
Bedel Financial Consulting
Indiana
$16.6M
HBWM
2144
Hollow Brook Wealth Management
New York
$16.6M
SAM
2145
Shikiar Asset Management
New York
$16.6M
MIM
2146
Miller Investment Management
Pennsylvania
$16.6M
SFM
2147
Soros Fund Management
New York
$16.6M
RMAM
2148
Raab & Moskowitz Asset Management
New Jersey
$16.6M
VF
2149
Virtu Financial
New York
$16.6M
ZIG
2150
Zullo Investment Group
Pennsylvania
$16.6M