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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
PPWM
2176
Paragon Private Wealth Management
Kentucky
$16.2M
AR
2177
Advisory Research
Illinois
$16.1M
PCA
2178
Prosperity Capital Advisors
Ohio
$16.1M
MC
2179
Muhlenkamp & Co
Pennsylvania
$16.1M
RBFC
2180
Roman Butler Fullerton & Co
Missouri
$16.1M
TWA
2181
TCI Wealth Advisors
Arizona
$16.1M
CWM
2182
Chronos Wealth Management
Florida
$16.1M
BDL
2183
Banque de Luxembourg
Luxembourg
$16M
BFO
2184
Biltmore Family Office
North Carolina
$16M
JGUA
2185
John G. Ullman & Associates
New York
$16M
GCM
2186
GKV Capital Management
California
$16M
CA
2187
CoreCap Advisors
Michigan
$16M
EWM
2188
Elevatus Welath Management
New York
$16M
CD
2189
Chapin Davis
Maryland
$16M
MGWM
2190
Marks Group Wealth Management
Minnesota
$15.9M
PCH
2191
PGIM Custom Harvest
New Jersey
$15.9M
SICM
2192
Sustainable Insight Capital Management
New York
$15.9M
NMG
2193
New Millennium Group
Utah
$15.9M
ATS
2194
Ashton Thomas Securities
New York
$15.9M
OL
2195
Optas LLC
Texas
$15.9M
BDL
2196
Bey-Douglas LLC
Georgia
$15.9M
FCA
2197
Fortis Capital Advisors
Kansas
$15.8M
BCFD
2198
Boit C.F. David
$15.8M
PI
2199
Point72 Italy
Italy
$15.8M
AWM
2200
Aprio Wealth Management
Georgia
$15.8M