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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
NG
2251
NWK Group
California
$14.9M
TCM
2252
Telos Capital Management
California
$14.9M
DBIA
2253
Dumont & Blake Investment Advisors
New Jersey
$14.8M
PHIC
2254
Pine Haven Investment Counsel
Massachusetts
$14.8M
NCM
2255
Northwest Capital Management
Oregon
$14.8M
BLC
2256
Brown, Lisle/Cummings
Rhode Island
$14.8M
UCI
2257
Uncommon Cents Investing
Wisconsin
$14.8M
CCFM
2258
Clear Creek Financial Management
Washington
$14.8M
WC
2259
Wynn Capital
Georgia
$14.8M
WWM
2260
Westwood Wealth Management
California
$14.7M
CIM
2261
Chapman Investment Management
California
$14.7M
RBCM
2262
Raub Brock Capital Management
California
$14.7M
DFA
2263
Delta Financial Advisors
Louisiana
$14.7M
FWM
2264
Finer Wealth Management
Massachusetts
$14.7M
RFN
2265
RDA Financial Network
Iowa
$14.7M
SFG
2266
Stonebridge Financial Group
Pennsylvania
$14.6M
WEG
2267
World Equity Group
Illinois
$14.6M
FWA
2268
FSM Wealth Advisors
Ohio
$14.6M
KAM
2269
Knightsbridge Asset Management
California
$14.6M
GWM
2270
Glass Wealth Management
Texas
$14.6M
KIC
2271
Kensington Investment Counsel
California
$14.5M
MCM
2272
McDonough Capital Management
Florida
$14.5M
CCA
2273
Childress Capital Advisors
Texas
$14.4M
SCP
2274
Seizert Capital Partners
Michigan
$14.4M
CA
2275
Cambridge Advisors
Nebraska
$14.4M