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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
SFI
2276
SPC Financial Inc
Maryland
$14.4M
TWP
2277
Tyche Wealth Partners
Texas
$14.4M
AIA
2278
AIMZ Investment Advisors
California
$14.4M
AW
2279
Atlas Wealth
Ohio
$14.4M
LI
2280
LRI Investments
Florida
$14.4M
AIS
2281
AM Investment Strategies
Tennessee
$14.4M
SL
2282
Sentry LLC
Tennessee
$14.3M
PDL
2283
Portfolio Design Labs
California
$14.3M
BCM
2284
Buckhead Capital Management
Georgia
$14.3M
HCA
2285
Harbour Capital Advisors
Virginia
$14.3M
FPGT
2286
Financial Partners Group (Tennessee)
Tennessee
$14.3M
SLG
2287
Stanley-Laman Group
Pennsylvania
$14.3M
CA
2288
CGN Advisors
Kansas
$14.3M
CLA
2289
Carnegie Lake Advisors
New Jersey
$14.3M
ESB
2290
Essex Savings Bank
Connecticut
$14.3M
PDM
2291
Penn Davis McFarland
Texas
$14.3M
GAMH
2292
Greenwoods Asset Management (HK)
Hong Kong
$14.3M
CFGW
2293
Chancellor Financial Group WB
Pennsylvania
$14.2M
BIP
2294
Blueprint Investment Partners
North Carolina
$14.2M
HBT
2295
Heartland Bank & Trust
Illinois
$14.2M
EI
2296
Ellevest Inc
New York
$14.2M
EA
2297
Enclave Advisors
Texas
$14.2M
IP
2298
Ignite Planners
California
$14.2M
BPAMU
2299
BTG Pactual Asset Management US
New York
$14.2M
CWM
2300
Chesapeake Wealth Management
Virginia
$14.2M