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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
LSWM
2301
Lorne Steinberg Wealth Management
Canada
$14.2M
KFI
2302
Key Financial Inc
Pennsylvania
$14.2M
JSL
2303
JT Stratford LLC
Georgia
$14.1M
FBT
2304
First Bankers Trust
Kentucky
$14.1M
VCP
2305
Vista Capital Partners
Oregon
$14.1M
EAM
2306
Evanson Asset Management
California
$14.1M
WA
2307
WealthTrust Axiom
Pennsylvania
$14.1M
GS
2308
GWN Securities
Florida
$14.1M
EAM
2309
Eukles Asset Management
Ohio
$14.1M
OFS
2310
OneAscent Financial Services
Alabama
$14.1M
TPW
2311
Transatlantique Private Wealth
New York
$14.1M
VWM
2312
VCI Wealth Management
Missouri
$14.1M
BIA
2313
Beacon Investment Advisors
Maryland
$14.1M
GWMIA
2314
Global Wealth Management Investment Advisory
Florida
$14.1M
OIM
2315
Orca Investment Management
Oregon
$14M
MWA
2316
Midland Wealth Advisors
Illinois
$14M
BO
2317
Bank OZK
Arkansas
$14M
CAWM
2318
Capital Advisors Wealth Management
Washington
$14M
CCIA
2319
Cherry Creek Investment Advisors
Colorado
$14M
GCM
2320
Greenland Capital Management
New York
$14M
AT
2321
Arlington Trust
Alabama
$14M
OC
2322
Oarsman Capital
Wisconsin
$14M
WI
2323
WrapManager Inc
California
$13.9M
MIC
2324
Meridian Investment Counsel
California
$13.9M
BFIC
2325
Bedell Frazier Investment Counselling
California
$13.9M