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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
FAG
2351
Fortitude Advisory Group
Washington
$13.5M
LIM
2352
Loudon Investment Management
New Hampshire
$13.5M
JC
2353
JB Capital
Connecticut
$13.5M
MA
2354
Menlo Advisors
California
$13.5M
GSB
2355
Greenfield Savings Bank
Massachusetts
$13.5M
BCM
2356
Beck Capital Management
Texas
$13.5M
BA
2357
Ballast Advisors
Minnesota
$13.5M
MCCA
2358
Mill Creek Capital Advisors
Pennsylvania
$13.5M
BFA
2359
Buttonwood Financial Advisors
Maryland
$13.5M
1C
2360
111 Capital
France
$13.4M
HR
2361
Hardy Reed
Mississippi
$13.4M
IIC
2362
Integrated Investment Consultants
Michigan
$13.4M
MWM
2363
MGB Wealth Management
Texas
$13.4M
DWM
2364
Drive Wealth Management
Utah
$13.4M
KFP
2365
Keystone Financial Planning
Ohio
$13.4M
SMC
2366
Smith, Moore & Co
Missouri
$13.4M
BCCM
2367
Bridge Creek Capital Management
Massachusetts
$13.3M
EM
2368
Excalibur Management
Massachusetts
$13.3M
HAM
2369
Harmony Asset Management
Arizona
$13.2M
GSWM
2370
Golden State Wealth Management
California
$13.2M
FBC
2371
Fairfield, Bush & Co
Connecticut
$13.2M
HA
2372
Huntleigh Advisors
Missouri
$13.2M
WFG
2373
Wormser Freres Gestion
France
$13.2M
ITC
2374
Inspire Trust Company
Nevada
$13.2M
IA
2375
IFC Advisors
California
$13.2M