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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
KCG
2376
Kinsale Capital Group
Virginia
$13.2M
TNA
2377
True North Advisors
Texas
$13.1M
ICP
2378
Interchange Capital Partners
Pennsylvania
$13.1M
EFSCE
2379
Enterprise Financial Services Corp (EFSC)
Missouri
$13.1M
HFM
2380
Hartford Financial Management
Connecticut
$13.1M
CCM
2381
Chaney Capital Management
Washington
$13.1M
RCM
2382
Radnor Capital Management
Pennsylvania
$13.1M
NC
2383
NovaPoint Capital
Georgia
$13.1M
WIM
2384
Westside Investment Management
California
$13.1M
S
2385
SimplyRich
California
$13M
BOPW
2386
Brandywine Oak Private Wealth
Pennsylvania
$13M
MG
2387
McHugh Group
Ohio
$13M
BPWM
2388
BCS Private Wealth Management
New Jersey
$13M
SEEDPG
2389
S.E.E.D. Planning Group
New York
$13M
JFA
2390
JNBA Financial Advisors
Minnesota
$13M
BCM
2391
Berbice Capital Management
New York
$12.9M
HA
2392
Harbor Advisors
Florida
$12.9M
PGWM
2393
Parisi Gray Wealth Management
New Jersey
$12.9M
CRI
2394
Commonwealth Retirement Investments
Virginia
$12.9M
CCAM
2395
Cascades Capital Asset Management
North Carolina
$12.9M
CMS
2396
Capital Market Strategies
Florida
$12.9M
SIAP
2397
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12.9M
BWA
2398
Blodgett Wealth Advisors
California
$12.9M
BHB
2399
Bank Hapoalim BM
Israel
$12.8M
MSS
2400
Mitchell Sinkler & Starr
Pennsylvania
$12.8M