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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
MCM
2451
Marathon Capital Management
Maryland
$12.2M
PP
2452
Pacifica Partners
Canada
$12.1M
ECM
2453
Elgethun Capital Management
South Dakota
$12.1M
UAG
2454
United Advisor Group
Ohio
$12.1M
AAM
2455
AR Asset Management
California
$12.1M
PWAM
2456
Pinnacle West Asset Management
Wyoming
$12.1M
HIM
2457
Herald Investment Management
United Kingdom
$12.1M
GP
2458
Geneva Partners
Wisconsin
$12.1M
CH
2459
Canton Hathaway
Rhode Island
$12.1M
LCM
2460
Leisure Capital Management
California
$12.1M
WPA
2461
Wealth Preservation Advisors
Tennessee
$12M
LF
2462
Lantz Financial
Illinois
$12M
RCG
2463
Regatta Capital Group
California
$12M
EIA
2464
Eastover Investment Advisors
North Carolina
$12M
TCOK
2465
Trust Company of Kansas
Kansas
$12M
DE
2466
Diversified Enterprises
Delaware
$12M
OFS
2467
OMC Financial Services
New York
$12M
SFA
2468
Souders Financial Advisors
Ohio
$11.9M
MCCP
2469
Mission Creek Capital Partners
California
$11.9M
SCI
2470
Stableford Capital II
Arizona
$11.9M
HWA
2471
HHM Wealth Advisors
Tennessee
$11.9M
FCAS
2472
First Command Advisory Services
Texas
$11.9M
AB
2473
Atlas Brown
Kentucky
$11.9M
TCM
2474
Tandem Capital Management
New Jersey
$11.9M
SLWA
2475
San Luis Wealth Advisors
California
$11.9M