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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
RAM
2476
Redmond Asset Management
Virginia
$11.9M
FPB
2477
First PREMIER Bank
South Dakota
$11.9M
HWMG
2478
Hurlow Wealth Management Group
Indiana
$11.9M
RS
2479
Retirement Solution
Washington
$11.9M
CFFP
2480
Center for Financial Planning
Michigan
$11.9M
TCM
2481
Tradewinds Capital Management
Washington
$11.9M
FIM
2482
Freedom Investment Management
Connecticut
$11.8M
PAA
2483
Peregrine Asset Advisers
Oregon
$11.8M
HA
2484
Hamel Associates
New Jersey
$11.8M
RCA
2485
Roberts Capital Advisors
Colorado
$11.8M
TWM
2486
Tanager Wealth Management
United Kingdom
$11.8M
FFG
2487
Frisch Financial Group
New York
$11.8M
PWAM
2488
Papamarkou Wellner Asset Management
New York
$11.8M
CCG
2489
Ceeto Capital Group
Florida
$11.8M
KA
2490
Kercheville Advisors
Texas
$11.8M
RCIM
2491
Red Cedar Investment Management
Michigan
$11.8M
GAG
2492
Goodman Advisory Group
Massachusetts
$11.7M
UCMOK
2493
United Capital Management of KS
Kansas
$11.7M
TSWM
2494
Tyler-Stone Wealth Management
Ohio
$11.7M
CWAG
2495
Compton Wealth Advisory Group
Virginia
$11.7M
EW
2496
Elyxium Wealth
California
$11.7M
AWM
2497
Arista Wealth Management
Nevada
$11.7M
HWP
2498
Highline Wealth Partners
California
$11.7M
CCM
2499
Corsair Capital Management
New York
$11.7M
BCPWM
2500
Bradley & Co Private Wealth Management
Florida
$11.7M