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Microsoft

5,739 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,533 increasing their positions, 2,589 reducing their positions, and 108 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:

1.57% more ownership

Funds ownership: 70.77%72.34% (+1.6%)

1% more funds holding

Funds holding: 5,6965,739 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,589

Holders
5,739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,110
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
HA
2476
Hamel Associates
New Jersey
$11.8M
RCA
2477
Roberts Capital Advisors
Colorado
$11.8M
TWM
2478
Tanager Wealth Management
United Kingdom
$11.8M
FFG
2479
Frisch Financial Group
New York
$11.8M
PWAM
2480
Papamarkou Wellner Asset Management
New York
$11.8M
CCG
2481
Ceeto Capital Group
Florida
$11.8M
KA
2482
Kercheville Advisors
Texas
$11.8M
RCIM
2483
Red Cedar Investment Management
Michigan
$11.8M
GAG
2484
Goodman Advisory Group
Massachusetts
$11.7M
UCMOK
2485
United Capital Management of KS
Kansas
$11.7M
TSWM
2486
Tyler-Stone Wealth Management
Ohio
$11.7M
CWAG
2487
Compton Wealth Advisory Group
Virginia
$11.7M
EW
2488
Elyxium Wealth
California
$11.7M
AWM
2489
Arista Wealth Management
Nevada
$11.7M
HWP
2490
Highline Wealth Partners
California
$11.7M
CCM
2491
Corsair Capital Management
New York
$11.7M
BCPWM
2492
Bradley & Co Private Wealth Management
Florida
$11.7M
TI
2493
TTP Investments
California
$11.7M
EML
2494
Eos Management LP
New York
$11.7M
GWM
2495
Gibbs Wealth Management
Georgia
$11.6M
TRIA
2496
Trail Ridge Investment Advisors
Colorado
$11.6M
AWAU
2497
Alliance Wealth Advisors (Utah)
Utah
$11.6M
MIM
2498
Moseley Investment Management
Florida
$11.6M
PCM
2499
Poehling Capital Management
Wisconsin
$11.6M
MSG
2500
Main Street Group
Virginia
$11.6M