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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
WA
2501
Wambolt & Associates
Colorado
$11.6M
WCM
2502
Wisconsin Capital Management
Wisconsin
$11.5M
AFG
2503
Allegheny Financial Group
Pennsylvania
$11.5M
AC
2504
Annandale Capital
Texas
$11.5M
GCM
2505
Genus Capital Management
British Columbia, Canada
$11.5M
AIM
2506
AMI Investment Management
Indiana
$11.5M
DRD
2507
Dennis R. Delaney
$11.5M
FAM
2508
Fulcrum Asset Management
United Kingdom
$11.5M
AFWM
2509
AMJ Financial Wealth Management
Virginia
$11.4M
AIA
2510
AssuredPartners Investment Advisors
Florida
$11.4M
SOS
2511
Silver Oak Securities
Tennessee
$11.4M
CAM
2512
Chesapeake Asset Management
New York
$11.4M
SFC
2513
SYM Financial Corp
Indiana
$11.4M
CFP
2514
Cascade Financial Partners
California
$11.4M
LAM
2515
LOM Asset Management
$11.4M
TWP
2516
Triad Wealth Partners
Kansas
$11.4M
CE
2517
Cornerstone Enterprises
Wisconsin
$11.4M
SC
2518
Solstein Capital
California
$11.3M
CPA
2519
Capital Performance Advisors
California
$11.3M
NF
2520
Nikulski Financial
Iowa
$11.3M
AC
2521
Arrow Capital
Australia
$11.3M
PWA
2522
Providence Wealth Advisors
Illinois
$11.3M
SAS
2523
Stelac Advisory Services
New York
$11.3M
SP
2524
Stablepoint Partners
Massachusetts
$11.3M
PB
2525
Pinnacle Bancorp
Nebraska
$11.3M