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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
CPA
2526
Capital Performance Advisors
California
$11.3M
NF
2527
Nikulski Financial
Iowa
$11.3M
AC
2528
Arrow Capital
Australia
$11.3M
PWA
2529
Providence Wealth Advisors
Illinois
$11.3M
SAS
2530
Stelac Advisory Services
New York
$11.3M
SP
2531
Stablepoint Partners
Massachusetts
$11.3M
PB
2532
Pinnacle Bancorp
Nebraska
$11.3M
ALAM
2533
Asahi Life Asset Management
Japan
$11.3M
EFG
2534
Ethos Financial Group
Pennsylvania
$11.3M
SP
2535
Saranac Partners
$11.2M
VFA
2536
Voya Financial Advisors
Connecticut
$11.2M
RFA
2537
Resurgent Financial Advisors
Georgia
$11.2M
SCM
2538
SOL Capital Management
Maryland
$11.2M
ISWM
2539
Independent Solutions Wealth Management
New York
$11.2M
AWC
2540
Abundance Wealth Counselors
Pennsylvania
$11.2M
CA
2541
Centerpoint Advisors
Massachusetts
$11.2M
CFMC
2542
Curbstone Financial Management Corp
New Hampshire
$11.2M
WW
2543
Windle Wealth
Oklahoma
$11.2M
PWM
2544
Pines Wealth Management
North Carolina
$11.2M
ECML
2545
Eagle Capital Management (Louisiana)
Louisiana
$11.2M
AGWCA
2546
Annis Gardner Whiting Capital Advisors
Florida
$11.2M
BEC
2547
Blue Edge Capital
Virginia
$11.1M
3IP
2548
3Chopt Investment Partners
Virginia
$11.1M
CWG
2549
Crown Wealth Group
North Carolina
$11.1M
APW
2550
Aventura Private Wealth
Florida
$11.1M