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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
ALAM
2526
Asahi Life Asset Management
Japan
$11.3M
EFG
2527
Ethos Financial Group
Pennsylvania
$11.3M
VFA
2528
Voya Financial Advisors
Connecticut
$11.2M
RFA
2529
Resurgent Financial Advisors
Georgia
$11.2M
SCM
2530
SOL Capital Management
Maryland
$11.2M
ISWM
2531
Independent Solutions Wealth Management
New York
$11.2M
AWC
2532
Abundance Wealth Counselors
Pennsylvania
$11.2M
CA
2533
Centerpoint Advisors
Massachusetts
$11.2M
CFMC
2534
Curbstone Financial Management Corp
New Hampshire
$11.2M
WW
2535
Windle Wealth
Oklahoma
$11.2M
PWM
2536
Pines Wealth Management
North Carolina
$11.2M
ECML
2537
Eagle Capital Management (Louisiana)
Louisiana
$11.2M
AGWCA
2538
Annis Gardner Whiting Capital Advisors
Florida
$11.2M
BEC
2539
Blue Edge Capital
Virginia
$11.1M
3IP
2540
3Chopt Investment Partners
Virginia
$11.1M
CWG
2541
Crown Wealth Group
North Carolina
$11.1M
CPWA
2542
Cerro Pacific Wealth Advisors
California
$11.1M
BL
2543
BCWM LLC
Kansas
$11.1M
SDWMA
2544
Schneider Downs Wealth Management Advisors
Pennsylvania
$11.1M
GF
2545
Gries Financial
Ohio
$11M
ICM
2546
IMS Capital Management
Oregon
$11M
RCA
2547
Riverview Capital Advisers
Massachusetts
$11M
MLIC
2548
Mandatum Life Insurance Company
Finland
$11M
MPWS
2549
McCarter Private Wealth Services
Massachusetts
$11M
CCC
2550
Chelsea Counsel Company
California
$11M