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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
CPWA
2551
Cerro Pacific Wealth Advisors
California
$11.1M
BL
2552
BCWM LLC
Kansas
$11.1M
SDWMA
2553
Schneider Downs Wealth Management Advisors
Pennsylvania
$11.1M
GF
2554
Gries Financial
Ohio
$11M
ICM
2555
IMS Capital Management
Oregon
$11M
RCA
2556
Riverview Capital Advisers
Massachusetts
$11M
MLIC
2557
Mandatum Life Insurance Company
Finland
$11M
MPWS
2558
McCarter Private Wealth Services
Massachusetts
$11M
CCC
2559
Chelsea Counsel Company
California
$11M
BCG
2560
Breakwater Capital Group
New Jersey
$11M
AAMA
2561
Advanced Asset Management Advisors
Ohio
$11M
SXL
2562
Summit X LLC
Missouri
$11M
SIS
2563
Sound Income Strategies
Florida
$10.9M
LCM
2564
LCM Capital Management
Illinois
$10.9M
GITFIT
2565
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$10.9M
RAM
2566
RedJay Asset Management
Ontario, Canada
$10.9M
PSB
2567
Piscataqua Savings Bank
New Hampshire
$10.9M
DI
2568
Diligent Investors
California
$10.9M
LFP
2569
Lakeshore Financial Planning
Michigan
$10.9M
FWM
2570
Forefront Wealth Management
Pennsylvania
$10.9M
CFS
2571
Commonwealth Financial Services
West Virginia
$10.9M
HNW
2572
High Note Wealth
Minnesota
$10.9M
SMF
2573
Scott Marsh Financial
Utah
$10.8M
FC
2574
Forte Capital
New York
$10.8M
SCP
2575
Sivia Capital Partners
California
$10.8M