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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
RCWM
2651
Royal Capital Wealth Management
Indiana
$10.1M
LSC
2652
Lesa Sroufe & Co
Washington
$10.1M
ECM
2653
EagleClaw Capital Management
Massachusetts
$10.1M
BRA
2654
Bender Robert & Associates
California
$10.1M
QPWM
2655
Quadrant Private Wealth Management
Pennsylvania
$10.1M
HCM
2656
Hengehold Capital Management
Ohio
$10.1M
PMFA
2657
Plante Moran Financial Advisors
Michigan
$10.1M
FCA
2658
FLC Capital Advisors
California
$10.1M
CI
2659
Cherokee Insurance
Michigan
$10.1M
FPW
2660
Fairvoy Private Wealth
Alabama
$10.1M
RWM
2661
RBA Wealth Management
California
$10M
AP
2662
Advisors Preferred
Maryland
$10M
CSPIA
2663
Cary Street Partners Investment Advisory
Virginia
$9.99M
PWM
2664
Palumbo Wealth Management
New York
$9.99M
CWM
2665
Centric Wealth Management
Illinois
$9.98M
BFG
2666
Beacon Financial Group
Texas
$9.98M
TAM
2667
Townsend Asset Management
North Carolina
$9.98M
PSC
2668
Prentiss Smith & Co
Vermont
$9.97M
OWA
2669
Octavia Wealth Advisors
Ohio
$9.97M
AWS
2670
Arkfeld Wealth Strategies
Nebraska
$9.97M
SAM
2671
Stenahm Asset Management
Guernsey
$9.96M
FLI
2672
Family Legacy Inc
South Carolina
$9.96M
LAM
2673
Lynch Asset Management
Pennsylvania
$9.96M
HIS
2674
Horizon Investment Services
Indiana
$9.95M
CST
2675
Charles Schwab Trust
Nevada
$9.95M