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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
FPW
2651
Fairvoy Private Wealth
Alabama
$10.1M
RWM
2652
RBA Wealth Management
California
$10M
AP
2653
Advisors Preferred
Maryland
$10M
CSPIA
2654
Cary Street Partners Investment Advisory
Virginia
$9.99M
PWM
2655
Palumbo Wealth Management
New York
$9.99M
CWM
2656
Centric Wealth Management
Illinois
$9.98M
BFG
2657
Beacon Financial Group
Texas
$9.98M
TAM
2658
Townsend Asset Management
North Carolina
$9.98M
PSC
2659
Prentiss Smith & Co
Vermont
$9.97M
OWA
2660
Octavia Wealth Advisors
Ohio
$9.97M
AWS
2661
Arkfeld Wealth Strategies
Nebraska
$9.97M
SAM
2662
Stenahm Asset Management
Guernsey
$9.96M
FLI
2663
Family Legacy Inc
South Carolina
$9.96M
LAM
2664
Lynch Asset Management
Pennsylvania
$9.96M
HIS
2665
Horizon Investment Services
Indiana
$9.95M
CST
2666
Charles Schwab Trust
Nevada
$9.95M
RGC
2667
Rubicon Global Capital
United Kingdom
$9.95M
ZP
2668
Zimmer Partners
New York
$9.95M
KM
2669
KP Management
Minnesota
$9.95M
SAMU
2670
SONA Asset Management (US)
New York
$9.95M
PA
2671
Probity Advisors
Texas
$9.95M
RIM
2672
Redwood Investment Management
Arizona
$9.94M
WCM
2673
Wellington Capital Management
Maryland
$9.94M
AC
2674
Aristides Capital
Kentucky
$9.93M
CPC
2675
Congress Park Capital
New York
$9.93M