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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
NAS
2701
NWF Advisory Services
California
$9.83M
1W
2702
1776 Wealth
Georgia
$9.83M
AM
2703
Atwater Malick
Pennsylvania
$9.83M
AIM
2704
Acropolis Investment Management
Missouri
$9.82M
RFW
2705
Rainier Family Wealth
Washington
$9.82M
ACM
2706
Alcosta Capital Management
California
$9.81M
BSB
2707
Bangor Savings Bank
Maine
$9.8M
RWM
2708
Revisor Wealth Management
Ohio
$9.8M
MSA
2709
Marino Stram & Associates
Massachusetts
$9.78M
DWAM
2710
Duncan Williams Asset Management
Tennessee
$9.78M
IP
2711
Intellectus Partners
California
$9.77M
OL
2712
OneFund LLC
Florida
$9.76M
PA
2713
Paragon Advisors
Texas
$9.76M
WM
2714
Whitford Management
New York
$9.75M
SL
2715
SFM LLC
New Hampshire
$9.74M
WAAG
2716
Wealth Alliance Advisory Group
Kansas
$9.74M
PAM
2717
Peninsula Asset Management
Florida
$9.74M
XI
2718
XXEC Inc
Oklahoma
$9.73M
CCM
2719
Cobler Capital Management
Kansas
$9.73M
PF
2720
Prosperitas Financial
California
$9.72M
PWA
2721
Phoenix Wealth Advisors
North Carolina
$9.7M
DC
2722
DeDora Capital
California
$9.68M
TCPG
2723
Trivant Custom Portfolio Group
California
$9.67M
MC
2724
Martin & Co
Tennessee
$9.67M
CPIA
2725
Cornell Pochily Investment Advisors
New York
$9.67M