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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
DWAM
2701
Duncan Williams Asset Management
Tennessee
$9.78M
IP
2702
Intellectus Partners
California
$9.77M
OL
2703
OneFund LLC
Florida
$9.76M
PA
2704
Paragon Advisors
Texas
$9.76M
WM
2705
Whitford Management
New York
$9.75M
SL
2706
SFM LLC
New Hampshire
$9.74M
WAAG
2707
Wealth Alliance Advisory Group
Kansas
$9.74M
PAM
2708
Peninsula Asset Management
Florida
$9.74M
XI
2709
XXEC Inc
Oklahoma
$9.73M
CCM
2710
Cobler Capital Management
Kansas
$9.73M
PF
2711
Prosperitas Financial
California
$9.72M
PWA
2712
Phoenix Wealth Advisors
North Carolina
$9.7M
DC
2713
DeDora Capital
California
$9.68M
TCPG
2714
Trivant Custom Portfolio Group
California
$9.67M
MC
2715
Martin & Co
Tennessee
$9.67M
CPIA
2716
Cornell Pochily Investment Advisors
New York
$9.67M
GIM
2717
Gold Investment Management
Alberta, Canada
$9.66M
AW
2718
Alteri Wealth
California
$9.66M
WWM
2719
WT Wealth Management
Arizona
$9.65M
TGAM
2720
TBH Global Asset Management
Tennessee
$9.63M
ACM
2721
Avalon Capital Management
California
$9.63M
EF
2722
Exeter Financial
Arizona
$9.63M
LWM
2723
Liberty Wealth Management
California
$9.63M
TCOTS
2724
Trust Company of the South
North Carolina
$9.61M
SWM
2725
Scissortail Wealth Management
Oklahoma
$9.61M