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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
EWA
2776
Evolution Wealth Advisors
Florida
$9.14M
SA
2777
Sylvest Advisors
Texas
$9.14M
KTC
2778
Kentucky Trust Company
Kentucky
$9.12M
CPSC
2779
Carl P. Sherr & Co
Massachusetts
$9.12M
MWP
2780
Madison Wealth Partners
Wisconsin
$9.11M
CA
2781
Calton & Associates
Florida
$9.1M
TVWM
2782
Tower View Wealth Management
Wisconsin
$9.1M
MCA
2783
Magnolia Capital Advisors
Mississippi
$9.1M
FCM
2784
Fairbanks Capital Management
California
$9.1M
GBA
2785
Garrison Bradford & Associates
New York
$9.09M
WIC
2786
WealthBridge Investment Counsel
Alberta, Canada
$9.09M
VIA
2787
Victrix Investment Advisors
Florida
$9.08M
PFG
2788
Prosperity Financial Group
California
$9.07M
MIM
2789
MTM Investment Management
South Carolina
$9.06M
PHS
2790
Pekin Hardy Strauss
Illinois
$9.06M
AWM
2791
Aviso Wealth Management
Washington
$9.05M
ACM
2792
Alpha Capital Management
Texas
$9.05M
BCM
2793
Barometer Capital Management
Ontario, Canada
$9.04M
WWC
2794
Waypoint Wealth Counsel
Georgia
$9.03M
NA
2795
Navellier & Associates
Nevada
$9.02M
IIA
2796
IPG Investment Advisors
California
$9.02M
NWM
2797
Northcape Wealth Management
New York
$9.02M
FBFS
2798
First Business Financial Services
Wisconsin
$9.01M
TC
2799
Trilogy Capital
California
$9.01M
RP
2800
Raelipskie Partnership
Ontario, Canada
$9.01M