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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
PWM
2876
Prosperity Wealth Management
California
$8.48M
RWP
2877
Ridgecrest Wealth Partners
California
$8.46M
HC
2878
Headland Capital
South Carolina
$8.45M
WE
2879
Wealth Effects
Massachusetts
$8.43M
MAM
2880
Milestone Asset Management
Pennsylvania
$8.43M
KCFA
2881
Key Client Fiduciary Advisors
New Jersey
$8.41M
PCP
2882
Panoramic Capital Partners
Oregon
$8.41M
CFIA
2883
Cantor Fitzgerald Investment Advisors
New York
$8.41M
SAM
2884
Socorro Asset Management
Texas
$8.4M
PCIG
2885
Partners Capital Investment Group
Massachusetts
$8.4M
CWM
2886
Concentrum Wealth Management
California
$8.4M
SAM
2887
Silphium Asset Management
United Kingdom
$8.38M
CVA
2888
Central Valley Advisors
California
$8.37M
CRCM
2889
Crystal Rock Capital Management
Illinois
$8.36M
SHFA
2890
SC&H Financial Advisors
Maryland
$8.36M
EFH
2891
Eaton Financial Holdings
Florida
$8.35M
UAM
2892
Unison Asset Management
Florida
$8.34M
AA
2893
Addison Advisors
Vermont
$8.34M
CCP
2894
Clarity Capital Partners
California
$8.34M
PWS
2895
Peterson Wealth Services
Utah
$8.33M
CWS
2896
Cypress Wealth Services
California
$8.32M
FDS
2897
First Dallas Securities
Texas
$8.32M
FUBT
2898
First United Bank & Trust
Maryland
$8.31M
UAML
2899
US Asset Management LLC
Pennsylvania
$8.31M
JF
2900
Jericho Financial
Ohio
$8.3M