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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
UAM
2901
Unison Asset Management
Florida
$8.34M
AA
2902
Addison Advisors
Vermont
$8.34M
CCP
2903
Clarity Capital Partners
California
$8.34M
PWS
2904
Peterson Wealth Services
Utah
$8.33M
CWS
2905
Cypress Wealth Services
California
$8.32M
FDS
2906
First Dallas Securities
Texas
$8.32M
FUBT
2907
First United Bank & Trust
Maryland
$8.31M
UAML
2908
US Asset Management LLC
Pennsylvania
$8.31M
JF
2909
Jericho Financial
Ohio
$8.3M
RA
2910
RiverPark Advisors
New York
$8.3M
FCB
2911
First County Bank
Connecticut
$8.3M
MA
2912
Modus Advisors
Minnesota
$8.3M
PVM
2913
Palogic Value Management
Texas
$8.29M
RAM
2914
Ramirez Asset Management
New York
$8.29M
RWA
2915
Redhawk Wealth Advisors
Minnesota
$8.29M
SPWM
2916
Schrum Private Wealth Management
Florida
$8.27M
1WM
2917
1858 Wealth Management
Ohio
$8.27M
VWS
2918
Virtus Wealth Solutions
New Jersey
$8.26M
SMA
2919
Seven Mile Advisory
New Jersey
$8.26M
LCM
2920
Lazari Capital Management
California
$8.24M
FC
2921
FORA Capital
Florida
$8.24M
CF
2922
Convergence Financial
Missouri
$8.24M
CWIG
2923
Chung Wu Investment Group
Texas
$8.24M
EFM
2924
Eley Financial Management
Vermont
$8.23M
FMN
2925
Financial Management Network
California
$8.23M