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Microsoft

5,736 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, 2,532 increasing their positions, 2,587 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: 5,6935,736 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,587

Holders
5,736
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,109
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
RA
2901
RiverPark Advisors
New York
$8.3M
FCB
2902
First County Bank
Connecticut
$8.3M
MA
2903
Modus Advisors
Minnesota
$8.3M
PVM
2904
Palogic Value Management
Texas
$8.29M
RAM
2905
Ramirez Asset Management
New York
$8.29M
RWA
2906
Redhawk Wealth Advisors
Minnesota
$8.29M
SPWM
2907
Schrum Private Wealth Management
Florida
$8.27M
1WM
2908
1858 Wealth Management
Ohio
$8.27M
VWS
2909
Virtus Wealth Solutions
New Jersey
$8.26M
SMA
2910
Seven Mile Advisory
New Jersey
$8.26M
LCM
2911
Lazari Capital Management
California
$8.24M
FC
2912
FORA Capital
Florida
$8.24M
CF
2913
Convergence Financial
Missouri
$8.24M
CWIG
2914
Chung Wu Investment Group
Texas
$8.24M
EFM
2915
Eley Financial Management
Vermont
$8.23M
FMN
2916
Financial Management Network
California
$8.23M
KA
2917
KLCM Advisors
Wisconsin
$8.23M
BMC
2918
Beaton Management Company
Massachusetts
$8.23M
JGIA
2919
Jackson Grant Investment Advisers
Connecticut
$8.22M
MFC
2920
Mechanics Financial Corp
Ohio
$8.22M
VAG
2921
VisionPoint Advisory Group
Texas
$8.22M
AIM
2922
Aspen Investment Management
Michigan
$8.21M
OP
2923
ORG Partners
Indiana
$8.2M
EPW
2924
Evergreen Private Wealth
Colorado
$8.18M
OIA
2925
Optimum Investment Advisors
Illinois
$8.17M